Smart Agent Knowledge

Your smart agent answers website visitors from your business's knowledge: the documents you upload and the facts they state, like "The application fee is $395". You manage that knowledge under Knowledge in the sidebar (see Knowledge). The smart agent connects to it, and only uses what you made Visible to website visitors. The smart agent was previously called the chat widget.

Only Owners, Admins and the Uncog AI onboarding team can open Settings → Smart Agent → Website Chat and Knowledge in the sidebar.

Connect your knowledge

1. Go to Settings → Smart Agent → Website Chat and open the Assistant tab.
2. In the Knowledge field, choose your knowledge.

The change is saved straight away, and new conversations answer from it. Choose None to disconnect it: the smart agent then answers from your business details and instructions only, and your knowledge is kept.

When your account has one set of knowledge, a new smart agent is connected to it automatically. If you set up the smart agent first, or deleted your knowledge and uploaded again, choose it in the Knowledge field yourself.

Under the field, a link shows how many disagreements between your sources are waiting to review (or No open conflicts — manage your knowledge) and opens Knowledge. If you have no knowledge yet, the field says so and links there to add documents.

You can also connect from the Knowledge page. While your smart agent isn't connected to any knowledge, a notice at the top of Knowledge reads Your Smart Agent Isn't Using This Knowledge; choose Connect, which does the same as the Knowledge field. Only Owners, Admins and the Uncog AI onboarding team see the notice.

Only knowledge visible to website visitors is shared with them

The smart agent only answers visitors from documents and facts with Visible to website visitors ticked. Anything else is never shown to visitors: the smart agent never quotes it, never repeats a fact from it, and never mentions the subject of a disagreement that only such a source raised. That knowledge is still checked against the rest, so a disagreement between them still appears under Needs Review for you to settle.

While a disagreement is open and its only confirmed side isn't visible to website visitors, visitors are told someone will confirm, and offered a person to follow up. If you settle it with Use This on that side, the side visitors could see is rejected and visitors don't get an answer on that subject.

To check what visitors would get for a question, use Try a Question at the top of Knowledge with As a website visitor chosen. To see the whole conversation, with your instructions, use the smart agent's live preview. See Smart Agent.

Which answer the smart agent uses

1. Facts visible to website visitors that you confirmed or added.
2. Facts visible to website visitors, not reviewed yet, that no other source disagrees with.
3. Passages from your documents visible to website visitors.

A topic your sources disagree on isn't answered until you settle it under Knowledge: the smart agent tells the visitor someone will confirm, and offers to have a person follow up. See Knowledge.

When the smart agent is deleted

Deleting the smart agent keeps your knowledge: every document, fact and file stays under Knowledge. A new smart agent is connected to it automatically when your account has one set of knowledge. To delete your knowledge, remove its documents under Knowledge.