Knowledge Pages

Publish deep product knowledge that AI can reliably retrieve

Use rich-text pages for structured explanations, policies, and procedural guidance where depth and context matter.

Rich-text authoring workflow

Knowledge Pages provide a dedicated rich-text editor for long-form support articles and structured documentation that the AI assistant can retrieve in context. The editor supports inline formatting, headings, and structured layouts so teams can author comprehensive guides without leaving the platform. Save protection ensures that in-progress edits are never accidentally lost.

Inline title and rich-text body editor

Write and format full-length articles with a purpose-built editor that supports headings, lists, and inline formatting.

Create and edit flows with save protection

Unsaved changes are protected with confirmation prompts so teams never lose work during the authoring process.

Designed for full-article knowledge content

The page format is optimized for multi-paragraph explanations, procedures, and guides that require narrative depth.

Indexing lifecycle and visibility

Each page is indexed as a page-type source with chunk counts, retrieval counts, and active/inactive status control visible directly in the list view. Teams can see at a glance which pages are actively being retrieved and how many chunks each page generates. Created and updated timestamps make it easy to identify stale content that needs review.

Page source type with chunked indexing

Pages are automatically split into retrieval-optimized chunks and indexed alongside other knowledge types in the same pipeline.

Status and activity toggles

Toggle pages active or inactive to control whether they participate in retrieval without needing to delete and recreate content.

Created and updated timestamps in list views

Track when each page was authored and last modified so teams can prioritize review of older, potentially outdated content.

Update behavior for evolving docs

When content changes, pages are automatically re-embedded so retrieval stays aligned to the latest published version. Content hashing detects whether the text actually changed, avoiding unnecessary re-embedding when only metadata is updated. This keeps the knowledge base current without manual intervention while minimizing compute overhead for minor edits.

Content hashing to detect changes

A hash comparison determines whether page text actually changed, preventing wasteful re-embedding on metadata-only saves.

Re-embedding on content updates

When content does change, new embeddings are generated automatically so the assistant immediately retrieves the latest version.

Metadata-only updates when text is unchanged

Saves that only affect title or status skip the embedding pipeline entirely, making routine maintenance fast and efficient.

2. What it is

Knowledge Pages are authored, page-type knowledge sources with a dedicated editor. They are best for long-form content where structure and narrative context improve answer quality.

3. When to use it

  • Multi-step onboarding or troubleshooting guides.
  • Policy explainers that need context and examples.
  • Feature documentation where sections matter for retrieval.

4. When not to use it

  • Exact fixed responses that should never vary (use Custom Answers).
  • Tiny, frequently changing facts (use Snippets).
  • External docs that should sync automatically (use Knowledge Sources).

5. Setup steps in app

  1. Open Knowledge Pages and create a new page.
  2. Write title and rich-text content in the editor.
  3. Save page and verify chunk and retrieval metrics in the list.
  4. Edit content when docs change to trigger re-embedding.
  5. Toggle inactive if the page should stop influencing retrieval.

6. Best use cases

  • Comprehensive setup instructions with fallback paths.
  • Feature and pricing explainers with nuanced caveats.
  • Internal support playbooks that require full context.

7. Common pitfalls and how to avoid them

  • Pitfall: pages that are too broad. Avoid by splitting into focused articles.
  • Pitfall: stale guidance. Avoid with release-linked update ownership.
  • Pitfall: overlap with snippets/custom answers. Avoid by assigning one source of truth per statement.

8. Success metrics to track

  • Page retrieval count by article.
  • Gap recurrence for topics covered by pages.
  • Resolved conversation rate for page-covered themes.

Which option should you use?

Use this matrix to choose the right knowledge option for each support intent.

Intent Best option Why Link
Exact policy wording Custom Answers Deterministic response for high-risk phrasing. /custom-answers
Short operational facts Snippets Fast to publish and update. /snippets
Multi-step guides Knowledge Pages Better for long-form structure and context. /knowledge-pages
Synced external docs Knowledge Sources Best for URL crawl and document ingestion workflows. /knowledge-sources
Baseline product framing Product Profile Keeps answers aligned with core positioning. /product-profile
Operational constraints and fallback rules Assistant Contexts Adds scoped behavioral context without rewriting docs. /assistant-contexts

FAQ

10. Knowledge pages FAQs

When should I use Knowledge Pages instead of Snippets?

Use Knowledge Pages for long, structured explainers. Use Snippets for short factual blocks that change frequently. Learn more

Can I disable a page without deleting it?

Yes. Pages support active/inactive toggles so you can temporarily remove them from retrieval. Learn more

What happens after editing a page?

Content changes trigger re-embedding so retrieval uses the updated version; metadata-only changes avoid full re-embedding. Learn more

Launch a conversation layer your whole GTM team can use.

Unify grounded AI, web and WhatsApp coverage, human handoff, and conversation analytics without stitching together separate tools.