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The agent knows general sales process out of the box, and it knows your live inventory. What it does not know is your dealership — your warranty terms, your return policy, this month’s promotion. Knowledge is where you fix that. Upload your documents and the agent uses them to answer. Find it at Resource settings → Knowledge.

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How it works

1

You upload a document

A PDF, Word file, or Markdown file with your business information.
2

Ekho processes it

The file is parsed, classified, split into searchable sections, and indexed. Usually a few minutes.
3

The agent retrieves from it

When a buyer’s question is relevant, the agent finds the best-matching sections and answers from them.
4

Buyers see it was grounded

A source count appears in the Thought for Xs panel above the reply. Your document names are never shown to buyers.
The agent only reaches for knowledge when the question calls for it. Greetings and appointment booking do not trigger a lookup.

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What the agent draws on

Knowledge documents are one of several sources:

Your documents

What you upload. The part you control.

Live inventory

Your current available stock, refreshed every turn.

Your website

The page the buyer is on, plus your site URL.

Past conversations

Previous conversations are indexed automatically. Always on, nothing to configure.

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What to upload first

Start with whatever your team answers over and over:
  • Hours, locations, contact details, team bios
  • Vehicle specs, feature comparisons, owner manuals
  • Current deals, seasonal offers, pricing sheets
  • Return policy, warranty terms, service agreements
  • Financing options, payment plans, credit requirements
  • Maintenance schedules, parts catalogs
Keep it current. When a promotion changes, upload the new version and delete the old one. The agent has no way to know which of two contradictory documents is newer.
Knowledge is part of the AI Sales Agent product. If you do not see it in settings, contact your account manager.