Knowledge
Knowledge is the business information OneTwoAgent uses to answer questions, qualify leads, and guide customers with real context.
What Knowledge is used for
Knowledge is the information your OneTwoAgent learns from and uses when answering customer questions.
- It is the foundation behind more accurate replies, better qualification, and more useful conversations.
- Instead of relying on generic responses, OneTwoAgent can use your real business materials as a source of truth.
- Knowledge can include services, pricing context, policies, product information, FAQs, internal business materials, and sales information.
- The better your knowledge sources, the better your agent can guide the customer.
Supported knowledge sources
Google Drive
Connect your Google account and choose the files you want OneTwoAgent to use.
- Google Docs
- Google Sheets
- Google Slides
Website
Add your website as a knowledge source by pasting a URL.
- Use a single page or your full website
- Choose which discovered pages to include
Files
Upload business materials that already exist in document form.
- Word documents
- PowerPoint files
- PDFs
- Excel files
Plain text
Paste short business instructions or custom guidance directly into OneTwoAgent.
- Policies
- Offers
- Manual notes
- Short internal instructions
Continuous updates
- OneTwoAgent keeps your website and connected Google files under ongoing monitoring and can adapt when your content changes.
- That means you do not need to be afraid of updating your materials.
- As your content changes, OneTwoAgent can pick up those updates and use the newer information in future conversations.
Best format for tables and structured data
- If your content includes complex tables, it is better to upload them in a structured format such as XLSX, CSV, or Google Sheets.
- PDF tables can be harder to interpret correctly, especially when columns and cells are visually complex.
- For the most reliable results, use spreadsheet formats whenever possible.
Why businesses use Knowledge
- Use real business materials instead of generic placeholder answers.
- Keep replies aligned with your current content.
- Update information over time without rewriting every answer manually.
- Support more accurate responses.
- Reduce generic or off-target replies.
Best practices
- Connect the most useful and up-to-date sources first.
- Avoid uploading outdated materials.
- Use structured formats for tables whenever possible.
- Include content that reflects how your business actually sells and supports customers.
- A smaller, cleaner set of good sources is usually better than a large pile of disconnected files.
Related guides
Continue with the next setup steps around channels, booking, scheduling, or automation.
Common questions
What is the best knowledge source to start with?
For many businesses, the website is the easiest starting point. Google Docs and files are also great if your important information already lives there.
Can I use both website pages and Google files?
Yes. OneTwoAgent supports multiple knowledge sources together.
Does OneTwoAgent update when my content changes?
Yes. Connected website and Google file sources can be monitored so the agent can adapt to changes over time.
What is the best way to upload tables?
Use XLSX, CSV, or Google Sheets whenever possible. These formats are more reliable than complex tables inside PDFs.