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Every answer your AI agent gives comes from your knowledge base. The more accurately your sources reflect your product, pricing, and sales positioning, the better your agent performs. This page walks you through each source type — how to add it, when to use it, and what to expect after you save it.

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Adding a website URL

A URL source crawls your website and stores the text from every linked page on the same domain. This is the fastest way to get your existing web content into the knowledge base.
1

Open the Add Content dialog

Go to Knowledge Base in your dashboard, then click Add content in the top-right corner.
2

Select URL / Website

Choose the URL / Website tile. You’ll see three sub-options: Full site crawl, Sitemap, and Bulk URLs.
3

Enter your URL

Type or paste your website URL (e.g. https://yoursite.com). ClientX automatically adds https:// if you omit it.
4

Configure crawl settings

Set the Re-crawl schedule (Never, Daily, Weekly, or Monthly) and the Max pages limit (up to 500). Weekly is a sensible default for most sites.
5

Click Add source

ClientX starts crawling immediately in the background. The source appears with a Crawling status until it completes.
ClientX crawls your site using a breadth-first search — it starts at the URL you provide and follows internal links page by page. For a typical 50-page marketing site, processing usually completes within 1–2 minutes. Larger sites or sites with JavaScript rendering may take longer.

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URL sub-options

If your site has a sitemap.xml, you can point ClientX directly at your domain and it fetches the sitemap to discover all pages at once. Enter just the domain (e.g. yoursite.com) — no https:// needed. ClientX will also check your robots.txt for sitemap references automatically.
Paste up to 20 individual URLs — one per line — to crawl specific pages without a full site crawl. Useful when you want to include documentation, a pricing page, and a case study library as separate sources.

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Uploading documents

Upload files when you have content that isn’t published on your website — internal documentation, pitch decks, pricing sheets, or onboarding guides. Supported formats: PDF, DOCX, PPTX, PPT, TXT, MD (up to 20 MB per file)
1

Open the Add Content dialog

Click Add content from the Knowledge Base dashboard.
2

Select File Upload

Choose the File Upload tile.
3

Upload your file

Drag and drop your file onto the upload area, or click to browse. You can select multiple files at once — each becomes its own source record.
ClientX extracts the text from your file and indexes it immediately. PDFs and Word documents are parsed for body text. PowerPoint files are processed slide by slide. Plain text and Markdown files are read directly.

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Writing Q&A pairs

Q&A pairs let you write precise, hand-crafted answers to specific questions. Use them for anything that requires exact wording — pricing, compliance topics, specific product details, or common support questions. Best for: specific product questions, pricing FAQs, support answers, anything where accuracy matters more than coverage.
1

Navigate to Q&A Cards

Go to Knowledge Base > Q&A in the sidebar.
2

Click New Q&A

Click New Q&A in the top-right corner.
3

Choose your creation method

Select Generate with AI to have ClientX draft an answer from your existing knowledge base, or Write manually to type your own.
4

Enter the question and answer

Write the question exactly as a visitor might ask it, then write (or edit) the answer. Keep answers under 150 words for best results.
5

Save the card

Click Save. The Q&A pair is indexed and active immediately.
Q&A pairs take retrieval priority over crawled content when a visitor’s question closely matches the question you wrote. If you want the agent to give a specific answer to “what does it cost?”, a Q&A pair ensures it always uses your approved wording rather than something scraped from a pricing page.

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Objection handlers

Objection handlers tell the agent exactly how to respond when a visitor voices a sales objection. Without them, the agent improvises — which rarely produces the response your sales team would want. Best for: sales objections like “you’re too expensive,” “we already have a solution,” “we don’t have budget right now,” or “I need to think about it.”
1

Navigate to Objections

Go to Knowledge Base > Objections in the sidebar.
2

Click New Objection

Click New Objection in the top-right corner.
3

Describe the objection

In Generate with AI mode, type the objection (e.g. “You’re too expensive”). ClientX will draft a response from your knowledge base — review and edit before saving. Or switch to Write manually to author the response yourself.
4

Add a desired outcome (optional)

Specify what you want to happen after the response — “Book a demo,” “Send a case study,” or “Offer a free trial.” The agent uses this as context when guiding the conversation forward.
5

Save the card

Click Save. The objection handler is active on the next conversation.

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Competitor comparisons

Competitor cards give the agent a full battlecard for each competitor. When a visitor asks “how do you compare to X?” or mentions a competitor by name, the agent draws on your positioning, differentiators, and talk track rather than making something up. Best for: when visitors ask “how do you compare to [competitor]?” or mention a competitor during a conversation.
1

Navigate to Competitors

Go to Knowledge Base > Competitors in the sidebar.
2

Click New Competitor

Click New Competitor in the top-right corner.
3

Enter the competitor name

Type the competitor’s name. In AI mode, ClientX automatically generates a full playbook — positioning, our strengths, their strengths, when we win, talk track, landmine questions, and more. Review every field before saving.
4

Review and complete the playbook

Edit any fields that need refinement. Add your real proof points, talk track language, and differentiators. The more specific you are, the more useful the battlecard becomes.
5

Save the playbook

Click Save playbook. The competitor card is indexed and active immediately.

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Managing your sources

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Source statuses

StatusMeaning
CrawlingClientX is crawling or indexing the source. This can take seconds to a few minutes depending on size.
ActiveThe source is fully indexed and the AI agent can retrieve from it.
ErrorSomething went wrong. Hover over the status badge to see the error message.

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Recrawl schedules for URLs

URL sources can be set to recrawl automatically so the knowledge base stays current as your website changes. You can set a schedule when you first add a URL, or update it later by clicking the clock icon on the source row. Available intervals: Never, Daily (every 24 hours), Weekly (every 168 hours), Monthly (every 720 hours).

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Deleting sources

To delete a source, hover over the source row and click the trash icon. You’ll be asked to confirm before the deletion completes.
Deleting a source is permanent. The AI agent immediately loses access to that content — there’s no undo. If you delete a crawled URL source and want it back, you’ll need to re-add and re-crawl it.

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Re-processing with AI

The Re-process with AI button in the search bar runs all your ready sources through an AI step that strips navigation noise and boilerplate (headers, footers, cookie banners) while preserving every fact, price, and feature. This improves retrieval quality significantly. Run it after you first populate your knowledge base or after adding several new sources.