Source of truth
Manage Knowledge sources
Give Harlo the business information it needs to answer customer questions accurately.
Covered in this guide
Before you finish
Review each source to make sure Harlo has the right business information.
Ask the same questions your customers usually ask.
Refresh sources after your website, pricing, services, or policies change.
Workflow
Follow the setup step by step
Add business information
Import website pages, upload files, or add manual notes for services, pricing, policies, FAQs, and approved answers.
Let Harlo process it
Harlo prepares the information so your agents can use it in conversations.
Review what was captured
Select a source to make sure the important details are available for answers.
Ask a test question
Use Knowledge test to confirm Harlo answers from your published business information.
Reference
Key areas to understand
Website sources
Best for public pages like services, pricing, support pages, and FAQs.
File sources
Best for PDFs, guides, policies, menus, catalogs, and service documents.
Manual text
Best for short rules, special instructions, and approved answers.
Retraining
Use retrain when a source changes and Harlo should refresh its answers.