Knowledge Bank

Learn how to upload, manage, and connect knowledge files to your AI character using Knowledge Bank.

Introduction

The Knowledge Bank is where you store and manage information that your AI character can access during conversations. By uploading documents or adding text directly, you can give your character specific domain knowledge, enabling more accurate, relevant, and context-aware responses.

All files uploaded to your Knowledge Bank are linked to your Convai account and can be connected to any of your characters. This makes it an essential tool for training characters to respond with company-specific, product-specific, or topic-specific information.


Knowledge Bank Sections

1. My Documents

  • Displays all files uploaded to your account.

  • Information shown:

    • Name – File name.

    • Size – File size.

    • Status – Indicates if the file is available.

  • Actions available:

    • Connect – Attach the file to a character.

    • Disconnect – Remove the file from a character.

    • Edit – Modify the file content.

    • Download – Save the file locally.

    • Delete – Remove the file permanently.


2. Upload Knowledge

  • Upload .txt files from your computer.

  • Currently, only .txt file format is supported.

  • Once uploaded, files are stored in your account’s Knowledge Bank for use with any character.


3. Add Knowledge

  • Create a new file by entering plain text directly into the editor.

  • Name the file and save it in .txt format.


Using the Knowledge Bank with Your Character

Example

We uploaded a file named Employee Onboarding Guide.txt with the following content:

This document provides step-by-step guidance for new hires.
Complete HR documentation within the first 3 days of joining.
Attend the mandatory orientation session.
Set up company email and access credentials via IT Support.
Review the Code of Conduct and Data Privacy Policy.

Testing Without Connecting the File

  • Open the Chatbox.

  • Ask: “I’m a new hire. What should I do during my first week here?”

  • Result: The character responds using its general personality and AI model knowledge, not the uploaded file.

Testing by Connecting the File

  • Go to Knowledge BankMy Documents.

  • Click Connect on the file.

  • In the Chatbox, click Reset Chat (top left) to start a new session.

  • Ask the same question again.

Result: This time, the character’s response is based on the exact steps provided in the Employee Onboarding Guide file.


Always reset the chat session after connecting a new knowledge file so the latest data is used.

The total storage size for uploaded files depends on your Convai subscription plan. See the Pricing page for limits.


Conclusion

The Knowledge Bank is a powerful way to give your characters precise and reliable information. By connecting domain-specific documents, you ensure that your AI not only has personality but also the expertise to answer questions with accuracy and authority.

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