Knowledge Base

Setup > Knowledge Base is where you add store-specific knowledge that HeiChat cannot infer from Shopify products and policies alone.

The two parts of the knowledge area

The Knowledge section usually includes:

  • Knowledge Base
  • Knowledge Gaps

Knowledge Base is where you add material. Knowledge Gaps shows where real conversations are still exposing missing coverage.

Add knowledge in the right format

HeiChat supports:

  • URL
  • PDF
  • TEXT FILE
  • PLAIN TEXT
  • Q&A

Choose the format based on the source:

  • Use URL for public help pages
  • Use PDF for manuals or policy documents
  • Use plain text for short answers
  • Use Q&A when multiple questions should map to one standard answer

Best practices for each content type

URL

  • Only public pages can be learned.
  • If the page changes later, update or re-add the entry manually.

PDF

  • Large PDFs are split page by page.
  • Plan your capacity accordingly because one PDF can create many entries.

PLAIN TEXT

  • Best for short policies, campaign rules, or internal phrasing you want the AI to use.

Q&A

  • Add several question variants for the same answer.
  • Use product-type answers when a specific product should be recommended.

Renew Policy

Use Renew Policy after editing Shopify policies such as shipping or refunds.

HeiChat does not automatically re-read those policies every time you change them.

Expiration and cleanup

Use expiration dates for temporary information such as:

  • Seasonal promotions
  • Limited-time return rules
  • Event-specific instructions

Regular cleanup matters because HeiChat relies on saved snapshots, not live source updates.

Keep improving with Knowledge Gaps

Knowledge Gaps helps you improve coverage based on real conversations.

Recommended loop:

  1. Review repeated gaps.
  2. Group similar questions.
  3. Add or update a knowledge entry.
  4. Mark the gap resolved.

This feedback loop is one of the most reliable ways to improve answer quality over time.