Start with one source of truth
The best first knowledge source is the one customers already trust, usually a help center, shipping FAQ, or policy page. Resist the urge to upload every internal file immediately.
A focused source gives the operator a clear review surface for missing answers, extraction quality, and follow-up edits.
Review what the system extracted
- 1In Knowledge, add the website or FAQ source and let indexing complete.
- 2Inspect the generated documents or FAQ items for obvious duplication, stale policy text, or irrelevant pages.
- 3Trim or replace noisy content before treating the source as ready.
Define ready before launch
- The source covers the most common pre-sales and support questions.
- Policy answers match the latest public wording.
- The operator can point to the source when explaining why the agent answered a certain way.
