Knowledge Base
How to create, edit, and manage the knowledge that powers your AI agents and Command
What Is the Knowledge Base?
The Knowledge Base is a collection of documents that tell your AI agents and Command assistant about your business. It's how you teach the platform your brand rules, services, offers, FAQs, and workflows.
When you ask Command a question or give it a task, it reads your Knowledge Base first to understand your context — your voice, your policies, your specifics.
Think of the Knowledge Base as your business's cheat sheet for AI. The better it is, the more accurate and on-brand your AI becomes.
Document Types
| Type | Purpose | Example |
|---|---|---|
| Brand guidelines | Voice, tone, colors, messaging rules | "We always say 'team members' never 'staff'" |
| Service descriptions | What you offer, pricing tiers, packages | "Our basic plan includes 3 agents and 500 minutes" |
| FAQs | Common questions and approved answers | "What are your hours? We're open Mon–Fri 9–6" |
| Offers & promotions | Current deals, discount codes, expiration dates | "Spring sale: 20% off through March 31" |
| Workflow constraints | How your business operates, approval chains | "All quotes over $5K require manager approval" |
| Skills | Structured agent instructions (SKILL.md format) | Step-by-step procedures for complex tasks |
Creating a Document
-
Go to Knowledge Base in the sidebar
-
Click Add Document
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Fill in the details:
- Title — Clear, descriptive name (e.g., "Brand Voice Guidelines")
- Type — Choose the category that fits
- Content — Write or paste your document in Markdown
- Universal inject — If checked, this doc is always included in agent context (use for brand rules and core policies)
- Linked website — Optionally associate with a specific website
-
Click Save
Index documents are auto-managed by the platform — you can't create or edit them manually.
Editing & Deleting
| Action | How |
|---|---|
| Edit a document | Open it, make changes, save |
| Delete a document | Open it, click delete, confirm |
| Download a document | Click download — skills export as .zip, others as .md |
Some documents may be marked read-only — these were created by your agency and cannot be modified. Contact your agency if you need changes.
Uploading Skill Zips
If your agency provides a skill package (a .zip file containing a SKILL.md and supporting files):
- Go to Knowledge Base
- Click Upload Skill Zip
- Select the
.zipfile - Enter a title
- Optionally set universal inject or link to a website
- Upload
The platform extracts the SKILL.md and all bundled files automatically.
How Command Uses Your Knowledge Base
When you interact with Command, it:
- Lists available knowledge resources — sees all your docs
- Reads relevant docs before acting — checks brand rules, service info, workflow constraints
- Treats Knowledge Base as source of truth — if your KB says "We never discount below 10%", Command won't offer a 15% discount
Universal Inject Documents
Documents marked universal inject are loaded into every Command session automatically. Use these for:
- Brand voice and tone rules
- Core service descriptions
- Business hours and contact info
- Policies that always apply
Website-Specific Documents
Documents linked to a specific website are only loaded when Command is working on that site. Use these for:
- Per-location details
- Website-specific offers
- Location-specific FAQs
Tips for Great Knowledge Base Docs
- Be specific — "We offer three plans: Basic ($299/mo), Pro ($599/mo), Enterprise (custom)" is better than "We have multiple plans"
- Use Markdown — Headers, lists, and tables make it easier for AI to parse
- Keep it current — Outdated info leads to outdated AI responses
- One topic per doc — Easier to maintain and for Command to find the right info
- Mark universal docs — Anything that always applies should be universal inject