Use resources to train your agent and to share with customers! We can crawl your website; upload PDFs, presentations, or images; create tours, snippets, or Q&As; and embed custom HTLM code or iframes.

Getting started:

For a quick start we recommend crawling your website or a document that has enough information on your company/product to train your agent. Most of you will initially train the agent by crawling your website:

Click add resource, select the “Website” tab and hit “Add Website” to start your crawl.

Control resource visibility:

Edit your resource to control if it can be surfaced by the agent and shown to the customer (Interactive) or if it’s for training only (Referenceable).

Once you’re editing the resource, go to the Visibility drop-down to select Interactive, Referenceable, or Excluded (no longer helps train agent).