Add your knowledge

Knowledge is the information Hello uses to answer customers. Add clear, current material, such as price lists, policies and FAQs, rather than a long document full of unrelated detail.

Adding a source doesn't publish it straight away.

Add text or files

1. Open Settings.
2. Find Knowledge.
3. For text, enter a title and the text, then select Add.
4. For files, select Choose files under Upload files.
5. Wait for each item to appear in the list.

Each text entry can be up to 20,000 characters. Files can be PDF, TXT, MD or CSV, up to 10 MB each and eight files in total. Save Word documents as PDF first.

Check and publish

1. Select Check and publish.
2. Allow up to two minutes while Hello reads your documents.
3. Review Said on most calls and Looked up.
4. Sort out any items that need your decision.
5. Approve as shown on screen.

Some items need a Leadica check before they're used. See approval checks.

Keep it tidy

Delete old material and add the corrected version, then check and publish again. Use What Hello knows to see what's live. A successful upload on its own doesn't mean the new facts are live.