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How to Add Web Pages and Files as a Data Source for AI Knowledge Base
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To enrich the knowledge base of the BoldDesk AI Copilot/AI Agent with web pages, you can configure the URLs of these pages. This feature will then crawl and process the contents of the specified web pages.
Steps to Add a New Web Page
- Navigate to
KB -> Artificial Intelligence -> Source -> Choose Web Pagestab. - Click on
Add Web Page. - Fill in the brand information and submit the URL you want to process.
Important Notes:
- Only URLs that are publicly accessible will be processed. Private or protected URLs will be excluded.
- Providing a root domain, such as https://www.bolddesk.com/, will result in the processing of all pages within that domain. If a specific path is provided, such as https://www.bolddesk.com/pricing, only the nested pages within that path (e.g., https://www.bolddesk.com/pricing/team-based) will be processed. Other URLs will not be crawled.
- Additionally, during crawling, only links to pages within the same domain will be considered. Links to external domains will be disregarded.
- Sitemap URLs can also be utilized, and they will be processed accordingly.
- To simplify whitelisting and approval through the robots.txt file, we provide a dedicated user agent, BoldDesk-Bot. If you have restrictions in place for external crawlers, you can grant access to BoldDesk by whitelisting this specific user agent.
Steps to Add a New File
- Log in to BoldDesk Agent portal.
- Navigate to 'KB > Artificial Intelligent > Source > Choose Files’ tab.
- Click on ‘Add File’ button.
- Fill in the brand information and Upload Your File
- Then Click ‘Add File’ to save.
- The system currently supports uploading files in PDF format only. Please ensure that your documents are clear, well-structured, and relevant to enhance AI processing and response accuracy.
- Only files that are publicly accessible will be processed. Private files will be excluded from the end user’s update.
