Answers from your files

Prepare, import, and test a knowledge base for your chat bot.

Set up the chat bot first

1. Prepare2. Import3. Test

1. Prepare focused files

Use a small text or Markdown file per topic: plans, shipping, refunds, or schedules. Keep names, prices, dates, conditions, and exceptions together.

Use clear headings and complete facts. Replace vague words like “it” with the product or plan name.

# Membership refunds
Monthly membership: $25 USD.
Request a refund within seven days.
Contact: [email protected].
Example layout only. Use your own verified facts.
Optional: ask an AI to help prepare files

Ask a capable AI to organize messy source material. Review its draft against the original; a polished answer can still change a fact.

Copy this prompt, then add your source material:

Organize the source material into short Markdown files, one topic per file.
Keep every name, price, date, URL, condition, and exception exactly.
Use clear headings and complete facts in the source language.
Do not invent answers or silently resolve conflicting facts.
List missing or conflicting facts separately for my review.
Return each filename followed by its contents.

Check every price, deadline, restriction, and link before saving the files.

2. Import and choose replies

Open Chat Bots and AI services → Chat Bot - Primary → Chat bot knowledge. Enable the knowledge base and add your files.

Leave AI enrichment off for your first import. It optionally adds summaries and search tags using your selected AI service, which may charge for processing.

Compare keyword and local semantic search for English. For other languages, start with keyword search and test actual questions in your viewers’ language. The bundled semantic model is designed for English.

Chat bot knowledge settings: files, search method, files-only answers, and optional AI enrichment
Knowledge settings. Select the image to enlarge it.

Enable “Answer only from my files” to keep factual answers based on your knowledge base.

Should unanswered comments get a reply?

With “Do not screen out any of the bot’s replies” enabled, the bot can greet users, ask for clarification, or acknowledge missing information. Otherwise, unanswered questions can stay silent.

3. Check before going live

Use overlay-only replies while testing. Ask a question with a known answer, rephrase it, then ask something the files do not cover.

Known answerDifferent wordingMissing information

Compare the replies with your source facts. Fix unclear content, replace outdated imports, and repeat the same questions.

How to test the Primary bot