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.
Key Benefits
Smarter Responses: Agents can generate replies based on real data from uploaded files, not just the model’s pretrained knowledge.
Simplified Setup: Reduces errors and speeds up the Agent creation process.
By enabling RAG, Salesmsg enhances AI automation, making conversations smarter and more reliable for your business.
Setup
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.
File Preview Modal: Features & Supported Formats
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.
Preview Behavior by File Type
File Type | Preview | Page / Sheet Switching | Notes |
| Plain text preview with formatting | ❌ | Includes syntax highlighting & markdown rendering |
| Static HTML rendering | ❌ | External scripts/styles are blocked for security |
| Embedded PDF viewer | ✅ | Zoom and scroll supported |
| PDF-like rendering | ✅ | Zoom and scroll supported |
| Scrollable table view | ❌ | Displays column headers and cell data |
| Scrollable table view with sheet tabs | ✅ | Switch between sheets, table formatting applied |
Custom Text Documents in the Knowledge Base
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.
Adding URLs to the Knowledge Base
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.
Limitations
Accepted file formats: PDF, MD, TXT, DOCX, HTML, CSV, XLS, XLSX
Up to 10 MB per file
Up to 20 files
1 knowledge base per Organization
Frequently asked questions
Can each AI Bot have their own documents?
Yes, Salesmsg supports document specific access to each Agent.
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.
Need Help? ✋🏻
Contact us on live chat or send an email to us at [email protected].