The text editor is the most flexible way to add knowledge. This article explains how to use it.

Accessing the Text Editor

  1. Go to AI Config > Knowledge
  2. Find the knowledge category you want to add
  3. Click Edit in Text Mode or the edit button

The Text Editor Interface

The editor provides:

  • Editing area — Write or paste your content
  • Formatting toolbar — Apply text formatting
  • Preview mode — See how it looks
  • Templates — Pre-built structures to start from

Formatting Your Content

Headers

Use headers to organize content:

## Main Section
### Subsection

Lists

Create bullet or numbered lists:

- First item
- Second item
- Third item

1. Step one
2. Step two
3. Step three

Emphasis

Make text stand out:

**Bold text**
*Italic text*

Using Templates

Many knowledge types include templates:

  1. Open the text editor
  2. If a template is available, it pre-fills the editor
  3. Modify the template content with your information
  4. Save when complete

Best Practices

Structure Content Clearly

Use headers and lists to organize information logically.

Write Conversationally

The agent will use this content in conversations, so keep it natural.

Be Concise

Provide enough detail but avoid unnecessary verbosity.

Update Regularly

Keep content current as your business changes.

Saving Your Work

After editing:

  1. Click Save to save without publishing
  2. Click Save & Publish to make it live immediately