Knowledge Base

The Knowledge Base is where your chatbot learns. Add content from various sources to make your AI smarter and more accurate.

Content Sources

ChatReact supports multiple ways to add knowledge:

Knowledge Setup Wizard

Right after you create a chatbot, ChatReact opens a guided knowledge setup wizard with three steps: Scan website, Upload documents, and Done. It uses the same website scan and document upload flows described on this page.

You can skip either content step with Skip for now — but without content your chatbot will only give generic answers, so we recommend adding at least one source. You can always come back and add more content from the Knowledge Base later.

Website Crawler

Importing Your Website

Website import is a three-step flow on the Websites tab: preview your site structure, select pages, then import the content.

1. Navigate to Knowledge Base in the sidebar and open the Websites tab
2. Enter your website URL (e.g., example.com)
3. Optionally add Exclude URL patterns — one pattern per line, using * as a wildcard (e.g., /gallery/*)
4. Click Preview Pages — ChatReact scans your site and lists the pages it finds
5. Select the pages to import. AI-recommended pages are preselected and marked with a star — click AI Selection at any time to restore that recommendation. Your plan determines how many pages you can select.
6. Click Import Pages (the button shows how many pages you've selected) to start the import

Crawl Limits

The number of pages you can crawl and crawls per month depends on your plan. See our Pricing page for details.

Crawl Status

Monitor your crawl progress:

• Pending: Waiting to start
• Running: Currently crawling pages
• Completed: All pages processed
• Failed: Error occurred (check details)
• Cancelled: Crawl was stopped before finishing

Crawling runs in the background — you can leave the page and return later to check progress. The progress indicator updates in real-time.

Cancel a Crawl

You can cancel a running or pending crawl at any time:

• Click the Cancel button in the progress bar during an active crawl
• In Recent Crawls, each running/pending job also has a Cancel button
• If you leave the page during a crawl, the Cancel button is still available when you return

Viewing Crawl Results

After an import completes, your pages appear under Crawled Websites:

1. View all imported pages with their titles
2. Click the eye icon (View indexed content) to see the extracted content rendered as formatted Markdown
3. Search pages by URL or title to find a specific page quickly
4. Use the checkboxes to select multiple pages and delete them in one go
5. Re-crawl individual pages or the entire website

Pages that haven't been refreshed in over 30 days show an age badge (e.g., "45d old") so you can see at a glance when content is due for a re-crawl.

Re-Crawling

To update your knowledge base with fresh content:

• Single page: Click the refresh button next to any crawled page
• Entire website: Use the refresh-all button for the whole domain

Re-crawls update the content and refresh the "last crawled" timestamp. You'll receive a notification when complete. You can also cancel a re-crawl in progress.

Adding a Single URL

You don't need a full crawl to add one page. Click Add URL in the Crawled Websites toolbar, paste the page address, and ChatReact imports just that page.

CMS Integrations

If your website runs on WordPress, connect the ChatReact WordPress plugin for smarter, faster scans enriched with content-type information:

1. On the Websites tab, find the CMS Integrations card
2. Click Generate Integration Key and copy the key (it's shown only once)
3. Paste the key into the plugin's Integration tab in WordPress
4. Use Scan Website to import your content

See the WordPress guide for full plugin setup.

Documents

Upload your own files on the Documents tab:

1. Drag and drop files into the upload area, or click to select them
2. Supported formats: PDF, TXT, Markdown, CSV, JSON, DOCX (max 10 MB per file)
3. Each file shows its processing status while it's being added to the knowledge base
4. Open or delete uploaded documents at any time

Good candidates: product descriptions, FAQ lists, pricing tables, terms of service, support guides, and other text-based documentation.

FAQs

FAQs are the most direct way to teach your chatbot:

Adding FAQs

1. Go to FAQs in the sidebar
2. Click Add FAQ
3. Enter the question (as a customer would ask it)
4. Enter the answer — the rich-text editor supports formatting
5. Optionally assign to a category
6. Click Create FAQ

FAQ Categories

Organize FAQs into categories:

• Pricing
• Technical Support
• Account Management
• Shipping & Returns

FAQ Suggestions

Generate FAQ suggestions on demand:

• Generate from Knowledge Base — use the button on the Suggestions tab of the FAQs page
• Improvement Agent — the agent can suggest FAQs as part of its improvement proposals
• Manual — create FAQs yourself at any time

Review suggestions and approve or dismiss them. FAQ suggestions are available on paid plans — see our Pricing page. See the FAQ Management guide for details.

Core Instructions

Core Instructions are specific rules your chatbot must follow:

Adding Instructions

1. Navigate to Knowledge Base in the sidebar
2. Open the Instructions tab
3. Click Add Core Instruction
4. Write your instruction clearly in the editor (formatting and links supported)
5. Toggle active/inactive as needed

Effective Instructions

Good examples:

• "If a customer asks about pricing, direct them to our pricing page at /pricing"
• "Never disclose internal metrics or customer data"
• "For technical issues, always ask for the error message first"

Avoid:

• Vague instructions: "Be helpful"
• Contradictory rules
• Overly complex logic

Smart Content Search

ChatReact searches your knowledge base by meaning, not just keywords. Your chatbot finds and references the right information even when customers phrase their questions differently from how your content is written.

Best Practices

1. Start with FAQs: Add your top 20 most common questions
2. Crawl strategically: Target documentation pages, not marketing fluff
3. Review regularly: Check what questions your bot can't answer
4. Iterate: Use the Improvement Agent to refine based on feedback

Next Steps

• FAQs Management →
• Improvement Agent →
• Analytics →