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Knowledge base

Train your AI assistants with FAQs, website pages and documents, and keep the content up to date.

2 min read

The Knowledge Base is the source of information that Conversation AI and Voice AI agents use when answering patients. The bot should only say what it can find here, so the clearer and more current your knowledge base, the more accurate the answers.

Before you start

  • You need the Admin role.
  • Ask your coordinators for the 20–30 questions patients ask most often. That list is your most valuable source.

Adding a source

MedicalGrow
Search⌘K
EK

Knowledge Base

Add Source2

FAQs

Q&A pairs

Web Crawler

Website pages

File Upload

PDF, DOCX

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SourceTypeUpdated
Implant: length of stay?FAQ28 Sep
Airport transfer included?FAQ28 Sep
auradental.com/enWeb12 Sep
Aftercare-veneers-EN.pdfFile02 Aug
4
  • 1Knowledge Base
  • 2Add a source
  • 3Source type
  • 4Keep sources current
Settings → Knowledge Base: source types and the list of added sources.
  1. Open Settings → Knowledge Base. If you have more than one knowledge base (e.g. separate ones for dental and aesthetics), select the right one.
  2. Click + Add Source in the top-right corner.
  3. Choose the source type:
    • FAQs: question-and-answer pairs. The most reliable method, because you decide exactly what the bot says.
    • Web Crawler: enter your website address and the panel scans the pages and imports their content. Select only relevant pages (treatments, FAQ, process).
    • File Upload: PDF or Word documents (e.g. a patient information guide, general aftercare information).
  4. Added sources appear in the list with their last updated date. Edit changed information here or re-crawl the source.

Tip

Keep FAQ answers short and in the patient's language. Example: "Is airport transfer included?" → "Yes. Airport–hotel–clinic transfers are included in all treatment packages in Istanbul."

What to add and what to leave out

AddLeave out
Process: consultation, travel, length of stayPatient-specific treatment plans
Package contents: hotel, transfers, interpreterPersonal data such as names, phone numbers, photos
Payment and deposit rulesUnconfirmed promotions
Guarantee and follow-up appointment policyDiagnoses or medication information
Frequently asked questions (multilingual)Comments about competitor clinics

Important

Don't upload personal health data to the knowledge base. Patient files belong in Media Storage and on the relevant patient's record.

Keep the content up to date

The bot repeats old information with exactly the same confidence as new information. So:

  • When a price, package or hotel changes, update the related FAQ the same day.
  • Review the source list monthly and delete outdated PDFs.
  • If you've updated your website, re-crawl the Web Crawler source.
  • In Suggestive mode, note the answers coordinators correct most often and write new FAQs for them.

Common issues

The bot doesn't use the knowledge base. Make sure the knowledge base is selected in the bot's settings.

Web Crawler pulled in too many pages. Remove irrelevant pages (blog, careers, privacy notices) from the source.

Didn't solve your problem?

Ask the assistant or message our support team.

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