B. Getting Started

Add Knowledge Sources

Give your representative the information it answers from. Add pages, documents, and other sources, then verify with a private share link.

By aninditoUpdated 6 Nov 2026

This guide provides the information your representative needs to assist visitors. By now it has an identity and a communication style, but it does not understand your business yet.

Why this matters

Your representative answers using the information you provide. It does not guess or answer outside its knowledge. If it cannot answer a question, the relevant information usually has not been added yet. Once visitors are chatting, Knowledge Gaps lists the questions it could not answer, so you know what to add next.

What counts as knowledge

Anything a visitor might reasonably ask about: product or service descriptions, feature explanations, pricing, onboarding steps, company policies, FAQ content. A simple rule: if a staff member would read it before replying to a customer, add it.

The representative works best with clear, descriptive sentences. Narrative paragraphs work better than short fragments, isolated bullets, or tables without context.

Open AI Knowledge

  1. Open your domain in Domain Center, then open Settings > Setup.
  2. Open the AI Knowledge card.

Knowledge base

Use the Sources icon in the top-left to add or upload content.

Sources

Step 1: Add your first source

You can provide knowledge in several ways.

Data source options

  • File Upload. Guides, manuals, or written FAQs.
  • Web Sources. Content from online pages, Wikipedia articles, and YouTube videos.

Web sources

How website pages are imported

When you add a single website URL, Privas AI imports that one page. It does not read your entire website from one link. Pages like /pricing, /about, and /faq are added individually.

The page must be public. A page that returns an error, or that asks visitors to sign in, is refused when you add it, with the reason shown under the link field. Use the address visitors see in their browser, not an editor or preview link.

If you want the whole site at once, use the sitemap option, and keep it current automatically. See Import a Whole Website and Keep Your Website in Sync.

Start with your homepage, pricing page, and product or service overview, so the assistant can handle common questions right away. Add more pages as you learn what visitors ask.

Step 2: Wait for processing

After you add a source, Privas AI processes the content and prepares it for conversations. Large pages or videos take longer. During processing the assistant may not answer correctly yet, which is normal. Processing runs on the server, so you can close the tab and it continues in the background.

If a file upload fails on a network issue, remove the failed file and upload it again.

Find a source

Your sources are listed in a table. On a domain with many sources:

  • Type in Search file name to find one by name.
  • Use File type to show one kind of source only.
  • Choose how many rows to show under Rows per page.

If you have selected rows that the current search hides, the table tells you. The actions at the bottom still include them.

Plan limits

Two limits of the domain's plan apply here:

  • Knowledge sources count what the domain holds now. A large file is split into parts, and each part takes one source slot.
  • Page processing counts work done this billing period. Adding a source, Reprocess, and each page a sitemap scan or sync refreshes count once each. A failed run does not count, and removing a source does not give a processing back.

When you reach either limit, a message tells you which one and what you can do. See Plan Limits.

The best way to check your knowledge is the same experience your visitors get. Create a private share link and open it in a normal browser tab. Ask questions that your content already answers, such as "What does this product do?", "Who is this for?", and "How do I get started?" If the answers are clear and match your website, the knowledge is active.

See Share the Assistant.

Common mistakes

  • Too little content. One short page rarely answers varied questions.
  • Unrelated material. Include only information relevant to this domain.
  • Testing too early. Wait until processing finishes.
  • Expecting pages you did not add. If /pricing is not added, the assistant cannot answer about it.

Pages that are only slogans or taglines usually do not carry enough detail to answer real questions.

Next step

Continue to Share the Assistant to let others review it before you publish.