For an AI agent to answer questions about your products, prices, and terms, it needs a knowledge base — a set of texts and files it searches for answers. Without a knowledge base, the agent relies solely on the system prompt and the model's general knowledge, meaning it knows nothing about your specific product.
In Auralix, the knowledge base has two parts:
- Texts — documents, articles, service descriptions, price lists. The agent reads these and answers in words.
- Photos and videos — images, MP4s, PDFs that the agent sends directly to customers in the chat.
This guide covers both parts: how to add materials, how to structure them correctly, and how to verify that the agent is actually using the right data.
What You'll Need
- An Auralix project with an agent already created.
- Text content about your product: descriptions, prices, FAQ, terms and conditions.
- Optionally: photos, PDF price lists, or videos to send to customers in the chat.
Step 1. Open the "Knowledge Base" Section
In the dashboard, go to your project, then select "Knowledge Base" from the sidebar.
You'll see two tabs: "Texts" and "Photos & Videos". Start with texts.
Step 2. Add Text Documents
There are three ways to add text:
Upload a File
Click "Upload File" and select a .txt or .md file. This works well if you already have ready-made content — a company description, FAQ, or product catalog.
Add a URL
Click "Add URL" and paste the address of a page on your website. The system will automatically extract the text.
Important: after processing, always open the document and edit the extracted text. Remove noise: navigation menus, footers, ad banners, repeated blocks. Keep only the useful information.
Create a Document Manually
Click "Create Document", enter a title, and write the text directly in the editor. This is the most controlled method — you see exactly what goes into the knowledge base.
Step 3. How to Structure Your Text
The quality of your agent's answers depends directly on how well-structured your documents are. A few rules:
Each product or service gets its own section with a heading. Use the format ## Name (key parameters). For example:
## CRM for Small Business (5+ employees)
Brief description in 1–2 sentences.
- Price: from $19/month
- Trial period: 14 days free
- Includes: deals, contacts, tasks, email integration
- Best for: retail, services, B2B sales
Put key parameters in the heading. The agent searches by headings. ## Python Course (ages 9–14, online) is better than ## Course 3.
Use concrete data — prices, timelines, specs. Without them, the agent can't answer pricing questions. Don't write "price on request" — write the actual figure or range.
Create a summary catalog document. One document listing ALL your products and services — name, brief description, key parameters. This helps the agent answer general questions like "what do you offer?" and "what does your business do?"
Don't add noise. Review pages, site navigation, legal texts, cookie policies — all of these hurt search quality. Only upload content that contains facts about your product.
Use Markdown: ## headings, - lists, **bold**. Structured text is much easier for the agent to work with than a wall of unformatted prose.
Step 4. Wait for "Ready" Status
After adding a document, it goes through several stages:
| Status | What's happening |
|---|---|
| Queued | Document is waiting to be processed |
| Processing | Text is being split into chunks, embeddings are being generated |
| Ready | Document is indexed and used in agent responses |
| Error | Processing failed — check the URL or file contents |
Only documents with "Ready" status are used in responses. You can manually refresh the status using the "Refresh Status" button in the table.
Step 5. Add Photos, Videos, and PDFs (If Needed)
If customers might ask "can you send the price list?", "do you have product photos?", or "show me the video?" — go to the "Photos & Videos" tab.
- Click "Upload File" and select an image, MP4, or PDF (up to 50 MB). Or click "File from URL" and paste a direct link.
- Fill in the title and search description. This isn't a caption — it's a hint telling the agent which customer questions should trigger sending this file.
- Wait for "Ready" status.
Example of a good description:
Title: Course Catalog 2026
Description: PDF with prices for all children's courses.
Send when the customer asks about cost, pricing, price list,
or wants to download the price list.
Supported formats: PNG, JPG, WebP, GIF, MP4, PDF.
Step 6. Test Your Agent
Once documents reach "Ready" status, test the agent — open the widget or go to the agent tab and ask a few questions.
Test these scenarios:
- Ask about a specific price or service that's in the knowledge base.
- Ask for a media file: "Do you have a price list?", "Show me the video."
- Ask a general question: "What do you do?" — the agent should draw from the catalog.
If the agent says it doesn't know something that's in the knowledge base, check that the relevant document is in "Ready" status and that the fact is stated explicitly rather than implied.
Common Issues
Agent doesn't know the price, even though it's there. The document is likely still processing, or the price is buried in unstructured text. Put it on its own line.
Document stuck on "Processing." Refresh the page and click "Refresh Status." If the status doesn't change, try re-saving the document.
Agent responds based on the URL but mentions the site menu. After processing a URL page, open the document and delete the navigation blocks from the extracted text.
Media file isn't being sent. Make sure the description is filled in (at least 10 characters) and the document is in "Ready" status. Test with a phrase from the description.
Summary
A good knowledge base isn't just uploaded files — it's structured text with concrete facts. The key steps:
- Create documents with product descriptions, prices, and terms — each service in its own section with a heading.
- Add a summary catalog of all products for general questions.
- When adding URL pages — clean up the extracted text by removing noise.
- Add media files with descriptions if customers ask for price lists, photos, or videos.
- Wait for "Ready" status and test the agent in a conversation.
The more accurate and clean your knowledge base, the fewer vague answers your agent will give — and the higher your conversion from conversation to lead.
