Knowledge sources

Docs · Knowledge

The AI answers from what you give it. Add websites, connected tools, Q&A pairs and shared links under Settings → AI & knowledge → Knowledge sources; upload files and write articles on the Knowledge Base page (Knowledge in the sidebar).

Before you start

  • Difficulty: Easy
  • Time: 10 minutes
  • You need: An admin or owner account
  • You need: For a connector: an API token or integration secret from that tool

Steps

  1. Add your website

    Enter the site address. ZChat reads its sitemaps (sitemap.xml, sitemap_index.xml, wp-sitemap.xml and the Sitemap lines in robots.txt), then follows links on the same host. Narrow it with include and exclude patterns: * matches anything, a pattern without * matches as a prefix, and exclude wins over include. A page limit per website is optional.

  2. Connect a tool

    Pick Notion, Zendesk Help Center, Confluence, Intercom Articles, or Web pages & RSS feeds, paste its credentials and save. Credentials are encrypted and never shown again.

  3. Upload files

    On the Knowledge Base page, choose Import a document to upload .txt, .md, .csv, .docx, .pdf, .pptx, .xlsx or .html files, or .png, .jpg and .webp images, up to 10 MB each. Each file becomes a draft article you review and publish. Images and scanned PDFs need OCR, which needs an OpenAI key on the workspace.

  4. Choose a re-sync schedule

    Each website and connector re-syncs Off, Weekly (the default) or Daily. Daily re-sync is on paid plans; the free plan offers Weekly or Off. A workspace that moves to the free plan keeps its sources, and a daily one falls back to weekly.

Every source

  • Website: The site address, optional include/exclude patterns (up to 20 each) and a page limit. Re-syncs fetch only changed pages and remove a page after it is gone on two syncs in a row.
  • Notion: An integration secret from notion.so/my-integrations. Imports the pages and databases shared with that integration.
  • Zendesk Help Center: Your subdomain; optionally an agent email and API token to include restricted articles (cited by title only), and section ids. Drafts are skipped.
  • Confluence: Your site (acme.atlassian.net), an account email and an API token; optionally space keys. Imports current pages.
  • Intercom Articles: An access token from the Intercom Developer Hub and your region (US, EU or AU); optionally collection ids. Imports published articles.
  • Web pages & RSS feeds: Up to 50 public page or RSS/Atom feed URLs. One article per page or feed item.
  • One-off imports: A Google Docs, Sheets or Slides link, YouTube captions, one web page or a Q&A pair, under Other sources on Knowledge sources; a public page or bulk Markdown, on the Knowledge Base page. These do not re-sync on a schedule.

Good to know

  • Limits are the same on every plan: 60 pages per sync for each website, up to 10 website sources, 100 documents per sync for each connector, and 200 articles per workspace across all sources.
  • A failed sync changes nothing, so an outage or a revoked token never empties the knowledge base. Disconnecting a source removes its articles.
  • Freshdesk is not a knowledge connector today.

Keeping articles in sync from your own system? The REST API can create and update knowledge-base articles under your own ids.