How to add knowledge and sync your catalog

Everything the agent says comes from two places: the Knowledge tab, where it gets your policies, FAQs and pages, and Products, where it gets prices, stock and buy links. This guide sets up both.

Before you start

• Only an owner or admin can add, review or remove knowledge. Other roles can read it.
• On the Free plan you get one knowledge source of your own. The Shopify sync and the sample data never count toward it, and re-pasting under the same label (or re-crawling the same site) replaces your source rather than using a second slot. Paid plans are unlimited.

Add knowledge

Go to Agent → Knowledge and use whichever way in fits. You only need one.

Paste it

1. In the Knowledge card, enter a Label — faq, pricing, shipping_policy.
2. Paste your FAQs, policies, services, prices or product details in the box below.
3. Click Ingest.

Import from your website

1. In Import from your website, enter your domain, e.g. yourbrand.com.
2. Click Crawl & ingest. HyperDM reads your product, shipping and FAQ pages.

Sync your Shopify catalog

1. In Sync your Shopify catalog, enter your store domain, e.g. store.myshopify.com.
2. Click Sync catalog. Your published products land in Products with images and buy links. This reads Shopify's public storefront feed — drafts and live inventory are not included. For live stock, connect Shopify fully under Settings → Channels → Connect Shopify.

Load a sample

Click Load sample to seed demo knowledge so you can see the agent work before you write anything real. Remove it before you go live.

Add a single link

When a Playground or Preview answer comes back ungrounded, the inline shortcut offers Add link. It teaches the agent one page, not a whole site, and re-adding the same URL refreshes it rather than duplicating it.

Review what you imported

Imported passages are listed under the Knowledge card with a Needs review · excluded from answers tag until an owner or admin has read them. The card counts them: "N of M passages reviewed for retrieval."

1. Expand a passage and check its current facts.
2. Approve it. Approval covers that exact revision for 90 days; changed text, expiry or revocation removes it.
3. Add any Approved answer links — the exact destinations the agent may share, such as your booking or returns page — and click Save approved links. Product buy links are included automatically; a URL that appears inside imported text does not grant permission to share it.

Product descriptions need reviewed knowledge; the catalog's own price, stock and link fields are supplied directly.

Keep it current

Sources that can re-sync appear under Connected sources. For each you can set the cadence — Manual, Daily or Weekly — click Sync now (once per source every 15 minutes), or Remove. Every ingested chunk is listed below the Knowledge card with its own Remove button; that is how you delete pasted text or clear the sample.

Ingest has a workspace-wide ceiling of 2,000 chunks per day, resetting at midnight UTC. Hitting it shows the exact limit message rather than dropping content silently.

Put your products where the agent can quote them

If you synced Shopify, your products are already here. To add one by hand:

1. Go to Products (under Commerce) and click New product.
2. Fill in Name, Price, Currency, and optionally a Description and an Image URL.
3. Leave Active ticked so it appears in the Inbox picker and is quoted by the agent.
4. Click Add product.

To give a hand-typed product a buy link, connect Stripe first under Settings → Commerce, then click Create payment link on the product row. Changing a product's price or currency clears its payment link — recreate it at the new price.

Check it

Go to Agent → AI Playground and ask a question your knowledge answers. The label under the reply should read grounded and name the source. Nothing is sent from the Playground.

Common problems

The agent ignores something I pasted. It is still marked Needs review · excluded from answers. Review and approve it.

I pasted an update but the old text is still there. Re-paste under the same label to replace it, or Remove the old chunk.

Shopify products show no stock. The quick sync reads the public feed, which carries no inventory. Use the full connection under Settings → Channels.

Full reference: agent.md and products.md.