Text Snippets
Text Snippets represent the simplest and most agile way to instruct your AI agent without publishing new website pages or exporting PDF manuals.
They are ideal for operational updates, seasonal announcements, and instructions that need to take effect immediately.
When to Use Text Snippets
- Holiday Schedules: Announce office and warehouse closures during public or religious holidays.
- Promo Codes & Flash Sales: Detail discount percentages, valid coupon codes, and expiration rules.
- Shipping & Return Terms: Delivery fees, courier partners, cutoff times, and return windows.
- Payment Instructions: Bank details, IBAN/SWIFT data, and wire transfer reference notes.
- Custom Agent Directives: Tone of voice guidelines or instructions on routing high-priority escalations.
How to Add a Text Snippet
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Navigate to Knowledge Base → Text Snippets
Click the + Add New Snippet button. -
Specify a Title
Provide a recognizable heading (e.g. Labor Day Holiday Schedule or Free Shipping Policy). -
Enter Content
Type or paste plain text or formatted Markdown (bullet lists, bold text, links). -
Save and Publish
Click Save. The snippet is vectorized within 3 seconds and is immediately queried during live visitor conversations!
Practical Examples
# Standard Shipping Policy- Orders are fulfilled via DHL Express within 24-48 business hours.- Standard domestic shipping is $6.99 for orders under $75.- Orders exceeding $75 qualify for complimentary free shipping.- Customers can pay cash on delivery (COD) or securely via credit card.# Easter Working Hours- Our customer support desk and dispatch warehouse will be closed on Friday through Monday.- All online orders placed during this weekend will be processed on Tuesday morning.- For emergency enterprise inquiries, email support@company.com.# Wire Transfer Details- Beneficiary: Acme Global Inc.- Bank: JPMorgan Chase Bank N.A.- Routing / ABA: 021000021- Reference Note: Please state your invoice or quote order number.