18 articles

Knowledge & Bots

Custom bots, the knowledge bank, and connecting docs to AI.

Best practices for formatting documents

Prepare and format documents so BoodleBox reads them accurately.

Bot cannot access uploaded documents

Fix a bot or chat that doesn't seem to "see" the files you uploaded.

Bot producing incorrect or off-topic responses

Fix a custom bot that's ignoring its instructions, going off-topic, or pulling in unrelated information.

Custom bot building guide

Go from an idea to a bot that reliably does what you want, in order, without guessing what to do next.

Designing effective bot instructions

Write bot instructions that make your bot behave the way you want.

How BoodleBox reads your documents

Understand what happens to a document when you attach it, and why you no longer need to turn anything on to get a full read.

How to attach knowledge to a bot

Make a custom bot an expert on your files by adding them to its Knowledge.

How to attach knowledge to a chat

Give the AI a file to work from in any chat — either upload a new file or pick one you've already saved in your Knowledge Bank.

How to build a custom bot

Create your own reusable AI assistant — with its own name, personality, instructions, and knowledge. Build it by chatting (Vibe Build) or by filling in settings (Configure).

How to edit a bot's instructions

Change how one of your custom bots behaves by editing its instructions.

How to set up your knowledge preferences

Write down how you like to work once, save it to your Knowledge Bank, and stop re-explaining yourself at the start of every chat.

How to share bots with others

Let other people use your custom bot — or let them make their own copy of it.

How to use your Knowledge Bank

Store files — PDFs, documents, spreadsheets, images — so the AI can read and use them. Upload a file once, then attach it to any chat.

Remixing Custom Bots

Share a bot as a template — and make a shared bot your own.

Supported file types and size limits

Know which files you can upload to BoodleBox, the size limits, and how many you can attach.

Testing and validating bot performance

Confirm your bot does what you intended before you rely on it or share it.

Using knowledge sources for bot building

Choose and use the right documents to make your bot a reliable subject-matter expert.

What to do if a knowledge upload is slow or stuck

Get an upload to your Knowledge Bank (or a bot's Knowledge) to finish when it seems slow or stuck.

Contact us

Didn’t find what you need?

Send us a note and the team will get back to you — typical response within 8 business hours.

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