User Guide

Everything you need to build, deploy, and manage your AI assistants — step by step.

Knowledge Base

Feed your agent with data from multiple sources to give it expertise.

Your agent's knowledge base is what makes it useful. The more relevant content you provide, the better your agent can answer questions. ChatNexus supports four ingestion methods, and all content is automatically chunked and embedded for AI-powered retrieval.

Text Entry

The simplest way to add knowledge. Navigate to your agent's detail page, open the Knowledge Base tab, and click Add Text.

  • Paste or type your content directly (up to 100KB per entry)
  • Give it a descriptive title for easy reference
  • Content is automatically chunked and embedded upon saving
Text entry form

File Upload

Upload documents and ChatNexus will extract the text content automatically.

  • Supported formats: PDF, TXT, MD
  • Max file size: Depends on your plan (5MB Free → 100MB Enterprise)
  • PDF files are parsed with text extraction - images within PDFs are not processed
File upload interface

URL Crawling

Import content from web pages. Enter one URL per line and ChatNexus will crawl each page, extract the text, and add it to your knowledge base.

  • Supports single or bulk URL crawling
  • Success and failure tracking with word/chunk metrics
  • Ideal for FAQ pages, product pages, documentation sites, etc.
URL crawling interface
💡
Tip: Enter your website's sitemap URL or paste multiple page URLs - one per line - to crawl your entire site in one go.

Google Docs Sync

Connect a Google Doc by pasting its shared URL. The content is imported and can optionally be set to auto-refresh periodically via a background job.

  • Paste any Google Docs shared link (must be publicly accessible or shared with the service)
  • Enable auto-sync to keep your knowledge base up to date as the doc changes
  • Content hash tracking prevents unnecessary re-processing
Google Docs sync interface

Managing Your Knowledge Base

All your knowledge entries are listed on the agent's Knowledge Base tab. From here you can:

  • Edit - Update content; it will be re-chunked and re-embedded automatically
  • Delete - Remove an entry and all its associated chunks
  • View Chunks - Inspect the individual chunks that were created from your content
Knowledge base panel overview
⚠️
Sensitive Content Scanning: All knowledge base content is automatically scanned against a list of blocked keywords. If sensitive content is detected (e.g., SSN patterns, health records), the submission will be blocked and an audit event will be logged. Enterprise users can contact support for custom configurations.

Knowledge Base Limits by Plan

Plan KB Entries / Agent Max File Size
Free505 MB
Starter20020 MB
Pro1,00050 MB
EnterpriseUnlimited100 MB
Previous: Creating an Agent Next: Appointment Booking
Click anywhere or press Esc to close