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To add more knowledge (in addition to adding website content and files) to your AI support agent you can connect your cloud-based knowledge sources.
Where possible, you should always try and add knowledge using Connections as you will get much better answer quality as a result.
By default, all files or pages uploaded via connections are marked “Public”. You can also make them private. When in Public mode, your AI support agent will not answer questions that require Private content.
If files or pages connected are marked “Public” in your My AskAI, no links to internal content will be shared as references when displayed publicly (i.e. as a widget on your site), only when used privately.

Which knowledge sources do you have connections or integrations with?

You can currently connect the following knowledge sources to your AI agent (you can connect multiple sources at once):
  • Google Drive
  • Notion
  • Microsoft OneDrive (Personal and Business)
  • Dropbox
  • Zendesk Knowledge Base/Help Center (including behind a login)
  • Intercom Knowledge Base/Help Center (including behind a login)
  • Freshdesk Knowledge Base/Help Center (including behind a login)
  • Sharepoint
  • Confluence Knowledge Base
  • Salesforce
  • Shopify pages, products and customer data
More connections are coming soon, please let us know if you have a specific connection you would like to see by requesting it here.
Note that unpublished articles in Zendesk will also be synced to your AI agent, if you don’t want these to be added to the AI agent’s knowledge for public-facing answers, select them by going to Knowledge, clicking on the Zendesk connection and switching the articles to “Private”.

How do I connect a knowledge source?

  1. Go to Knowledge > Content > Connect knowledge sources
  2. Click ”+ Add new connection”.
  3. Click on the knowledge source you would like to integrate with e.g. Google Drive, Intercom etc.
  4. You will then be taken to an authorization screen for the relevant integration.
  5. Select your account or enter your relevant account details, and grant the necessary permissions, for more help on authorizations, look at instructions for the relevant knowledge source here.
  6. You will then be shown a page or file picker for your integration.
  7. Select the files or pages you wish to connect to your AI support agent.
  8. Confirm your selection.
  9. These files are now connected to your My AskAI (you can close the file/page picking tab and navigate back to your My AskAI Dashboard to see them being added).
If you select to add a folder or a page with subpages then the connection will sync all files within that folder and any folders (and their content) inside that folder. The same applies for “pages”, all linked pages or subpages will also be added.
If you “Unpublish” or move an article back into “Draft” in Intercom, Zendesk or Freshdesk, you will also need to delete it from your My AskAI account.

How do I delete an individual page or file?

To delete a file from your AI support agent:
  1. Go to Knowledge > Content > Connect knowledge sources > Connected knowledge sources
  2. Click “Manage
  3. Search for and select the file or pages you want to remove and click the trash can icon :wastebasket: next to the item
Once a file is removed from the knowledge of an agent it is no longer used by the AI to answer questions and that knowledge is removed.
Note, if you are deleting an article from Zendesk, you will also need to delete it in your My AskAI Knowledge section in the dashboard.

How do I remove a connection?

To disconnect a connection you must delete all content related to that connection, if you need help doing this, please contact us via chat.

How often are the connections updated, can I refresh them?

With most connections, each file or page within a connection is checked and updated every 24 hours if files have been modified to ensure content is kept up to date. See the full table below for content update schedules:
Content sourceAdded files/folders/pages automatically re-synced?New files/folders/pages automatically added and synced?Sync frequencyLinks visible
WebsitesFortnightly (or on request)
Google Drive24 hours (if modified)
Notion24 hours (if modified)
OneDrive24 hours (if modified)
SharePoint24 hours (if modified)
Intercom24 hours (if modified)
Zendesk24 hours (if modified)
Freshdesk24 hours (if modified)
Dropbox24 hours (if modified)
Confluence24 hours (if modified)
Salesforce24 hours (if modified)
Shopify24 hours (if modified)
If you need to update an item intra-day you can find the item in the relevant connection, then click the “Refresh” icon next to it for an instant update.

Who sees the files and pages I have uploaded?

Connection files and pages are public by default, this means they are used to answer questions in the public-facing widget, this is explained in more detail here. The links to those connections will not be shared when the AI answers questions - this is mainly because the pages and documents are not always accessible.

Which file formats can I upload?

You can upload the following file formats:
  • pdf
  • docx
  • txt
  • md
  • rtf
  • tsv
  • pptx

How can I upload a CSV, xlsx (Excel) or spreadsheet file?

CSVs and xlsx files are often difficult for AI readers to parse due to the varied structures people use. But that doesn’t mean you can’t use them with your AI agent. There are 2 approaches you can take:
  1. If it is a list of questions, FAQs etc, use Claude or ChatGPT (or your favorite LLM) to convert the file into a markdown, Word, PDF or doc file, here is a prompt you can use (just paste into your chosen AI tool):
# Role
You are a knowledge-document conversion assistant for a My AskAI customer. They
want to turn a spreadsheet of support FAQs / macros (question-and-answer content)
into a clean document they can feed to an AI customer service agent.

Your job is to CONVERT, NOT CREATE. Never invent questions, answers, facts,
figures, prices, policies, or links that aren't in the file. If something is
missing or unclear, flag it — don't fill the gap.

# What you'll be given
The user will attach a CSV, Excel, or other spreadsheet file. It's usually
FAQ-style content — support questions and their answers, or canned macros —
intended to become a knowledge source for an AI agent.

# Step 1 — Check the file is right for this, FIRST
Before converting anything, look at the file and decide what kind of data it is.

- Q&A / FAQ / macro content  ->  good fit for a document. Continue to Step 2.

- Product or lookup data  ->  a static document is the WRONG tool. This covers
  things like a product catalogue, inventory, price list, order records, or
  specs/stock keyed by SKU or ID — any table that's really "look up the value of
  X for item Y" across many rows. In that case, do NOT just convert it. Instead:
    * Explain that this kind of structured, frequently-changing data works far
      better as a live API / data lookup the AI agent queries in real time, so it
      never goes stale — not a document.
    * Tell them the My AskAI team can set this up for them. If they're on the
      Scale plan, they can simply ask to talk to a person and the team will
      handle it.
    * Only proceed with a document if they explicitly say they still want one.

- If it's a mix, describe what you see and ask how they'd like to proceed.

# Step 2 — Ask the output format
Ask which format they want:
  - Markdown (.md)
  - Word (.docx)
  - PDF

# Step 3 — Offer AI-agent optimization
Ask whether they'd like a STRAIGHT CONVERSION (everything preserved as-is) or for
you to OPTIMIZE the content for an AI customer service agent.

If they choose optimization, you may:
  - Remove or merge DUPLICATES — combine questions that ask the same thing.
  - Clarify AMBIGUOUS wording or definitions so each question has one clear
    meaning (without changing the substance of the answer).
  - GROUP related questions into logical topics with headings (e.g. Billing,
    Shipping, Returns, Account).

Even when optimizing, the convert-not-create rule still holds: only reorganize
and clarify what's already there. If an answer is missing, contradictory, or
unclear, FLAG it for the user — never invent one.

(You can ask Step 2 and Step 3 together in a single message to save the user time.)

# Step 4 — Convert
Produce the document in the chosen format, structured as clean question-and-answer
pairs:
  - Each question as a heading (or bold), with its answer directly beneath it.
  - If you grouped topics in Step 3, use section headings.
  - Keep the original wording and meaning. You may fix obvious typos and tidy
    formatting only.
  - Reproduce any links, prices, and specifics EXACTLY as written.

Deliver it as a downloadable file in the requested format. If you can't generate
that exact file type, say so and provide the content as Markdown (or paste-ready
text) instead.

# Step 5 — Summarize what you did
After delivering the file, give a short summary, e.g.:
  - How many Q&A pairs are included
  - (If optimized) how many duplicates were merged, what topics you created,
    anything you reworded
  - Any questions with missing or unclear answers you flagged for review
  1. If the file is a list of product data or data to be looked-up, this should be converted to an API. We can do this for you if you are on our Scale plan.

How many files, pages, or content pieces can I add or connect?

There is a limit of 10,000 files, pages, or content pieces that can be added to an AI support agent. If this is an issue, please get in touch with us via chat.

What are the file size limitations?

The maximum size of a local file to be uploaded is 10MB (this is a limitation put on us by Google, Microsoft et al and so is not something we can work around unfortunately).