The Knowledge tab for the AI agent and Copilot is a space for managing the content that powers AI functionalities in Text. It brings together all your business knowledge so agents and AI tools can respond faster and more accurately
Adding new knowledge sources
Inside the Team section, you can add knowledge separately to your AI agent and Copilot/Reply suggestions.
To add a new source:
AI agent
Open AI agent settings and go to the Knowledge tab.
Click + New source.
Choose Website, File, or Article depending on your content type.
Follow the steps to upload or link your material.
Copilot / Reply suggestions
Open Copilot settings.
Click + New source.
Choose Website, File, or Article depending on your content type.
Follow the steps to upload or link your material.
Websites
The Websites section lets you add public URLs containing helpful business information. Copilot can scan and index up to 5,000 subpages per site, making it easy to pull information from help centers, product pages, or policy documents.
You can add:
Entire websites
Single web pages (such as Terms & Conditions or FAQs)
Nested pages (for example, www.example.com/help, so any page that shares this URL path)
When adding a website, make sure you enter a public URL (no password protection or geolocation restrictions).
Also, make sure to set the auto-update cycle. This determines how often the website is rescanned for the latest content, which is especially useful if your site is updated frequently.
The minimum interval is 5 days, and the maximum is 365 days.
Ensure pages are publicly accessible—website scanner can’t read restricted or private pages.
Files
By uploading files, you can add documents that contain internal business knowledge. This is ideal for sharing internal policies, product manuals, training materials, and more.
Supported file types include:
PDF (.pdf)
Word (.doc, .docx)
PowerPoint (.ppt, .pptx)
Text (.txt)
Spreadsheets (.csv, .tsv)
Markdown (.md)
You can:
Upload files up to 50 MB each
Add as many files as you need
Articles
You can enrich the AI agent and Copilot/Reply suggestions by uploading custom articles—any text you choose to add as a knowledge source.
Articles can be written or copied and pasted, making it easy to include internal documentation, guidelines, FAQs, policies, notes, and other relevant content.
Once added, these articles become part of the AI’s knowledge base and are actively used to generate more accurate, consistent, and context-aware responses. This ensures the AI reflects your unique processes, language, and expertise—without relying solely on generic information.
With custom articles, you stay fully in control of what the AI knows and how it supports your team, enabling faster answers, better suggestions, and a more tailored experience across all AI-powered features.
Why use the Knowledge Hub?
Adding your own knowledge empowers your team to:
Reply faster with AI-suggested answers
Ensure accuracy using trusted company content
Scale knowledge across teammates and tools
It’s built to grow with your organization—helping agents and sales reps deliver better, smarter support.
Questions?
If you have any questions about this article, feel free to start a chat with one of our Support Heroes. They are available 24/7 and always ready to provide additional information on adjusting your Text App license.