How It Works
Example conversation
Example conversation
User: “How do I export my data to CSV?”Agent checks: Is there an
exportToCSV action? No.Agent searches: Your documentation for “export CSV”Agent responds: “To export your data, go to Settings → Data → Export. Select CSV format and click Download. The file will include all items from the last 90 days.”What Gets Searched
Documentation Site
Product guides, tutorials, FAQs
Help Articles
How-to content, troubleshooting guides
API Documentation
For technical users asking about integrations
Connecting Your Documentation
Open the Dashboard
The agent respects robots.txt and only indexes publicly accessible pages. For private documentation, contact support.
Examples
How do I invite team members?
How do I invite team members?
Agent finds your team management docs and explains the invite flow step by step.
What's the difference between Pro and Enterprise?
What's the difference between Pro and Enterprise?
Agent pulls from your pricing/features comparison and highlights key differences.
Why can't I see the analytics tab?
Why can't I see the analytics tab?
Agent checks permissions docs and explains what access level is required.
Is there a mobile app?
Is there a mobile app?
Agent searches for mobile documentation and provides download links.
When Documentation Isn’t Enough
If the agent can’t find an answer in your documentation, it moves to the next path: escalating to your team.Best Practices
Keep Docs Current
The agent is only as good as your documentation
Use Clear Headings
Helps the agent find relevant sections faster
Include Common Questions
FAQ pages get searched frequently
Add Troubleshooting Guides
Users often ask about error messages