The Knowledge Base is where your AI agents get the information they need to write relevant, accurate outreach: your product, your offer, and your value propositions. The more complete and well-organized this is, the smarter your agents will be.
Why It Matters #
Every time an AI agent drafts an email or responds to a reply, it pulls from the Knowledge Base. An agent without a well-built Knowledge Base will produce generic, surface-level copy. A well-fed Knowledge Base produces specific, relevant messaging that reflects how you actually talk about your product.
Organizing with Folders #
Go to Knowledge Base to get started. You can organize your content into folders, which is especially useful if you have multiple products, teams, or target markets.
- Create a folder for each product line, team, or market you sell into.
- Keep each folder focused so agents pull only relevant material for that context.
What to Add #
Inside each folder, add content that describes what you do and who you help. This can include:
- Website copy
- Case studies
- FAQs
- Product one-pagers or sales sheets
- Anything else that explains your value proposition in your own words
Best Practices #
- Don’t skip this step — agents pull from the Knowledge Base every time they write an email.
- Keep content current. Outdated case studies or pricing will show up in outreach.
- Separate content by audience or product if your messaging differs significantly between them.
- Revisit and refresh your Knowledge Base periodically as your offer evolves.
| 💡 Tip: If your AI agent’s outreach feels generic, the first place to check is whether the Knowledge Base for that agent is fully filled in. |
What’s Next #
Once your Knowledge Base is set up, move on to the AI Agents guide to create the agents that will use this content to power your outreach.
