Help Center Knowledge Base (URLs & PDFs)

Knowledge Base (URLs & PDFs)

Features Updated Apr 27, 2026

Overview

The Knowledge Base lets you feed your chatbot custom informational content beyond your product catalog. Add URLs (web pages, blog posts, policy pages) or upload PDF documents, and the AI will learn from them to answer visitor questions more accurately.

This is ideal for:

  • Company policies (shipping, returns, warranty)
  • Service descriptions and FAQs
  • Blog articles and guides
  • Legal documents (terms of service, privacy policy)
  • Any informational content you want the AI to reference

How It Works

When you add a URL or upload a PDF:

  1. Relio reads the content from the webpage or PDF
  2. The text is cleaned up automatically (menus, footers, and formatting are removed so only the meaningful content remains)
  3. The AI learns the content so it can reference it when answering visitor questions

Once processed, your chatbot can use this knowledge to give accurate, helpful answers about your business, policies, services, or any other topic you have added.

Adding a URL

  1. Go to Intelligence > Knowledge in the sidebar
  2. Click Add URL
  3. Enter the full URL (e.g., https://example.com/about-us)
  4. Optionally provide a title (if left blank, the page title is auto-extracted)
  5. Click Add & Process

The article status will show "Learning" while the content is being processed. Once complete, the status changes to "Ready."

What URLs Work Best

  • Static content pages (About Us, FAQ, Policies)
  • Blog posts and guides
  • Documentation pages

What May Not Work

  • JavaScript-heavy single-page applications
  • Pages behind login walls
  • Content loaded dynamically after page load

If a URL fails, the status will show "Error" with a short explanation.

Uploading a PDF

  1. Go to Intelligence > Knowledge
  2. Click Upload PDF
  3. Select a PDF file (maximum 10 MB)
  4. Optionally provide a title
  5. Click Upload & Process

PDF Requirements

  • The PDF must contain selectable text (not scanned images)
  • Maximum file size: 10 MB
  • Only .pdf files are accepted

If the PDF contains only scanned images without a text layer, the content cannot be extracted and the article will show an error status.

Managing Articles

The Knowledge Base page shows all your articles in a table with the following columns:

Column Description
Source URL link or PDF filename
Title Article title (auto-extracted or manually set)
Characters Number of characters extracted and indexed
Status Current processing state
Last Update When the article was last processed
Actions Preview, Refresh, Delete buttons

Article Statuses

Status Meaning
Learning Content is being read and processed (shown with a pulsing animation)
Ready Content has been successfully processed and is available to the AI
Error Processing failed (hover over the status to see the error message)
Stale The source content may have changed since the last processing

Available Actions

  • Preview (eye icon): View the extracted text to verify what the AI has learned
  • Refresh (arrows icon, URL only): Re-read the URL content and update the AI. Use this when the source page has been updated
  • Delete (trash icon): Permanently remove the article from the knowledge base

Character Limits

Each plan includes a total knowledge character budget. This is the combined character count of all knowledge articles for your site.

Plan Total Knowledge Characters Per Article Limit
Free 500K 100K
Starter 1M 100K
Advanced 3M 100K
Boost 5M 100K
2Performant 5M 100K

The character usage bar at the top of the Knowledge page shows your current usage. It turns amber at 70% and red at 90%.

If a single article exceeds the per-article limit (100K characters), the content is automatically trimmed.

How the AI Uses Knowledge

The AI intelligently decides when to use knowledge content based on what the visitor is asking:

Product + Knowledge (Hybrid Mode)

If your site has both products and knowledge articles, the AI handles both types of questions:

  • Shopping questions ("I need a gift for my wife"): The AI recommends products from your catalog
  • Informational questions ("What is your return policy?"): The AI answers using your knowledge articles
  • Mixed questions: The AI combines both, for example recommending a product while explaining your warranty terms

Knowledge-Only Mode

If your site has knowledge articles but no products, the AI acts as a general-purpose assistant for your business. It answers questions using only your knowledge base and does not try to sell products.

In both modes, the AI never makes up information. If the knowledge base does not cover a topic, the AI will let the visitor know and suggest contacting your team directly.

Tips for Best Results

  • Keep content focused: One topic per article works better than a single massive page
  • Use clean, well-structured pages: Pages with clear headings and paragraphs produce better results
  • Update regularly: If your policies or content change, use the Refresh button to keep the AI up to date
  • Check the Preview: After adding a URL, use the Preview action to verify the extracted content looks correct
  • Stay within limits: If you are approaching your character limit, remove outdated or low-value articles to make room