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When a user’s request falls outside your defined actions, the agent searches your documentation and guides the user through the answer.

How It Works

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.”
The agent acts as a knowledgeable support rep who knows your product inside and out.

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

1

Open the Dashboard

2

Select Your App

Choose the app you want to configure
3

Add Documentation URL

Under Documentation, add your docs URL. The agent indexes your content automatically.
The agent respects robots.txt and only indexes publicly accessible pages. For private documentation, contact support.

Examples

Agent finds your team management docs and explains the invite flow step by step.
Agent pulls from your pricing/features comparison and highlights key differences.
Agent checks permissions docs and explains what access level is required.
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