Knowledge templates

Knowledge templates are pre-structured, fill-in-the-blank scaffolds that get a new agent answering well from its very first source. Open /app/agents/{agent}/sources, click Add source, and pick the Templates tab. Choose a template, replace the [bracketed placeholders] with your own facts, and save — it indexes through the normal pasted-text pipeline. Every template is also downloadable as .md or .txt.

The six templates

• 🏢 Company information — name, full address, phone, email, opening hours, how to reach you (directions & parking), registration numbers, and service area. Ships with Global source suggested on, so these facts answer from every page of a conversation, not just when the visitor is on your contact page.
• 📦 Products & services — per item: what it is, who it is for, the options or sizes, and what makes it different.
• ❓ Frequently asked questions — question-and-answer pairs (price, ordering, cancellation, access, payment, discounts, reaching a human, delivery).
• 💰 Pricing — explicit price sentences, what is included, the billing period, discounts, and how to get a quote.
• 📋 Policies — cancellation, refunds, a privacy summary, and insurance/liability.
• 👥 Team members — per person: name, role, what they help with, and languages spoken.

Each template is authored in English and Dutch; the Templates tab defaults to the agent's language and offers an EN/NL toggle. You only fill in your content once — the embedding model retrieves across languages, so a Dutch knowledge base still answers an English visitor and vice versa.

Best practices baked in

The templates are structured the way retrieval likes best. If you write your own knowledge, follow the same rules and your bot will answer more reliably:

• Write facts as full sentences, with the subject named. “Our address is 12 High Street, London” retrieves far more reliably than a bare “Address: 12 High Street”. A visitor asks in a sentence; the stored fact should read like one too.
• One topic per source. Keep company info, pricing, and policies as separate sources. Cleaner sources mean cleaner citations and better ranking.
• Make each paragraph self-contained. A retrieved chunk is read on its own, so don't let a fact depend on a heading three paragraphs up — repeat the subject in the sentence.
• Write FAQ entries as real questions. Phrase the question the way a customer would type it; a question retrieves well against a matching question.
• Spell out the specifics. Prices with currency and period, opening hours per day, addresses in full — no abbreviations a visitor wouldn't type.

Placeholder guard

Placeholders look like [Your address]. If you save a source with brackets still in it, Pitchbar warns you first — otherwise the bot would happily tell visitors “our address is [Your address]”. You can still save (some brackets are intentional), but the warning is there to catch the common mistake of pasting a template and forgetting to fill it in.