Add knowledge sources to a Chatsy agent
The source types a Chatsy agent can learn from: web pages, site crawls, link lists, files, typed answers and help articles, with limits and refresh steps.
Updated
A Chatsy agent answers from the sources you add to it, and cites them in its replies. You add sources on the agent's Knowledge page: paste a link, drop files anywhere on the page, write an answer, or import articles from your Chatsy help center. Each source shows a status, so you can see which ones were read and fix any that failed before customers ask about them.
Source types and limits
| Source | How to add it | Limits | Plan |
|---|---|---|---|
| One web page | Add website → One page. Chatsy reads only that page. | One URL | All plans |
| A whole site | Add website → Whole site. Set a page limit and optional paths to include or exclude. | 1 to 10,000 pages; up to 500 include and 500 exclude paths; subdomains optional | Hobby and above |
| A list of links | Add website → List of links. One URL per line. | Up to 500 links, each added as its own page | All plans |
| Files | Drop files on the page or use the file picker. | TXT, HTML, PDF, DOC, DOCX, MD and CSV; up to 25 MB per file | All plans (your plan's storage limit applies) |
| A written answer | Write an answer: type a question and its answer. It is saved as a text source. | None beyond storage | All plans |
| Help-center articles | Import help articles from a Chatsy knowledge base: one article, a category or all of them. | Published articles | Hobby and above |
Storage per plan: 5 MB on Free, 40 MB on Hobby, 2 GB on Standard and Pro, 10 GB on Enterprise.
What makes a good source
The agent can only be as accurate as the text it reads. Before you add a source, check:
- It is current. An old returns policy and a new one in the same agent will produce mixed answers. Remove the old one.
- The answer is in the text. Chatsy reads page text. Prices shown only inside images, PDFs that are scans without a text layer, or content that only appears after someone logs in will not be picked up.
- It is public, or you meant to share it. Anything you add can be quoted to visitors. Do not upload internal notes, customer data or pricing you have not published.
- One topic per page helps. A focused shipping page beats a 40-page handbook when the agent has to find the right passage.
Using other tools as sources
Chatsy does not sync with other apps' private content. Use the public or exported version instead:
- Notion: publish the page to the web and add its public URL as a web page. Private workspaces and automatic sync are not supported. See the Notion guide.
- Google Sheets: export the sheet as CSV and upload the file. There is no live connection. See the Google Sheets guide.
- Your help center on another platform: add its public URL with a whole-site crawl, limited to the help-center path.
Keeping sources up to date
Chatsy does not re-read websites on a schedule. When a page changes, open Knowledge, find the source and re-read it; Chatsy shows "Chatsy is reading it again" while it works. For files, upload the new version and delete the old one.
A simple routine: whenever you change a policy, pricing or product page, re-read that source the same day.
Find what the agent is missing
The Knowledge page lists Questions it struggled with, and the agent's Analytics page has a Knowledge gaps list. Both collect replies rated not helpful, questions with no answer found and conversations handed to a person. Work through that list weekly: add or fix the source, re-read it, then ask the question again in the Playground.
Instructions are not knowledge
The agent's instructions in Settings → AI set its tone, scope and what to do when it is unsure. They are not the place for facts like prices or return windows: put those in a source, so the agent can cite them and you only have to update one place.
Next steps
- Install the chat widget
- Publish a help center and import its articles as sources
- Message credits: every AI reply uses credits, so test with the model you plan to use