Whenever you add, edit, or remove a source on the Content tab — links, documents, text, or Q&A — the employee automatically retrains. There is no manual Retrain button or trigger.
Training runs every 5–15 minutes, all day. After a change, wait a few minutes for it to be picked up in the next cycle rather than looking for a way to force it.
Training status badges
Every content source shows a badge so you always know where it stands.
If a source shows anything other than Trained, the employee cannot answer from it yet — a question that depends on it comes up empty, not because the content is wrong, only because processing has not finished. If a source sits on Failed for a while, re-check the file or link and re-add it rather than leaving it as-is; the employee is treating that content as unavailable the entire time.
Content limits
The Content tab shows how much of your knowledge base quota you have used, as a running total against your plan’s limit — see plan limits.
The quota counts extracted text, not original file or page size. A 20 MB PDF with 1 MB of actual text and tables only counts as 1 MB. The same applies to crawled pages. In practice, even a smaller plan’s quota goes further than the megabyte number suggests.
Reviewing content over time
Review the Content tab whenever offers, policies, or products change:
- Update or remove outdated links, documents, text, and Q&A entries.
- Rename sources so your team knows what each one covers at a glance.
- Delete sources that are no longer valid — stale content is what causes wrong answers, not a gap in coverage.
After a batch of edits, test in the Playground with the questions customers actually ask, not just a general check. If your content includes product data that changes on its own, see why you shouldn’t crawl store data for the more reliable alternative.