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The agent only answers as well as what it knows, so before you launch it you fill the knowledge base from three source types: websites you connect (searched live while the agent answers), snippets you write for exact answers, and PDF documents you upload. The same sources ground Introw’s other agents too, so you curate them once. Do this whenever an agent gives thin or wrong answers, or before you turn it on for partners. Beyond what you add here, the agent also draws on portal content automatically (see how that works below), but these three sources are the part you curate.

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What you’ll achieve

A knowledge base that grounds Introw’s agents: your site content connected and kept live-updated, the precise answers you care about captured as snippets, and your key PDFs available as sources. Once it is populated, the agents answer partner questions from your approved material instead of improvising.

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Before you start

1

Check the MCP Server source is on your plan

Every source type is included except the MCP Server tab, which extends the agent’s knowledge with your own MCP server and is an add-on. If that tab shows an upgrade prompt, it is not on your plan yet - check what yours includes at introw.io/pricing.
2

Confirm agent access

You need AI agent write access to manage knowledge sources.
3

Gather your sources

Have the website URLs partners ask about, the exact facts or canned answers you want the agent to use, and any PDFs (playbooks, datasheets, policy docs) ready to upload.

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Watch it

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Steps

1

Open the knowledge base

Go to Knowledge base. The source types are organized as tabs: Websites, Snippets, Documents, Portal Content, and MCP Server.
Open the knowledge base
2

Connect your websites

On the Websites tab, select Add website and enter a Website URL. The site becomes a trusted domain the agent searches live while it answers, so it is the fastest way to get broad coverage from content you already maintain.
  • Point at the site that holds the answers partners ask about (your public site, help center, or product pages).
  • Only the domain is kept. Adding https://acme.com/partners/program allows the whole acme.com domain, so add the domains you trust rather than trying to scope a section of a site.
  • There is nothing to index and nothing to refresh: new and edited pages are available on the next question, as long as the page is publicly reachable.
  • Remove a site with Delete when its content should no longer feed the agents.
3

Add snippets for specific answers

On the Snippets tab, select Add snippet to teach the agent one precise thing that is not on your site, like a current promotion or a policy nuance. Each snippet is a short question-and-answer pair:
  • The question or topic the snippet covers (keep it short, it is capped at 125 characters).
  • The exact response you want the agent to give.
Snippets are the right tool to override how the agent answers a frequently asked question. On a close match the response becomes the answer, translated into the language the partner wrote in, so make it complete on its own and keep one snippet per question. Phrase the question the way a partner asks it (“How do I raise a support request?”) rather than as a bare topic word (“Support”).
Snippets are short question-and-answer pairs the agent answers with word-for-word.
4

Upload documents

On the Documents tab, select Add document and upload a PDF. Only PDF files are supported, within the standard upload size limit. Introw processes the document automatically and makes its content available to the agent, so you reuse existing playbooks and datasheets without rewriting them. Use View to open a document or Delete to remove it.
  • Skip what is already in the asset hub. The agent reads each partner’s own assets automatically, so re-uploading them here only duplicates them. Documents are for material that is not on a connected website and not published to partners as an asset.
  • Documents are org-wide agent knowledge, not partner-scoped content: every partner can get answers from them, so keep partner-specific material in the asset hub instead. The file itself stays internal. The agent answers from its content but never links it and never lists it under Sources, and the document is unreachable for a partner who tries to open it.
  • Re-upload the file when it changes. An upload is a copy, so it does not stay in sync with the original.

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Verify it worked

Each source appears in its tab: websites list the domains the agent may search, snippets list their question and response, and documents show when they were added. Then open the agent’s test panel, select a partner, and ask a question your new content covers. The answer should reflect the connected page, snippet, or document, and the Sources row under the reply should name the linkable material it used. Uploaded documents are deliberately absent from that row.

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How portal content is used automatically

You do not add portal content here. The agent automatically uses what each partner can already see in their portal, announcements, tiers, commission, assets, CRM objects, and goals, always scoped to that partner’s access, so it never leaks another partner’s data. The Portal Content tab is a read-only summary of those sources. For the full explanation, see the implementation reference.

Train and improve the agent

Which lever to reach for when an answer comes out wrong.

Connect an MCP server

Give the agent live tools beyond static content.

Launch the partner support agent

Turn on and test the agent once its knowledge is in place.

Implementation reference

Source types, portal content, and limits.