Building replies from your knowledge
Upload files, links, and FAQs so every draft sounds like your team—not a generic chatbot. Start from zero and grow a library your whole org can trust.
Start with what you already have
You do not need a perfect wiki on day one. Pull in a PDF price list, a Notion export, or your existing FAQ page. Jambo Contact extracts text, converts it to searchable chunks, and embeds those chunks so the agent can retrieve the right passages when drafting.
Add URLs to crawl documentation or marketing pages on your domain. Section roots like /docs or /blog are detected so crawls stay focused instead of wandering the entire internet.
Organize sources your team recognizes
Each upload or crawl becomes a knowledge source with a clear status: processing, ready, or needs attention. Coverage indicators show how many chunks have embeddings so you know when retrieval is actually live.
Keep sensitive material out of public forms—knowledge stays inside your workspace and only informs drafts your team reviews before sending.
Tune the agent voice
Beyond raw documents, add guidance instructions in agent settings: how formal to be, what to avoid promising, when to escalate to a human. Preview chat lets you test questions prospects actually ask before they hit your inbox.
Short, specific guidance beats long rule lists. Think "we do not offer refunds on setup fees" rather than twenty bullet points of generic politeness.
Grow the library over time
When a teammate answers a novel question well, capture that answer as a new FAQ source. When pricing changes, update the file and re-process. The library compounds—each addition makes the next draft faster and more accurate.
Inbound-heavy teams often see the biggest win after a dozen sources: enough context for pricing, scope, timelines, and positioning without repeating the same explanations in every thread.
Try it in your workspace
Set up your first form, add a few knowledge sources, and see how routing and drafts work on real submissions.
Create your workspace