Overview
Part of the power of CloseBot is the knowledge library. Remember, if you're on an Agency plan, your clients are able to upload their own Knowledge Library items that get attached automatically to their source. Not all uploads are created equal. The quality of the resources you upload impact the effectiveness of your agents.
When you're assigning items to bots, more isn't always better. Upload items that contain relevant information. The more items you upload that are filled with irrelevant information, the less likely your Agent is to find answers it's looking for. Learn more about different types of uploads here and reasons why you may want to use (or avoid) each of them.
Web Scraping
Many people jump at the opportunity to start scraping documents. While Web scraping is convenient, there is often a lot of garbage included in the result. Side bar info, headers, footers, invisible code... all of this gets saved into your library entry. CloseBot does its best to clean up information, but with a large variety of websites, it's not guaranteed to be perfect.
Keep in mind, CloseBot can only scrape actual websites... putting in a Google Doc link or some other kind of magic link will not work. CloseBot also re-scrapes websites every 24 hours to update the knowledge base with site changes.
Learn more about web scraping HERE.
Document Uploads
You may have formatted documents that you want to upload for your bots to reference. Keep in mind that this can still introduce some of the noise that we explained in the Web Scraping section
PDF - PDFs can be especially troublesome if they have strange formatting behind the scenes
DOC and DOCX - These files are made by saving a word file and are formatted better than PDFs
TXT - This is a reliable what you see is what you get document type that leaves little room for error
CSV - This too can be a reliable way to upload information, especially a list of Q&A or links, just remember to name the headers in a helpful (descriptive) way so the AI knows what your columns mean.
Keep in mind, bot bot will only know the contents of the documents, it won't know the document title. So you will not be able to reference documents within your bot settings.
Text Input
This is going to be the most reliable, but also the most cumbersome way of saving a library item. This automatically converts the file to a bot-friendly .txt file without formatting errors.
Summary
Remember, bots like organized documents just like us humans! Remember your elementary school days and use paragraphs, line breaks, lists, etc. to make everything clear.