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Where it lives

Knowledge Base lives at Agent knowledge base.
The agent's knowledge sources, counting websites, snippets, documents, portal content and MCP servers, with the trusted domains it searches listed beside them.

Before you start

How it works

The knowledge base lives on the agent’s Knowledge base tab. It has sections for Websites, Snippets, Documents, and an MCP Server connection, plus a read-only Portal Content summary of what the agent uses automatically. Websites are connected and kept live-updated, so they stay current automatically; snippets are short text entries; documents are PDFs marked as agent knowledge. The agent retrieves the most relevant pieces when answering.

Portal content used automatically

Beyond what you upload, the agent automatically draws on each partner’s own portal content, announcements, tiers, commission, assets, CRM objects, and goals and KPIs, without you adding it as a source. This data is always scoped to what the requesting partner can access, so a partner can only ever get answers about their own program data and the agent never leaks one partner’s information to another. The Portal Content tab simply shows which of these sources are in play; it is read-only.

Shared across agents

The sources you curate here are not limited to one agent. The same knowledge base grounds the partner support agent and Introw’s other agents (for example the agents behind deal coaching, channel conflict, and content generation), so content you add once is reused everywhere an agent needs it. Each agent still applies the per-partner scoping above, so broader reuse never widens what an individual partner can see.

Settings & configuration

The knowledge base is managed at Agent knowledge base.

Websites

Add a website URL and Introw connects it as a source, keeping it live-updated so the content stays current automatically.

Snippets

Write short snippets to teach the agent specific facts or canned answers.

Documents

Mark PDF assets as agent knowledge so the agent can draw on them.

Portal content

The agent automatically uses portal-scoped data such as tiers, commissions, and assets; this section explains that and is read-only.

MCP server

Connect an MCP server to give the agent live tool access. This requires the MCP connection module.

How-to guides

Troubleshooting

Connected websites are kept live-updated, so sources refresh automatically. Portal-scoped data is always restricted to what each partner can access, so the agent never leaks data through the knowledge base. MCP connections require the MCP connection module on your plan.
Indexing has not finished yet, or the page was not reachable.
Confirm the PDF is marked as agent knowledge.
The MCP connection module is not enabled on your plan.