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Raya - Customer Service

Knowledge Base Management

Build and maintain Raya's knowledge base so she gives accurate, on-brand answers across every channel.

6 min readUpdated 2026-02-01

What It Is

The knowledge base is Raya's source of truth. It contains your product documentation, FAQs, policies, and any other content Raya needs to answer customer questions accurately. When a customer asks a question, Raya searches the knowledge base, retrieves the most relevant information, and combines it with your policy instructions to compose a response. A well-maintained knowledge base is the single biggest factor in Raya's answer quality.

Supported Source Types

Raya accepts a wide range of file formats and web sources. Upload documents directly or link to live web pages that Raya syncs automatically.

Source TypeFormats
DocumentsPDF, DOC, DOCX, PPTX, XLS, XLSX, TXT
Structured DataMarkdown, CSV, JSON
Web ContentHTML pages, Web URLs (live sync available)

How It Works

Raya processes your knowledge base in four steps.

  1. 1

    Upload or link sources

    Add documents by uploading files or pasting web URLs. Each source becomes a searchable knowledge entry.

  2. 2

    Processed and indexed

    Raya processes each source, extracting text and splitting it into searchable chunks. This happens automatically after upload.

  3. 3

    Raya retrieves relevant snippets

    When a customer asks a question, Raya searches the indexed knowledge base and retrieves the most relevant snippets.

  4. 4

    Combines with policy instructions

    Raya combines retrieved knowledge with your policy instructions (tone, escalation rules, response length) to compose a final answer that matches your brand voice.

Setup Steps

Set up Raya's knowledge base in five steps.

  1. 1

    Navigate to Knowledge Base settings

    In the Dashboard, go to your Raya employee and select the Knowledge Base tab.

  2. 2

    Upload files or add web URLs

    Click "Add Source" and either upload files or paste a URL. You can add multiple sources at once.

  3. 3

    Wait for processing

    Raya processes and indexes each source. Processing time depends on file size, typically a few seconds for small documents and up to a minute for large files.

  4. 4

    Configure auto-sync (optional)

    For web URLs, enable auto-sync to keep Raya's knowledge current. Choose a sync cadence: every 1, 6, 12, or 24 hours.

  5. 5

    Test with a sample question

    Send Raya a question that should be answered from your knowledge base. Verify the answer is accurate and references the correct source.

Configuration

Manage each knowledge source with the settings below.

SettingDescriptionOptions
Source NameDisplay name for the knowledge sourceCustom string
Source TypeFormat of the uploaded contentFile upload or Web URL
Auto-SyncAutomatically re-index web URL sourcesOn / Off (default: Off)
Sync CadenceHow often Raya re-indexes web sources1h, 6h, 12h, 24h (default: 24h)
StatusProcessing state of the sourceProcessing, Ready, Error

Tips for Better Answers

Write knowledge base content in a clear question-and-answer format when possible. Use short, specific paragraphs rather than long blocks of text. Keep product names, pricing, and policies up to date. Remove outdated content promptly, as stale information causes incorrect answers. Add entries for your most common customer questions first for the biggest impact on day one.

Limitations

Individual file uploads are limited to 50 MB per file. Password-protected PDFs must be unlocked before upload. Web URLs behind login walls or CAPTCHAs cannot be synced. Raya does not extract text from images embedded in documents (e.g., scanned PDFs). For best results, use text-based document formats.

Frequently Asked Questions

Can I use the same knowledge base across chat, email, and WhatsApp?
Yes. Raya uses a single knowledge base across all channels. Update it once and every channel gets the latest information.
What happens when Raya cannot find an answer in the knowledge base?
Raya follows your escalation rules. Depending on your configuration, she either asks the customer a clarifying question, acknowledges she doesn't have the answer and escalates to a human teammate, or provides a general response based on your policy instructions.
How often should I update the knowledge base?
Update whenever your products, pricing, or policies change. Enable auto-sync for web URLs to keep live content fresh. Review Raya's analytics monthly to spot knowledge gaps and add new entries for questions she cannot answer.

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Knowledge Base Management | Help Center | Teammates.ai