Adding Assets to the Knowledge Library
Learn how to easily expand your AI agent's knowledge base by uploading custom URLs or manual text entries. This guide walks you through the steps to categorize and save new information so your tools stay updated and effective.
Scroll through the images/steps below to add an asset to your SalesAi account.
Not a visual learner? No worries! Walk through the step-by-step instructions below.
1. Open the Knowledge Library
- Navigate to Knowledge Library from the left-hand menu.
- Click Add Asset in the upper-right corner.
2. Choose an Asset Type
Select one of the following options:
- URL Asset – Import information from a website or publicly accessible document.
- Text Asset – Manually enter information directly into the Knowledge Library.
Note: You can use both asset types, but each asset can only be created as one type at a time.
URL Asset
3. Create a URL Asset
- Select URL.
- Enter a descriptive asset name.
Example: FAQs on Website
- Paste the URL of the website, public document, or other online resource.
- Click Save Changes.
Text Asset
4. Create a Text Asset
- Select Text.
- Enter a descriptive asset name.
Example: Company Details
- Type or paste the information you want your agent to reference.
- Text assets support up to 80,000 characters.
- Click Save Changes.
5. Manage Your Assets
- Once saved, the asset will appear in the Knowledge Library.
- To view, edit, or delete an asset, click the three-dot menu next to the asset.
Quick Overview
Knowledge Library → Add Asset → Choose URL or Text → Enter Asset Information → Save Changes → Manage Assets as Needed.
Why Use Knowledge Assets?
Knowledge assets give your agents access to company information, FAQs, product details, policies, and other important resources, helping them provide more accurate and consistent responses during customer interactions.
Assets can be shared/seen across your company.