Add a snippet
1
Open Knowledge
Sidebar → Knowledge → New source → Text snippet.
2
Give it a name
Something you can find later: “Shipping policy”, “Pricing 2026”, “EU return window”.
3
Paste the content
Plain text. Markdown headings work — use them to help structure long snippets.
4
Pick an agent and save
The snippet is indexed within seconds.
Good snippets
- Are about one topic — one snippet per policy, not a mega-doc with everything.
- Are ~100–500 words. Shorter loses context; longer gets chunked anyway.
- Have explicit answers, not marketing fluff. “We ship to 27 EU countries in 3–5 business days.” beats “We believe in delighting customers with fast delivery.”
- Mention the specific terms customers use — if they say “return”, write “return”, don’t only write “refund”.