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The knowledge base gives Sales CoPilot deeper knowledge about your company, products, and services. When a homeowner asks a question that isn’t covered by your FAQs, Sales CoPilot searches your knowledge base documents for relevant information and uses it to generate a more accurate, on-brand answer.

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Company profile

The knowledge base profile tells Sales CoPilot how to represent your company when answering questions. Open the Settings page to configure these fields:
  • Tagline — a short description of your company, e.g. “Arizona’s #1 rated solar installer since 2015”
  • About — a paragraph about what your company does, your specialties, and what sets you apart
  • Trust signals — certifications, awards, ratings, or other credibility markers (e.g. “BBB A+ rating, 500+ 5-star reviews”)
  • Service coverage — the areas you serve (e.g. “Phoenix metro area, Tucson, and Southern Arizona”)
  • Answer style — how you want the AI to sound when answering questions (e.g. “Friendly and professional. Use simple language. Avoid technical jargon unless the customer asks for details.”)
These fields are used as context whenever Sales CoPilot generates an answer, so they influence the tone and content of every AI response.

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Upload documents

You can upload up to 5 documents per organization. Supported formats:
FormatExtensions
PDF.pdf
Word.docx, .doc
Plain text.txt
Markdown.md
HTML.html
Spreadsheets.xlsx, .xls, .csv
Images.png, .jpg, .webp
Maximum file size is 25 MB per document.

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How uploads work

Document upload is a two-step process:
  1. Initiate — you tell Sales CoPilot about the file (name, type, size) and receive a presigned upload URL
  2. Upload and complete — you upload the file directly to storage using the presigned URL, then notify Sales CoPilot that the upload is finished
After you complete the upload, Sales CoPilot automatically processes the document in the background:
  • Extracts text from the document
  • Splits it into smaller chunks
  • Creates embeddings for semantic search
You can check the document status to track processing progress. Status values are:
StatusMeaning
uploadingUpload initiated, waiting for file
pendingFile received, queued for processing
processingText extraction and embedding in progress
readyDocument is searchable
failedProcessing failed — try re-uploading

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How the knowledge base improves Q&A

When a homeowner asks a question during a presentation:
  1. Sales CoPilot first checks your FAQs for an exact or semantic match
  2. If no FAQ matches, it searches your knowledge base documents for relevant passages
  3. It combines the relevant passages with the current slide context and your company profile
  4. The AI generates an answer using all of this context
This means your knowledge base documents fill in the gaps that FAQs don’t cover — product specifications, warranty details, pricing structures, installation procedures, or anything else your customers might ask about.

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Best practices

  • Upload your most-asked-about documents first — product brochures, warranty terms, and pricing guides give the AI the most useful context
  • Keep documents current — if your pricing or product lineup changes, replace the old document with an updated version
  • Write a clear answer style — the more specific your answer style guidance, the more consistent the AI’s responses will be
  • Use FAQs for your top questions — FAQs give exact, word-for-word control. Use the knowledge base for the long tail of questions you can’t predict

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API reference

Key knowledge base endpoints:
  • GET/PUT /api/company/kb/profile — get or update the company AI profile
  • GET /api/company/kb/documents — list uploaded documents with usage metadata
  • POST /api/company/kb/documents/upload-init — initiate a document upload
  • POST /api/company/kb/documents/complete — mark an upload as complete to trigger processing
  • GET/DELETE /api/company/kb/documents/{documentId} — get or remove a specific document
See the API Reference tab for full request and response details.