The Knowledge section is where you teach your receptionist what it needs to know about your business. Every time a caller asks a question — about your hours, services, pricing, policies, or anything else — the receptionist draws on the content you add here to form its answer. The more relevant information you provide, the more confidently and accurately it responds.
You can add knowledge in three ways: type it in directly as a text snippet, upload a document file, or import content from your website by URL.
Knowledge base storage is limited to 100 MB on the Free plan and 2 GB on Pro. Large document libraries should be curated — prioritize content that reflects the questions callers actually ask.
Three ways to add knowledge
Text snippet
Upload a document
Import from website
A text snippet is the quickest way to add a single piece of information — an FAQ answer, a policy statement, a note about parking, or anything else that comes up in calls. Each snippet has a title, content body, and optional tags to help the receptionist retrieve the right information at the right moment.How to add a text snippet
Open the Knowledge section
In the dashboard sidebar, go to Receptionist, then click Knowledge.
Click Add Knowledge
Click the Add Knowledge button in the top-right corner of the page.
Choose Text
Select the text entry option from the dialog that opens.
Fill in the fields
Enter a Title (a short label for this entry, such as “Business hours”) and the Content (the full answer or information). Optionally add Tags as comma-separated keywords to improve retrieval accuracy.
Save
Click Save. The snippet appears in your knowledge table immediately and is available on the next call.
You can upload existing documents — staff handbooks, service menus, FAQ sheets, or any file that contains information your receptionist should know. LobbyStack extracts the text content and indexes it automatically.Supported file types: PDF, DOCX, TXT, Markdown (.md)Maximum file size: 10 MB per documentHow to upload a document
Open the Knowledge section
In the dashboard sidebar, go to Receptionist, then click Knowledge.
Open the upload dialog
Click the Add Knowledge menu and select Upload document.
Select your file
Drag and drop your file onto the upload area, or click Choose file to browse. Only PDF, DOCX, TXT, and Markdown files are accepted.
Set a title and tags
The Title field pre-fills with your file name — edit it if needed. Add comma-separated Tags to help the receptionist find this document during relevant calls.
Save
Click Save. The document enters a processing queue and shows an indexing progress indicator. It becomes available to the receptionist once indexing completes.
Files larger than 10 MB will be rejected. Split large documents into smaller, topic-focused files before uploading.
If your business website already contains the information callers ask about — service descriptions, team bios, FAQs, pricing pages — you can import it directly by URL. LobbyStack crawls your site using Firecrawl, extracts the text content from each page, and indexes it automatically. You do not need to copy and paste anything.How to import your website
Open the Knowledge section
In the dashboard sidebar, go to Receptionist, then click Knowledge.
Open the website import dialog
Click the Add Knowledge menu and select Import from website.
Enter your website URL
Type or paste your website URL into the Website URL field. You can enter your homepage to crawl the full site, or a specific page URL to import just that section.
Submit the import
Click Import website. LobbyStack queues a crawl job and displays a progress indicator in your knowledge table. Crawling and indexing can take a few minutes depending on the size of your site.
The crawl imports all publicly accessible pages reachable from the URL you provide. Pages behind a login, paywalls, or robots.txt exclusions will not be imported.
Managing your knowledge entries
All three knowledge types appear in the same table on the Knowledge page. Each entry shows its title, a content preview, its current status (queued, indexing, indexed, or error), and the date it was added.
You can:
- Disable an entry without deleting it — useful for seasonal content or information you want to pause temporarily
- Re-enable a disabled entry at any time
- Delete an entry to remove it permanently from the knowledge base
- Click a document row to expand a text preview of the extracted content
- Search across all entries using the search bar at the top of the table
Keep your knowledge base focused on what callers actually ask. Too much irrelevant content can reduce retrieval accuracy. Review your entries periodically and remove anything outdated.
