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The Knowledge page is where you add information the receptionist can use when answering callers. Use it for facts that should be easy to retrieve: hours, location, parking, pricing notes, service descriptions, policies, intake requirements, and FAQs. LobbyStack supports three knowledge sources: text entries, uploaded documents, and public website imports.
Hosted knowledge storage is capped at 100 MB on Free and 2 GB on Pro. The app also rejects individual document uploads larger than 10 MB.

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Text entries

Text entries are best for short, authoritative facts.
Entry titleGood content
Holiday hoursWe are closed on statutory holidays. If a caller asks about a specific holiday, take a message so the team can confirm.
ParkingCustomers can use the lot behind the building. Street parking is also available on Pine Street after 6 PM.
Cancellation policyPlease call at least 24 hours before the appointment to cancel or reschedule.
New customer intakeNew customers should bring ID, insurance information if relevant, and any referral or service notes they have.
1

Open Knowledge

Go to Agent > Knowledge.
2

Choose text

Click Add Knowledge and choose Text.
3

Add title and content

Use a short title and put the full answer in the content field.
4

Save

Click Save. The entry appears in the table.

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Document uploads

Use document uploads for PDFs, Word documents, text files, and Markdown files that contain useful caller-facing information.
LimitValue
Supported typesPDF, DOCX, TXT, Markdown
Maximum size10 MB per file
Uploaded documents enter a processing flow before they are ready. The table shows status values such as queued, indexing, ready, or error.
Keep uploaded documents caller-ready. Use current, approved material so the receptionist answers with the same information your team would share.

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Website imports

Website import crawls a public URL and adds useful pages to the knowledge base. It is intended for public pages such as services, about, FAQ, hours, locations, menus, pricing, and contact pages. Website import focuses on public, caller-facing pages and skips:
  • Localhost, local network, or direct IP URLs.
  • Pages behind a login.
  • Low-signal pages such as checkout, cart, account, search, privacy, and terms pages.
  • Static assets such as images, PDFs, spreadsheets, ZIP files, scripts, and stylesheets.
1

Open the website import dialog

Go to Agent > Knowledge, click Add Knowledge, and choose Website.
2

Enter a public URL

Paste the homepage or section URL you want LobbyStack to crawl.
3

Start import

Click Import Website. Imported pages appear as they finish processing.

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Manage entries

From the Knowledge table you can:
  • Search entries.
  • Open a row to view extracted document text.
  • Disable an entry without deleting it.
  • Re-enable a disabled entry.
  • Delete an entry permanently.
Prefer a smaller set of accurate entries over a large library of stale content. Caller-facing accuracy matters more than volume.