Knowledge
A guide to adding knowledge to your Refly assistant through static knowledge sources and dynamic knowledge via journeys.
Introduction
In this guide, we will walk you through two types of knowledge that can be added to your Refly assistant:
- Static Knowledge – Predefined content stored in files, web pages, or manual text inputs.
- Dynamic Knowledge – Real-time responses generated through journeys.
These methods help you build a comprehensive knowledge base for more accurate and effective customer interactions.
1. Static Knowledge
Static knowledge consists of fixed information that is stored and retrieved when needed. There are three ways to add static knowledge:
1.1 Upload Static Files
You can upload various file types to expand the assistant’s knowledge base. The supported formats and their respective MIME types are listed below.
Supported Files
FILE FORMAT | MIME TYPE |
---|---|
.c | text/x-c |
.cs | text/x-csharp |
.cpp | text/x-c++ |
.doc | application/msword |
.docx | application/vnd.openxmlformats-officedocument.wordprocessingml.document |
.html | text/html |
.java | text/x-java |
.json | application/json |
.md | text/markdown |
application/pdf | |
.php | text/x-php |
.pptx | application/vnd.openxmlformats-officedocument.presentationml.presentation |
.py | text/x-python |
.rb | text/x-ruby |
.tex | text/x-tex |
.txt | text/plain |
.css | text/css |
.js | text/javascript |
.sh | application/x-sh |
.ts | application/typescript |
Steps to Upload Static Files
- Navigate to Build > Knowledge > File Uploads.
- Click on Add Knowledge.
- Select Upload Files.
- Choose the file from your device and upload it.
1.2 Synchronize Web Pages
Refly can extract and store knowledge from web pages, making it useful for keeping frequently updated content in sync.
Steps to Synchronize Web Pages
- Navigate to Build > Knowledge > Web Pages.
- Click on Add Knowledge.
- Select Import URL(s).
- Paste the link(s) from your website.
- If you have an eligible plan, select a refresh rate to keep the content updated.
1.3 Add Manual Inputs
Manual inputs allow you to add knowledge by directly entering text, effectively creating a custom text file within Refly.
Steps to Add Manual Inputs
- Navigate to Build > Knowledge > Manual Inputs.
- Click on Add Knowledge.
- Select Manual Input.
- Enter the text-based knowledge manually.
- Click Save.
2. Dynamic Knowledge
Unlike static knowledge, dynamic knowledge is generated in real-time using Journeys. Journeys allow the assistant to process user interactions, retrieve live data, and provide context-aware responses.
How Dynamic Knowledge Works
- Dynamic knowledge is not pre-stored but rather fetched or computed when needed.
- Journeys can interact with external APIs, fetch data, or execute logic before responding.
- The assistant uses Functions, Intents, and Message Actions to determine the best response.
Adding Dynamic Knowledge via Journeys
- Navigate to Build > Journeys > My Journeys.
- Click on Create Journey.
- Define steps and responses using the flowchart interface.
- Use Functions to fetch live data if needed.
- Save and activate the journey.
Importing a Pre-Made Journey
- Navigate to Build > Journeys > Templates.
- Browse available pre-made journeys.
- Select a journey that suits your needs and import it.
- Customize it as necessary and activate it.
Summary
Type of Knowledge | Description | Methods to Add Knowledge |
---|---|---|
Static Knowledge | Fixed, pre-stored information available for retrieval. |
|
Dynamic Knowledge | Real-time responses generated based on user interaction. |
|
By effectively managing both static and dynamic knowledge, you can ensure that your assistant provides accurate, relevant, and up-to-date responses to users.