01
Help customers take the next step
Use approved setup guides, product information and policies to support practical answers. Give recurring questions a reliable place to start.
Knowledge sources
Illustrative example
Frequently asked questionsExample source added
What is your booking policy?
Answer from your sources
You can change or cancel your booking up to 24 hours before the scheduled start time for a full refund.
Booking policy · Example sourceKnowledge Base
Your knowledge.
Ready for every
conversation.
Put your product expertise to work. Connect websites and uploaded materials so your support team and AI agents can find the information that helps customers move forward.
- Keep website knowledge currentRefresh approved web content on a configured schedule.
- Bring your best materials togetherUse guides, policies and product documents as reference sources.
- Connect answers to your expertiseGive customer support and AI agents relevant context.
Try the illustrative source controls. No website is fetched or document uploaded.
1Connect your sources2Index the material3Retrieve useful context4Keep it current
Built around your expertise
Make what you know
easier to put to work.
Give your team and agents a shared reference point for the questions customers ask every day.
02
Keep your message consistent
Choose the materials that represent your product and how it works. Give each agent the sources that fit its audience and purpose.
03
Keep pace with your product
Use scheduled website updates and maintained documents to keep reference material useful as features, guidance and policies change.
Websites and uploaded materials
Your expertise already exists.
Bring it into the conversation.
Connect the sources your team trusts, then verify that the current material is ready for retrieval.
Websites that stay in step
Use approved help pages, product information and other relevant website content. Configure a refresh schedule for supported website sources so changes can flow into your knowledge.
Check the latest successful update when an answer depends on a recent change. Learn about website refresh and indexing ↗
Documents with a clear purpose
Bring manuals, onboarding guides, policies and reference materials into the configured knowledge workflow. Keep the right version available and give each source an owner.
Select the material each agent needs, with access appropriate to its audience. Choose sources for your agents ↗
Connected to the work
Useful knowledge.
Where the conversation happens.
Use the same product expertise across focused workflows, with the sources and permissions each one needs.
Agents Studio
Connect knowledge to an AI step in a visual workflow. A customer chooses an option, the agent finds relevant context, and the workflow determines the next action or handoff.
Customer support
Make approved troubleshooting steps and policies available to the support workflow. Help with familiar questions and give requests that need a person a clear route to your team.
Website conversations
Give visitors context about your product and how to get started. Use material approved for public answers and connect the assistant to the next step your business supports.
Explore the details
Knowledge Base:
your questions answered.
What to know when choosing your workflow.
Can I use websites and uploaded documents together?
Yes. Build the reference set for your workflow from its configured website and document sources. Choose current material that fits the audience, then verify it is available to the intended agent.
How do website updates reach an agent?
A configured refresh fetches and processes supported website content. Updated material must be indexed before retrieval can use it. Check the latest successful refresh and a representative answer. Read the source update guide.
Will every agent see every document?
Source selection and permissions determine what each agent can use. Bind the appropriate sources to each agent and keep private materials scoped to their intended audience.
Can I see where an answer comes from?
The example shows an answer alongside its source reference. In a connected workflow, retrieval and citation settings determine the context and references returned. Review the supporting material when checking answer quality.
Where should we begin?
Start with a small set of current pages or documents and a few frequent customer questions. Test the answers, check a question outside the material and verify the handoff. Then expand the sources around the work your team needs. Follow the Knowledge Base guide.
PUT IT INTO PRACTICE
Explore the documentation.
Follow the setup, understand the controls and find the next step.
Knowledge Base: websites, documents and agent answers
Connect website and document knowledge to Agents Studio and AI agents. Plan scheduled refresh, verify indexing, select sources and test grounded answers.
Agents Studio: visual workflows, knowledge and AI
Plan a visual agent with triggers, option lists, calendar steps and optional AI. Connect its knowledge, permitted actions and support handoff.
Website AI agent: conversations and ticket handoff
Plan an EleonEcho website AI agent with appropriate knowledge, visitor access, verified ticket handoff and clear live-staff availability.
Your next chapter, with AI
More ideas out.
More conversations moving.
Bring your publishing, marketing and support work into Echo.