Getting started

Crawl your first site and build a knowledge base

Everything the assistant will ever say comes from what you index here. It is worth ten minutes of care.

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Answer quality is decided at indexing time

A bot that refuses too often has almost always been pointed at too little, and one that answers oddly has usually been pointed at the wrong things — pagination, tag archives, or a staging copy of the site.

  • The bot refuses questions your site clearly answers somewhere
  • Answers cite tag archives and pagination rather than real articles
  • An old staging domain was indexed alongside production
  • Nobody checked what was actually crawled before going live

Add your site as a source

Open your bot's Knowledge tab and paste your site's URL under Crawl site. Use the canonical production domain — the one with your real content — rather than a staging or preview host, because whatever you index here is what the assistant will cite to customers.

The Knowledge tab's source picker, with tabs for Crawl site, Single URL, Upload file, Notion and Snippet. The Crawl site tab is selected and shows a URL field beside a Crawl site button.
Crawl site is one of five source types. Single URL takes one page rather than following links, and Upload file covers anything that is not published on the web.

Use the production domain

Indexing staging means citing staging URLs in live answers.

Include the docs subdomain

If help content lives elsewhere, add it as a second source.

Let the first crawl finish before judging it

The initial crawl discovers pages by following links from the entry URL. On a large site this takes a while, and testing halfway through produces refusals that look like a quality problem but are only an incomplete index.

Review what was actually indexed

Read the source list rather than trusting the count. You are looking for two things: important pages that are missing, and noise that should not be there — tag archives, paginated listings, author pages, and anything from a domain you did not intend.

The Knowledge tab after a crawl, reading 4 of 4 pages indexed above a table of sources — Our roasts, Shipping, Subscriptions, and an FAQ — each marked ready with a chunk count and when it was last updated.
Every source should read ready. A page stuck outside that state was reached but not indexed, and the assistant cannot answer from it.

Missing pages

Usually means they are not linked from anywhere the crawler reached.

Noise

Archives and pagination dilute retrieval; remove them.

Ask it five questions you already know the answer to

Open the Playground — your real widget on a staged page — and ask questions whose correct answers you can verify: your refund window, your pricing, your opening hours. Check the citation on each, not just the answer. A right answer citing the wrong page means retrieval is working by luck, and the next question will not be so lucky.

The chat widget answering the question Do you ship internationally with a specific reply about worldwide shipping, a flat rate, and delivery times, followed by a small numbered citation marker.
The [1] after the answer is the citation. Click it: if it does not open the page that actually contains the claim, fix that before you go live.

Fill the gaps you just found

Anything it refused that it should have answered is a coverage problem: either the page exists and was not indexed, or the page does not exist. The first is a source fix, the second is a writing task. Analytics groups every refusal into themes under Content gaps, so you do not have to keep your own list.

The Content gaps panel in Analytics, built from seven failed answers in the last thirty days. Each row names a theme such as product origin and certification or subscription management, quotes the question a visitor actually asked, and offers to show suggested content or write an answer.
Grouped by theme and ranked by how often each was asked, quoting the visitor's own wording — which is usually a better article title than the one you would have chosen.

Common questions

How long does the first crawl take?
It depends on the size of the site and how deeply pages are linked. A small marketing site is quick; a large documentation site takes longer. Wait for it to complete before testing, because a partial index produces refusals that are not real.
Can I index more than one domain?
Yes. Add each as its own source — commonly your marketing site plus a separate docs or help subdomain.
What if content is behind a login?
The crawler reaches publicly published pages. Gated material can be added as uploaded documents instead, so it is answerable without being public.

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