Add knowledge
Open Knowledge Base in the left sidebar and choose how to add:
Nexor processes each document before the agent can use it. Wait until it’s ready, then test the agent.
Audio and video files can’t be added as knowledge. Transcribe a recording first, then upload the transcript as a supported file or add it with Add text.
Choose which agents use each folder
The Knowledge Base is one library for your whole account. An agent with no folders assigned searches all of it; once you assign folders, it uses only those:- Select the agent and open Knowledge base in the right pane. Use Add to pick an existing folder or add new content.
- To stop an agent from using a folder, open the folder’s menu and choose Don’t use for this agent.
- A change made on the agent applies to all its tasks. A task can use a different selection in its own settings.
Files the agent can send
Each file the agent can send has its own sending instructions: a sentence that tells the agent when to send it, for example “When the lead asks for prices.” Select the agent and open Files to send in the right pane. It lists every file the agent can send. Hover a file to preview it.- Use Add to pick an existing file or upload a new one (JPG or PNG up to 50 MB, PDF up to 100 MB). Nexor then asks when the agent should send it.
- Open a file’s menu to manage it:
A file and its sending instructions are shared by every agent that uses it, so editing them changes them for all of those agents. Removing a file applies to each task of the agent, so a task can still differ from the rest; the file then shows how many of the agent’s tasks can send it.
You can also do this with Nexor AI. Attach the file in the chat and say when the agent should send it. Nexor AI can also rename a file, change its sending instructions, remove it from an agent, or delete it. Deleting a file removes it for every agent and can’t be undone.
Instructions that already mention a file with its @handle, including the @handle of a folder of files, keep working.
Product catalogs
Open Settings → Products to create catalogs. You can add items one by one, import a CSV file, connect a catalog from your own API, or import from Shopify when your store is connected. Each agent chooses its catalogs in its Products section, and a task can use the agent’s catalogs (Inherit from agent) or its own. Use a catalog for items with repeated fields, such as name, price, and availability. Use the Knowledge Base for longer explanations, policies, and supporting documents.Check that it works
- Confirm that the folder or catalog is assigned to the agent.
- Wait until the documents finish processing.
- Open Test this agent and ask a question that only that source can answer.
- Ask something that isn’t in your sources and check that the agent says it doesn’t know instead of inventing an answer.
Test your agent
Talk to your agent as a lead before going live.