Give Your Agent Knowledge You Can Check.
Connect business documents and structured data, check processing status, and test the answers your customers will rely on.
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CSV / XLSX
Spreadsheet sources
Database
Supported connections
Status
Processing visibility
Rows
Structured queries
Good answers start with usable sources.
A file can be attached without being ready for retrieval. A product list can contain missing rows or mixed currencies. Review the data before treating an answer as reliable.
Why teams choose LoopReply for Knowledge Base
CSV and XLSX Sources
Upload a structured spreadsheet and wait for processing. Check sheet selection, column names, identifiers and units before testing questions.
Complete Dataset Queries
Supported indexed spreadsheet and database datasets can be filtered, sorted, counted and aggregated over their complete saved rows. Incomplete coverage is rejected rather than treated as an exact total.
Mixed-Unit Checks
Numeric aggregates reject mixed currencies or units. Filter or group the data by its unit before requesting a total.
Document Retrieval
Connect business documents and web content for relevant context. Retrieval helps ground answers, but it is not a guarantee of accuracy.
Database Sources
Connect a supported database source and check the sync status. Answers use the indexed data available to the Agent; do not assume every question reads a live database.
Readiness and Freshness
An attachment is not proof of indexing. Wait for processing, check the source status and repeat your test after updating or syncing data.
Knowledge Base in 5 simple steps
Prepare Your Sources
Use clear headers, stable identifiers and consistent units. Remove outdated or conflicting information.
Add Knowledge to the Agent
Upload a file or configure a supported URL or database source for the selected Agent.
Wait for Processing
Check that indexing or synchronization completes successfully. Resolve source errors before testing.
Verify Real Questions
Compare a known lookup, a filtered result and a total against the source. Include a missing-record question.
Maintain and Retest
Update or sync changed sources, then repeat the same checks. Knowledge changes affect the live Agent.
What to check before you choose
| Feature | LoopReply | What to verify |
|---|---|---|
| Spreadsheets | CSV and XLSX | Check worksheets, types and supported size |
| Database data | Supported synced sources | Verify refresh timing and permissions |
| Exact totals | Complete saved dataset queries | Ask whether totals use all rows |
| Mixed units | Validation before aggregation | Test multiple currencies explicitly |
| Source readiness | Processing status | Distinguish upload from indexing |
These are evaluation questions, not claims about a particular competitor. Test the same small dataset in every product you shortlist.
Who uses Knowledge Base?
Product Information
Answer questions about an approved product catalog. Check price currency, stock dates and product identifiers.
Support Documentation
Use current help articles and policy documents. Include a fallback for questions the sources do not answer.
Business Records
Ask supported structured questions about an indexed dataset and compare the result with a verified reference.
Common questions about Knowledge Base
Yes. LoopReply supports CSV and XLSX sources and supported database connections. Check that the dataset has finished processing and contains the rows and columns you need.
Supported indexed datasets can be filtered, sorted, counted and aggregated over their complete saved rows. A source with incomplete row coverage must be reprocessed or synced before an exact result can be returned.
A numeric aggregate rejects mixed currencies or units. Filter or group the records by currency or unit before calculating the total.
No. File attachment and successful indexing are separate steps. The source must finish processing before its content can be used.
No. Retrieval supplies relevant context, but the source can be incomplete, stale or ambiguous. Test known answers, missing records and escalation behavior before launch.
Knowledge sources are live settings. Adding, removing or updating a source does not wait for publishing the Agent instructions or workflow.
Set it up with these guides
- How to Train an AI Chatbot on Your Own Data
Connect documents, CSV and XLSX files, websites, or PostgreSQL and MySQL data to a LoopReply Agent. Check processing, exact answers, and freshness.
- Four Checks Before Your AI Agent Answers from a Spreadsheet
Check row counts, totals, product codes, and fresh results before relying on AI answers from a spreadsheet.
- What should your Agent say when its knowledge has no answer?
Build a short test set for questions your approved material answers and questions it does not, with a clear standard for reviewing each response.
Ready to get started?
Try Knowledge Base free. No credit card required.
Free plan includes 1 AI Agent, 500 messages per month, visual workflow builder, and knowledge base. Pro starts at $49/month.