Setting Up Your Knowledge Base

Open Knowledge Base in the portal and add entries for your services, prices, opening hours, location, booking steps, policies and FAQs.

Short, clear entries work best. Write them the way you would answer a customer on the phone.

You can upload PDF, Word (.docx), .txt, .md and CSV files, 5 to 25 MB each, depending on plan, such as price lists, menus or policy documents.

Your plan sets how many items you can have: 30 on Starter, 120 on Pro, 400 on Agency and 1,000 on Scale. Items are services, prices, FAQs, policies, team, offers and reviews; business details like hours and address don't count. You can upload 2 on Starter, 10 on Pro, 40 on Agency and 100 on Scale documents.

On every plan, add your website address and Chatdek reads your pages into the knowledge base. Pages per read: 20 on Starter, 60 on Pro, 150 on Agency and 300 on Scale. Reads a month: 2 on Starter, 8 on Pro, 30 on Agency and 100 on Scale, shared by all your websites.

Your pages refresh automatically, monthly on Starter, weekly on Pro and daily on Agency and Scale, so changes on your website reach the assistant without extra work.

Give the assistant a purpose, a personality and rules, and list any topics it should avoid.

This matters most for clinics, legal and financial businesses, where some questions should always go to a person.

Use the Test your AI tab to ask the assistant questions before your visitors do.

Check the list of unanswered questions regularly and add entries for them. If you change something by mistake, History & undo lets you reverse it.