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Documentation Index

Fetch the complete documentation index at: https://docs.getsmartalex.com/llms.txt

Use this file to discover all available pages before exploring further.

What is a Knowledge Base?

A Knowledge Base is a collection of documents and content that your AI agents can reference during calls. Instead of relying only on their system prompt, agents search your knowledge base in real-time to give accurate, specific answers about your business.

Adding Content

Navigate to Agent Studio and select your agent. In the Knowledge Base section, you have four ways to add content:

Upload Files

Drag and drop files or click to browse. SmartAlex processes them automatically.
File TypeExtensionsProcessing
PDF.pdfParsed and chunked
Word.doc, .docxParsed and chunked
Text.txtReady immediately
Markdown.mdReady immediately
CSV.csvReady immediately
Limits: Up to 10 files at a time, 20MB max per file.

Scrape Website (single page)

Enter a single URL and SmartAlex will extract the content from that page:
  1. Click Scrape Website
  2. Enter the full URL (e.g., https://example.com/about)
  3. SmartAlex fetches and processes the page content
  4. A new document appears in your knowledge base

Sitemap Scrape (multiple pages)

Extract content from multiple pages at once using your sitemap:
1

Enter your domain

Type your website domain (e.g., example.com) and click Load.
2

Select pages

SmartAlex discovers all pages from your sitemap. Select which pages to scrape (up to 50 per batch).
3

Start scraping

Click Scrape N Pages. Each page becomes a separate document in your knowledge base.

Write Manually

Create a document from scratch:
  1. Click Write Document
  2. Enter a title (e.g., “Return Policy”, “Office Hours”)
  3. Write or paste your content
  4. Click Create

Document Processing

After adding content, documents go through automatic processing:
StatusMeaning
PendingQueued for processing
ProcessingBeing split into chunks and indexed
CompletedAvailable to your agent (shows chunk count)
FailedProcessing error — retry or delete and re-upload
Text files (.txt, .md, .csv) are ready immediately. PDFs and Word documents require processing time.

Connecting Documents to Agents

Each document can be connected to one or more agents:
  1. Open your agent in Agent Studio
  2. Go to the Knowledge Base section
  3. Toggle the checkbox next to each document you want the agent to use
  4. Connected documents show a checkmark
Connected documents are available to your agent during calls. The agent searches relevant content to answer questions accurately.

How Agents Use Knowledge

During a call, when a caller asks a question:
  1. The agent identifies the question topic
  2. It searches connected knowledge base documents
  3. The most relevant content chunks are retrieved
  4. The agent uses this context to give an accurate answer
This happens in real-time — callers won’t notice any delay.

Managing Documents

ActionHow
PreviewClick the eye icon to view full content and metadata
SearchUse the search bar to filter documents by title
DeleteClick the trash icon — this is permanent
DisconnectUncheck the document to stop the agent from using it (doesn’t delete the document)

Best Practices

  • Keep documents focused — one topic per document works better than one large document
  • Update regularly — delete and re-upload documents when your business information changes
  • Start with your FAQ — the questions your receptionist answers most often are the best starting point
  • Test after adding — call your agent and ask questions to verify it finds the right answers
  • Use descriptive titles — helps you organise and find documents later