Train
Knowledge base
Version 1.0 · Last updated 2026-05-27
The Customer Agent is only as good as the Sources it can read. Quality and structure of Sources drive the quality of every answer the agent gives. Spend time here and the rest of the loop pays back.
Key concepts
Source types
The Knowledge base ingests pretty much anything your business already runs on. The main categories:
-
Website pages. Crawl a full site through sitemap.xml or add individual URLs. Include and exclude rules narrow the scope.
-
FAQ entries. Question-and-answer pairs you write directly or import as CSV. Best for content that does not already live on a page.
-
Files. PDF, DOCX, Markdown, CSV, and Google Drive files. Structure matters more than length: clear headings, short paragraphs, no dense tables.
-
Helpdesk content. Tickets and articles pulled directly from Zendesk, Freshdesk, Jira Service Management, Zoho Desk, and similar. Keeps Living Knowledge in sync with the support content your team already maintains.
-
Knowledge bases. Confluence, Google Drive, BookStack, Zenya, ClickHelp, Azure DevOps Wiki, WordPress, and similar.
-
Team collaboration. Support tickets and developer merge requests can feed Living Knowledge for cases where the most accurate institutional knowledge lives there.
-
MCP servers and custom connectors. For internal systems on a custom protocol. See Living Context.
Topics
Optional grouping that scopes Sources to a specific product, audience, or use case. The agent then answers using one topic at a time, preventing cross-product mix-ups.
Quality score
Indicator next to each Source showing how well it reads for the agent. Sort by Quality score from low to high and start with the worst.
Content optimizer
Add-on that improves Source formatting (chunking, headings) without changing the original content. Your account manager can enable it on request.
What you can do here
- Add Sources from websites, FAQs, files, and integrations
- Organize Sources into topics
- Inspect indexed content to see exactly what the agent reads
- Use the Quality score to find and improve weak Sources
- Exclude documents, pages, or sections that should not feed the agent
When to use it
- You are setting up Living Knowledge for the first time
- You added new product documentation and want the agent to know about it
- Customer feedback shows the agent is answering with stale or wrong information
- You are expanding to a new product and need a new topic
When not to use it
- You are looking for structured content like a product catalog. That belongs in the Content library.
- You want to publish customer-facing help articles. The Help Center builds those for you.
How it works
Each Source you add gets scanned and indexed. The agent retrieves relevant chunks at conversation time and uses them to ground its answer. Retraining happens automatically when content changes, or manually when you trigger it.
User-generated content (community forums, old support tickets) is a poor Source. It carries noise and outdated context. Skip it.
Frequently asked questions
How do I add a website as a Source?
Open Train > Knowledge base > Sources, click Import sources, pick Website pages, and paste the URL or sitemap. Add include or exclude paths to skip outdated sections.
How do I improve a Source's Quality score?
Sort Sources by Quality. Click View content on a low-scoring Source. Fix the structure in the original (headings, short paragraphs, no dense tables) and retrain.
How do I import many FAQs at once?
Export your current FAQs as CSV from the Sources page. Edit the file with new rows for new entries. Rows with empty ID become new entries; rows with an existing ID get updated.
How do I keep Sources separate for two products?
Use topics. Create a topic per product, add the relevant Sources, and connect the topic to the component or starter button that the right customers see.
How do I see what the agent actually sees from a Source?
Open the Source's actions menu and pick Show indexed items. Click any item to view the exact content as the agent reads it. Useful for troubleshooting wrong answers.
Why is my newly added Source not being used?
Check three things. First, the Source is finished scanning. Second, it has a usable Quality score. Third, the topic or component the customer hit actually includes this Source.