The Salesmsg AI Agents support Knowledge Base to provide smarter, more accurate responses by allowing you to upload files and use more information from these files to generate the replies from the Agent.

By enabling RAG, Salesmsg enhances AI automation, making conversations smarter and more reliable for your business.

Navigate to Settings - AI Knowledge Base section. You will see either empty page or list of files uploaded to your knowledge base.

Upload new files or remove old ones to update the knowledge base. Note that files may take some time to process after being uploaded.

To use the knowledge base enable "Use knowledge base" option in the "Set your conversation style" section.

You can now preview uploaded files directly within Salesmsg — no downloads required.

All previews open in a dedicated modal with intuitive controls designed for better readability and usability across file types.

Your Knowledge Base is now easier to manage than ever.
​Preview any uploaded file with one click to confirm its content before it’s used by your AI Agents.
This gives you greater confidence in every piece of knowledge your AI references.

We are introducing an update to the Salesmsg AI Knowledge Base that enables agent-specific document access. With this enhancement, you can now control which documents are accessible to individual AI agents within your organization. This ensures that sensitive or specialized information is only available to the appropriate agents, improving both security and relevance of AI-powered responses.

You can now create and edit plain text documents directly in your Knowledge Base—no file uploads needed.

The editor supports Markdown for formatting like bold, headers, lists, and links. Once saved, your document processes like any uploaded file and will be ready for use by your AI Agents.

Custom documents can be edited anytime, downloaded as an .html file, deleted with confirmation, searched by title, and previewed in HTML. If fields are left blank you’ll see a validation error, and if processing fails you’ll see a Failed status with the option to retry or edit and save again.

Each custom text document is marked with a special icon so you can quickly tell it apart from uploaded files.

You can now add web pages as Knowledge Base sources by pasting in a URL. Just select Add from URL, enter the link, and Salesmsg will scrape the page, clean out navigation and ads, and save the content as a searchable HTML document for your AI Agents.

Once added, the document appears in your Knowledge Base list with a link icon, status (Processing → Ready), date added, and last update details.

Documents can be downloaded, deleted, or previewed just like uploaded files.

Create and manage Knowledge Base content with confidence. Salesmsg’s new collaborative editing safeguards and draft management features help your team work together seamlessly while maintaining full control over when and how AI processes your documents.

Real-Time Collaboration Protection

If a teammate is already editing or deleting a document, you’ll see an instant notification—no more version conflicts or overwritten changes.

Save as Draft

Work in progress? Save your document as a draft without triggering AI processing or making it visible to AI Agents.

Edit and Publish on Your Terms

Drafts can be freely updated, then published when ready to activate AI processing.

Smart Safeguards

If you try to leave a draft without saving, you’ll get a quick confirmation to prevent accidental loss.

Can each AI Agent have their own documents?
Yes, Salesmsg supports document specific access to each Agent.
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​Why would I use this?

Because when you provide a lot of information for an AI Agent to "learn" putting it in this format that is more easily ingested will yield better results.

Contact us on live chat or send an email to us at [email protected].