The Business knowledge capability lets the assistant answer callers' questions from your own documents, instead of relying only on short instructions or general knowledge. It is the best source for everything about your business that doesn't change much: price lists, service descriptions, frequently asked questions, terms or prepared answers.
What you can upload
Supported formats are PDF, TXT and Markdown (MD). A document can be up to 20 MB and a project can hold up to 50 documents. Text-based PDFs work well. Scanned PDFs without selectable text can't be processed yet.
You upload documents in Settings → Knowledge by dragging a file or clicking the upload area. The Business knowledge capability on the Assistant page links there.
What happens after you upload
Leadoro extracts the text from the document, splits it into meaningful parts and prepares it for searching. If a caller asks something during the call that the instructions don't cover, the assistant finds the most suitable passages in your documents and answers accurately from them.
For each document you see the file name, size and processing status: Processing, Ready or Error. You can delete each document individually. In the header you see how many of the 50 documents you already have.
When to use Business knowledge and when Web search
Business knowledge is the right source for anything that describes your business and doesn't change often. For information that changes often or isn't in your documents (for example current public information), use Web search.
If it doesn't work
- A document stays on Processing. Wait a moment and refresh the page. If the status doesn't change, upload the file again.
- Status Error. Most often it is a scanned PDF without text. Try a text version, or a TXT file.
- The assistant answers differently than the document says. Check that the document is Ready and that the assistant instructions don't say something else.