Knowledge Base — uploading documents and training your agent
Upload documents and playbooks to the Knowledge Base so the agent makes decisions by your rules, not by generic assumptions about business.
Basic tasks are "do X every day at Y time." But real business is more complex: not every email is equally important, not every lead needs an immediate response, not every situation is handled the same way.
Advanced instructions give your agent decision-making logic: if this — then that, if that — then something else.
What is a branching instruction
It's a prompt where you describe multiple scenarios and an action for each one. The agent reads the incoming data, determines which scenario it falls into, and executes the corresponding action.
The syntax is simple — write it the way you'd speak:
If [condition] — then [action].
If [another condition] — then [another action].
In all other cases — [default action].
Real example: sorting incoming emails
The owner of a B2B company receives emails of varying importance. Here's how the agent applies different responses:
Every hour, check Gmail. For each new email: