Notes

Open in workspace →

Notes let you add custom text content to your knowledge base without needing a web page.

Creating a note

1. Navigate to AI > Notes in the dashboard.
2. Click Add Source.
3. Enter a name (max 50 characters) and write your content (max 1000 characters).
4. Save the note, it will be indexed immediately.

Use cases

• FAQ answers that aren’t on your website.
• Internal policies or procedures for the assistant to reference.
• Product details or specifications.
• Custom responses for common questions.

Formatting

Notes are plain text. Write naturally, the AI assistant will understand and reference the content when relevant.