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What is General Knowledge?

General Knowledge is the foundational information your AI agent uses across all communication channels (chat, voice, text, email). This is where you define your agent’s personality, core business information, and universal response guidelines.

Adding General Knowledge

1

Navigate to Knowledge

Go to Knowledge > General from your agent dashboard.
2

Add Your Information

Enter information in plain language about:
  • Your business and services
  • Common questions and answers
  • Policies and procedures
  • Key facts and figures
3

Save

Click Save to apply changes immediately.

What to Include

Business Basics

Services and Products

Hours and Availability

Pricing Information

Contact Information

Using Summarize from Website

If you’ve connected a website, you can automatically generate knowledge:
1

Click 'Summarize based on Website'

Button appears next to the knowledge field.
2

Wait for Processing

Clarky analyzes your website and generates a comprehensive summary.
3

Review and Edit

The generated summary appears in the knowledge field. Review and adjust as needed.
4

Choose Action

  • Replace: Replaces all existing knowledge
  • Append: Adds to existing knowledge
The summarize feature is great for getting started quickly, but always review and customize the generated content for accuracy.

Knowledge Structure

Write Conversationally

Good:
Not as Good:

Be Complete

Include all relevant details so your agent doesn’t have to guess:
  • Specific hours and time zones
  • Complete pricing (ranges if exact prices vary)
  • All service locations
  • Exceptions and special cases
  • Policies and terms

Add Context

Help your agent understand when to use information:

Updating Knowledge

Knowledge should evolve:
  • Review monthly for accuracy
  • Update when business details change
  • Add information about common questions
  • Remove outdated content

Next Steps

Channel-Specific Knowledge

Customize knowledge for each channel

Website Source

Configure automatic website learning

View Data Index

See indexed content

Test Your Agent

Try conversations to test knowledge