Documentation Index

Fetch the complete documentation index at: https://help.gladly.com/llms.txt

Use this file to discover all available pages before exploring further.

Important product naming update: Sidekick is now called Gladly (AI) and Gladly Hero (the Platform) is now Gladly Team. Please keep this in mind as you read through our documentation.

Manage Knowledge Sources

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Knowledge Sources gives you one place to see and manage everything Gladly AI and Team Assist can reference when responding to customers. Adding a source here doesn't change what Gladly AI has access to today. It brings your existing sources into a single hub that's easier to manage and extend.

Sources you add on the Knowledge Sources page become available to select and configure in the Knowledge Sources action within Guide builder, so agents and Gladly AI pull from the same information you've approved centrally.

Gladly interface showing options to connect articles and websites for AI reference.

Open Knowledge Sources

In the left nav, select Knowledge.
Gladly AI interface showing Knowledge section with highlighted Beta feature and options.

The Knowledge Sources page lists every source type available to your org, along with how many items are currently connected to each.

Use Gladly Answers as a source

Gladly Answers are your published Answers content, and Gladly AI references them automatically. There's nothing to configure on the Knowledge Sources page itself.

  1. On the Gladly Answers tile, select Go to Answers.
    Gladly Answers section with a button to access answers for knowledge sources.

    1. This will take you to the Answers page of Gladly.

  2. Manage the Answers you want Gladly AI to reference from the Answers page, as you do today.

Add and manage websites

  1. On the Websites tile, select Manage.
    Manage website connections for Gladly AI to enhance knowledge and answer capabilities.

  2. Select Add website.
    Instructions to add website domains for Gladly AI to read and answer questions.

  3. Enter a domain or subdomain, such as yourcompany.com or us.yourcompany.com. Gladly AI reads every page and subdirectory on the site you add.

  4. Repeat to add additional websites.

  5. Select Save.
    Input fields for website domains with a highlighted save button at the bottom.

A confirmation banner lets you know your websites were saved. Gladly AI can answer from a website once it's indexed.

To remove a website, select the X next to its domain and select Save.

Use sources in a Guide

Once a source is added on the Knowledge Sources page, it's available to select in the Knowledge Sources action within Guide builder. See Add Knowledge Sources to a Guide for how to add and configure that action within a Guide.