Knowledge Base & RAG
What is RAG?
Retrieval-Augmented Generation (RAG) means the AI does not rely on its training data alone. Before generating a response, it searches your knowledge base for the most relevant content, then uses that content to craft an accurate, grounded answer.
How It Works (Step by Step)
- Import -- You add content via text, URL, sitemap, PDF, or a Markdown/TXT file.
- Chunking -- The system splits content into ~500-token chunks with overlap for context continuity.
- Embedding -- Each chunk is converted to a vector using OpenAI
text-embedding-3-small. - Indexing -- Vectors are stored and indexed for fast similarity search.
- Query -- When a visitor asks a question, the query is embedded and a semantic search retrieves the top-K most relevant chunks.
- Generation -- The AI model receives the retrieved chunks as context and generates a factual response.
Import Methods
| Method | How | Best For |
|---|---|---|
| Text | Paste directly into the editor | FAQs, policies, quick snippets |
| URL | Enter a web page URL; Conviro crawls it | Blog posts, product pages, docs sites |
| Upload a PDF file (max 10 MB) | Manuals, whitepapers, catalogs | |
| Markdown / TXT | Upload a .md or .txt file | Internal SOPs, FAQs, training notes |
Chatbot-Scoped Knowledge Bases
Each chatbot can have its own dedicated knowledge base. This means:
- A "Sales Bot" only sees sales-related content.
- A "Support Bot" only sees support-related content.
- No cross-contamination of answers.
Configure this in Dashboard -> Assistants -> Your Bot -> Knowledge Base tab.
Tips for Best Results
- Use FAQ format -- "Q: How do I reset my password? A: Go to Settings -> Password..." gives the clearest signal to the AI.
- Keep chunks focused -- One topic per source. Avoid uploading a 200-page PDF without splitting it.
- Update regularly -- Outdated information leads to wrong answers. Review sources quarterly.
- Add negative examples -- "We do NOT offer phone support" prevents the AI from hallucinating features you do not have.
- Test after every import -- Open the widget and ask questions related to the new content.
- Monitor AI answers -- Check Sessions history for low-confidence or incorrect responses and refine your KB.