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Documentation Index

Fetch the complete documentation index at: https://docs.helpalive.com/llms.txt

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

The Agent → Train tab is where you give your Agent the knowledge it answers from. Point HelpAlive at your existing content — a docs site, files, or pasted text — and we handle the rest.

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What you can add

SourceHow to addBest for
Docs siteCrawl from a URLExisting public help center or product docs
PDFUpload a fileOnboarding guides, internal manuals, contracts
Word documents (DOCX)Upload a fileKnowledge articles your team writes in Word
MarkdownUpload or pasteTechnical docs you keep alongside your code
Plain textPaste in the dashboardShort FAQs, custom answers, special-case responses

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Adding a source

Open your dashboard and go to Agent → Train. From there:

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Crawling a URL

Use this when you already have a docs site or help center. Configure:
  • Start URL — the page to begin from.
  • Crawl depth — how many link-hops deep to follow.
  • Stay on domain — when on, the crawler ignores cross-domain links.
  • Include / exclude paths — narrow the crawl with patterns like /blog/** or /api/v2/*.
Crawls run in the background. Most sites finish in a few minutes; you can keep working while they run.

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Uploading files

Drag and drop one or many PDFs, DOCX files, or Markdown files. Each file becomes its own source with metadata you can manage. Re-uploading the same file replaces the existing version — no duplication.

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Pasted text

For short content — FAQs, plan-specific answers, internal policies — paste it directly. Useful when something isn’t in your public docs but you still want the Agent to know about it.

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Managing sources

Each source shows:
  • Status — crawling, indexing, ready, or error.
  • Pages or sections — what was discovered.
  • Last indexed — useful for re-crawling stale content.
  • Publish status — draft or published.
You can re-crawl, archive, or delete a source any time. Deleting removes its contribution to Agent answers immediately.

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How the Agent finds answers

You don’t have to think about how the Agent searches your content — but here’s the short version. HelpAlive reads everything you add and stores it so the Agent can find the right passage in milliseconds. Whether your user phrases the question like your docs or in their own words, the Agent finds the closest match and grounds its answer in it. Just keep your sources up to date and the Agent will keep up.

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Draft and publish

Knowledge sources go through the same draft / publish workflow as everything else in the Agent. New or changed sources stay in draft until you publish — your users see no change until then, but you can preview them on Agent → Test. The Test tab intentionally uses your draft content so you can verify a new source improves answers before shipping. See Publishing for the full workflow.

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Quality monitoring

The Studio → Topics inbox flags every question the Agent couldn’t answer well — usually because something is missing from the knowledge base. Topics are grouped, ranked, and surfaced so you know what to write next. See Topics.

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What’s never indexed

  • Private content behind login — the crawler only follows publicly accessible URLs unless you upload private content directly as files.
  • Drafts you haven’t published — draft sources never appear in production answers.
  • Customer data from your end users — events and conversations are stored separately from knowledge.

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Next steps

Customize appearance

Match the Agent to your brand.

Publishing

Stage and preview before going live.

Topics inbox

Find what to write next.