Help CenterCopilot assists your agents on a daily basis by providing information in a quick and accessible manner. Data added to Copilot sources will be used to provide context-based replies for your agents in chats and as reply suggestions.
Adding New Sources
To add a new source:
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Use the + New source button from the top right of the Knowledge Hub.
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Choose Website or File depending on your content type.
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Follow the steps to upload or link your material.
Any agent on your team can add sources, so your knowledge base keeps growing as your team learns and evolves.
Websites
The Websites section lets you add public URLs containing helpful business information. Copilot can scan and index up to 5,000 subpages per site, making it easy to pull information from help centers, product pages, or policy documents.
You can add:
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Entire websites (like full help centers)
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Single web pages (like Terms & Conditions or FAQs)
To add a new website:
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Go to Websites in the Knowledge Hub.
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Click the + New website button.
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Enter a public URL (no password protection, geolocation restriction).
Tip: Ensure pages are publicly accessible—Copilot can’t read restricted or private pages.
Files
In the Files section, you can upload documents that contain internal business knowledge. This is ideal for sharing internal policies, product manuals, training materials, and more.
Supported file types include:
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PDF (.pdf)
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Word (.doc, .docx)
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PowerPoint (.ppt, .pptx)
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Text (.txt)
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Spreadsheets (.csv, .tsv)
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Markdown (.md)
You can:
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Upload files up to 50 MB each
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Add as many files as you need
To upload a file:
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Go to Files in the Knowledge Hub.
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Click + New file.
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Choose the file you want to upload.
Once uploaded, Copilot will extract the content to power replies across the app.
Why Use the Knowledge Hub?
The Knowledge Hub empowers your team to:
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Reply faster with AI-suggested answers.
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Ensure accuracy using trusted company content.
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Scale knowledge across teams and tools.
It’s built to grow with your organization—helping agents, sales reps, and AI bots deliver better, smarter support.