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Importing knowledge into your AI Agent

The three ways to bring knowledge into an AI Agent without typing it, from your website, from a document, or from another bot, and how to review what comes back.

Before this release, every piece of knowledge an AI Agent used had to be typed in by hand. Most of it already existed somewhere — on your website, in a policy document, or inside an agent you had already set up for another property.

The Import button in the Knowledge tab brings that content in for you. It reads the source, extracts what it finds, and shows you everything before adding anything, so you decide item by item what the agent keeps.

Before you start

  • Import adds knowledge to the agent you have open. It does not touch any other agent.

  • Nothing is added until you approve it, and nothing reaches guests until you click Activate.

  • You can import into an agent that is already live. Accepted items are held as draft changes like any other edit, and reach guests when you activate.

  • Extracted content is generated from your source, not copied word for word. Plan to read it.

Running an import

  1. Open the AI Agent and click the Knowledge tab.

    Click on Knowledge

  2. Click Import in the toolbar above the list.

    Click on Import

  3. The Import knowledge dialog opens with three sources. Click one to expand it.

    Click on Import knowledge…

  4. Fill in what that source needs, then click Import.

    Click on <a href="https://hotel-example.com" rel="nofollow noopener noreferrer" target="_blank">https://hotel-example.com</a>

  5. A progress bar runs while the source is read. You can click Cancel at any point to stop it.

    Click on 10%

  6. When it finishes, the Review extracted knowledge step opens. See below.

The three sources

Start with Website on a new agent. It gets you from empty to useful in one step. Add documents afterwards for the operational detail that is not published anywhere, and copy from another agent for the policies you have already written once.

Website

Point the agent at your hotel's website and it collects the content it finds there.

Expand Website, type the address into Website URL, and click Import. The field expects a full address, in the form https://your-hotel.com

It reads more than the page you give it. In testing, a chain's home page address produced twenty-three items covering check-in and check-out times, early check-in and late check-out fees, a children's breakfast policy and loyalty tier benefits — none of which sat on the home page itself. Give it the address of your main site rather than hunting for your FAQ page.

This is the fastest way to fill an empty agent. Most of what a guest asks about before arrival is already published on your site, and this route captures it without anyone retyping it.

It is also the route that most needs checking. A website is written to sell rooms, not to answer questions, so the wording can be more promotional than you want an agent to sound. Marketing copy also goes stale in places your operations team would never leave a knowledge item stale.

Existing bot

Copy the knowledge out of an AI Agent you have already built.

Expand Existing bot, choose the agent you want to copy from in Select agent, and click Import.

Use this when properties in your group share policies. If your cancellation terms, group booking rules or brand tone are the same everywhere, write them once in one agent and copy them into the others rather than maintaining the same wording in five places.

This route copies knowledge only. It does not bring across the other agent's name, tone or assignment rule. To copy a whole agent, duplicate it instead, see Running multiple AI Agents for different scenarios.

The copy is a snapshot. Knowledge does not stay linked between the two agents. If you later change the cancellation policy in the agent you copied from, the copy does not update. When a shared policy changes, it has to be changed in every agent that carries it.

Local file

Upload a document from your computer and the agent extracts knowledge from it.

Expand Local file, then either click Click to upload or drag the file onto the box. The accepted formats are PDF, DOCX, PPTX, HTML and TXT.

This is the right route for the material that never made it onto your website: the arrivals handbook, the accessibility statement, a rate sheet, the standard operating procedure your front desk works from.

Reviewing what was extracted

Every import ends at the same screen: Review extracted knowledge, headed with how many items were found — for example, "We found 23 items. Please review them and uncheck any that you don't want to add."

Click on Check-in time…

Each item is listed with its topic and its content, and each has a checkbox. Everything is ticked by default, so an unread click of Add to knowledge adds all of it. Untick anything you do not want. Click Cancel to discard the whole import.

Click on Cancel

You can stop an import at either point: Cancel is available while the progress bar runs, and again here at the review step. Nothing is added unless you click Add to knowledge.

Read the list before you accept it, and untick on four grounds:

  • It is wrong. An extraction reflects the source. If the source was out of date, so is the item.

  • It is a specific, not a policy. Knowledge should carry your rules, not one booking's details. The agent reads live reservation data separately on verified channels. See Answering reservation questions: how guest verification works.

  • It is not something a guest would ask. Imports pick up material that is true but useless in a conversation — press releases, careers pages, investor information.

  • You already have it. Nothing is matched against your existing items, so importing the same source twice gives you two copies of everything and the agent may then answer inconsistently.

Click Add to knowledge and the items you kept join the list. Tag them while they are still easy to find — tagging at import time is far less work than tagging a hundred items later, and it is what makes the list navigable once it is large. See Organising knowledge with tags.

When you are satisfied, click Activate to apply the changes to the live agent.

If the import fails

If the address cannot be reached, the dialog shows Something went wrong… with the line "Could not reach this website. Check that the address is correct and publicly reachable."

The URL stays in the field, so you can correct it and try again. Check three things: the address is spelt correctly and includes https://, the site is publicly reachable rather than behind a login or a staging password, and the site is actually up.

What this does not do

  • Import does not keep anything in sync. Every route produces a one-time copy. Re-importing after your website changes creates new items; it does not update the old ones.

  • Import does not de-duplicate. Nothing is checked against what the agent already has.

  • Import does not judge quality. The review step shows you everything it found; it does not flag anything as doubtful. That judgement is yours.

  • A file upload is not the same as reading guest attachments. Uploading a PDF here teaches the agent. It does not let the agent read a PDF a guest sends in a conversation — the agent still escalates those. See What the AI Agent does not do today.

Need Help?

Please contact us through the 'Talk to Us' option on the left menu in the platform, or through the Bookboost Support email at support@bookboost.io if you have questions or need additional support.

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