Adding Context

Building your knowledge base is straightforward. You can add text snippets for quick entries or upload files for larger documentation.

Text snippets#

Text snippets are perfect for focused, specific context.

To add a text snippet:

1. Click Add text item in the Knowledge Base tab
2. Enter a descriptive title (e.g., "Pro Plan Features" or "Return Policy")
3. Add your content in the text area
4. Click Save

The title helps you organize your knowledge base, but the content is what the AI uses during interviews.

Best for:

• Pricing tiers and what's included
• Feature descriptions
• Company policies
• Product positioning
• Competitive differentiators
• Known issues or limitations

Example: A text item titled "Refund Policy" containing your 30-day money-back guarantee terms and conditions.

File uploads#

Files are ideal when you already have documentation written.

To upload a file:

1. Click Upload file in the Knowledge Base tab
2. Select a PDF, DOCX, or TXT file from your computer
3. The file is uploaded and text is automatically extracted
4. The extracted content appears in your knowledge base

Supported formats:

• PDF: Product docs, presentations, reports
• DOCX: Word documents, specifications, guides
• TXT: Plain text files, markdown exports

Best for:

• Existing help documentation
• Product specifications
• User guides
• Marketing materials
• Technical documentation

Example: Uploading your product's user guide PDF so the AI understands how features work together.

Editing and updating#

Text snippets can be edited after creation. Click the edit icon next to any text item, make your changes, and save. Updates take effect immediately.

Files cannot be edited. To update file content, delete the existing file and upload a new version.

Deleting items#

To remove context from your knowledge base:

1. Click the delete icon next to the item
2. Confirm the deletion

Deleting an item immediately frees up those tokens, allowing you to add new content if you're near your limit.

Best practices#

Use descriptive titles: "Enterprise Security Features" is better than "Security Stuff". Titles help you manage your knowledge base as it grows.

Keep entries focused: One topic per item. Instead of "Pricing and Features", create separate items for pricing and for features.

Update when things change: Launched a new feature? Updated your pricing? Changed a policy? Keep your knowledge base current so the AI doesn't reference outdated information.

Start small, expand as needed: Add the essentials first. You can always add more context later based on how interviews are going.

Review token usage: Check your used/available tokens regularly. If you're hitting limits, prioritize your most important context.