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      Add a Knowledge Base/FAQ via Shared GoogleDoc Link

      This guide provides a straightforward method for adding a Knowledge Base or FAQ using a shared Google Doc link. Scroll through the steps below to get started:

       

      Not a visual learner? No problem!
      Here’s a straightforward, step-by-step guide in text form:

      Method 1: Publish Google Doc to the Web

      1. Create a Google Doc:

        • Start by creating a Blank Document in Google Docs.

        • Paste any relevant content for your agent to reference. The agent can only access content within this Google Doc; external links won't work.

      2. Publish the Document:

        • Click on File > Share > Publish to Web.

        • In the pop-up window, select Link and click Publish.

        • Copy the generated link.

      3. Integrate with SalesAi Agent:

        • In the SalesAi platform, go to Step 3 - Call Flow while creating your agent.

        • Paste the copied link into the Knowledge Base URL field.

        • Wait for the green spinning wheel to stop, indicating that the document has been successfully uploaded.

        • Once the Successfully Uploaded message appears, you can continue building your agent.

      Method 2: Use PDF via Google Drive Link

      1. Create and Upload PDF:

        • Copy your content into a Google Doc.

        • Then, click File > Download > PDF Document.

        • Upload the PDF to Google Drive by selecting New > File Upload and choosing your PDF.

      2. Set Permissions:

        • Open the uploaded PDF in Google Drive.

        • Click on Share, change General Access to Anyone with the Link, and copy the link.

      3. Integrate with SalesAi Agent:

        • Switch back to your SalesAi tab.

        • In Step 3 - Call Flow, paste the copied link into the Knowledge Base URL.

        • Wait for the green spinning wheel to disappear, then confirm the Successfully Uploaded message before continuing with your agent setup.

       

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