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Knowledge automation

Agent Red can automatically build your knowledge base by importing content from your Shopify storefront and applying industry-specific templates. It also analyzes your knowledge base content to suggest optimal configuration values.

Storefront content ingestion

When you connect your Shopify store, Agent Red can import the following content as knowledge base articles:

Content typeSourceArticle category
Product descriptionsShopify product catalogProducts
Collection descriptionsShopify collectionsProducts
Store policiesShopify legal pages (refund, shipping, privacy, terms)Policies
Page contentShopify custom pages (About, FAQ, Contact)General

How it works:

  1. Navigate to Knowledge Base in the admin console.
  2. Click Import from storefront in the toolbar.
  3. Agent Red fetches content from your connected Shopify store.
  4. Imported articles appear as drafts — review and publish them before they are used by the AI.
tip

Storefront-ingested articles are tagged with a storefront source label. You can filter the knowledge base table by source to see which articles were automatically imported.

What gets imported:

  • Product titles, descriptions, prices, and variant information
  • Collection titles and descriptions
  • Policy page content (refund policy, shipping policy, privacy policy, terms of service)
  • Custom page content (About Us, FAQ, Contact pages)

What does not get imported:

  • Images and media (the AI uses text content only)
  • Checkout and cart pages
  • Password-protected content
  • Draft or unpublished products

Industry templates

Agent Red includes pre-built knowledge base templates for 11 industry categories. Each template provides FAQ articles, policy documents, and product information articles tailored to that industry.

TemplateArticlesTopics covered
Electronics & Gadgets8Warranty, compatibility, tech support, returns
Apparel & Fashion8Sizing, materials, care instructions, exchanges
Beauty & Cosmetics8Ingredients, skin types, application tips, allergies
Food & Beverage8Freshness, dietary info, storage, allergens
Health & Wellness8Usage guidelines, contraindications, certifications
Home & Garden8Assembly, dimensions, care, seasonal tips
Jewelry & Accessories8Materials, sizing, care, customization
Pet Supplies8Safety, sizing by breed, ingredients, storage
Sports & Outdoors8Equipment sizing, safety gear, maintenance
Toys & Games8Age recommendations, safety, batteries, assembly
General Goods8Universal shipping, returns, payment, support FAQs

How to apply a template:

  1. Navigate to Knowledge Base in the admin console.
  2. Click Apply template in the toolbar.
  3. Select the industry category that best matches your store.
  4. Review the generated articles — they are created as drafts.
  5. Edit the articles to match your specific policies and products.
  6. Publish the articles when ready.
caution

Templates provide a starting point. Always review and customize the generated content to match your actual business policies, product details, and brand voice before publishing.


URL import

You can import content from any public web page directly into your knowledge base. This is useful for importing FAQ pages, help centers, or policy pages from your existing website — even if it is not on Shopify.

How to import from a URL

  1. Navigate to Knowledge Base in the admin console.
  2. Click Import in the toolbar.
  3. Select the Import URL tab.
  4. Enter the full URL of the page you want to import (e.g., https://example.com/faq).
  5. Click Import.
  6. Agent Red fetches the page, extracts the text content, and creates knowledge base articles from it.
  7. Imported articles appear as drafts — review, edit, and publish them.

Supported page types

Page typeHow it is processed
FAQ pagesQuestions and answers are detected and split into individual articles
Policy pagesFull text extracted and chunked into articles of approximately 300 words each
Help center articlesHeadings used as article titles, body text as content
Product pagesProduct description, specifications, and pricing extracted
Blog postsArticle text extracted, metadata (author, date) stripped

Best practices for URL import

  • Import one URL at a time. Each URL creates a set of draft articles. Review them before importing the next URL to avoid duplication.
  • Use direct page URLs, not site-level URLs. Import https://example.com/shipping-policy, not https://example.com/ — the importer processes a single page, not an entire site.
  • Review auto-generated titles. The importer creates titles from page headings, which may need editing for clarity.
  • Check for duplicates. If you have already created articles covering the same topic, the import may create duplicates. Run a conflict scan after importing.
  • Publish after review. Imported articles default to draft status. Only published articles are searchable by the AI.

Configuration suggestions

After your knowledge base has content (from storefront ingestion, templates, or manual entry), Agent Red analyzes it to suggest optimal configuration values.

Suggested fields:

FieldWhat the suggestion is based on
Brand nameBusiness name extracted from storefront or articles
Brand voiceTone analysis of your existing content
Greeting messagePersonalized greeting using your brand name and product focus
Escalation keywordsCommon support triggers found in your FAQ content
Agent display nameDerived from your brand name

How suggestions appear:

Configuration inputs that have an available suggestion display a suggestion badge. The badge shows the suggested value and its confidence score (0.0–1.0).

  • Click the badge to preview the suggestion.
  • Click Apply to fill the input with the suggested value.
  • The suggestion does not auto-apply — you always choose whether to accept it.

Confidence scores:

RangeMeaning
0.8–1.0High confidence — the suggestion closely matches your content
0.5–0.7Medium confidence — reasonable suggestion, review recommended
0.3–0.4Low confidence — best guess based on limited content
Below 0.3Not shown — insufficient confidence to suggest

Onboarding wizard

New merchants who have not yet activated their configuration see a three-step setup wizard:

  1. Connect your store — Link your Shopify storefront to import content automatically.
  2. Review your knowledge base — Browse imported articles, apply an industry template, and publish the articles your AI should use.
  3. Configure your agent — Review AI-generated suggestions for brand name, voice, greeting, and other settings. Accept or customize each value.

The wizard tracks progress and allows skipping ahead. Once all steps are complete, activate your configuration to go live.

info

The onboarding wizard is only shown to merchants who have not yet activated. After first activation, configuration is managed through the standard admin pages.


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