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Pages agents learn from

Each agent tab asks two things: what the agent should help with, and what it should learn from.

Add links (your site, pricing page, help center or docs) and upload files (an FAQ, a guide or a policy as PDF, Markdown, text, CSV or JSON, up to 4 MB each). Frankie reads the pages, the pages they link to on the same site, and the files. The agent answers from them and cites the page or file it used.

Links and files are shared by every agent in the workspace. Use Read pages again after you publish changes.

Staying on topic​

Anything outside what you said it helps with, the agent politely declines.

When it can't answer​

Under When it can't answer, choose what happens next:

  • Hand the chat to your team. It asks for their email, and the chat lands in Escalations (and in Slack if you add a webhook).
  • Send them to your contact page or email.
  • Just say it doesn't know.

The tab shows a live preview of what visitors see, and whether the agent is live on your site. Name, greeting, the message box placeholder, the pages it shows on and instructions are under Advanced, already set up.