Knowledge Source: Adding Snippet as Knowledge Source | Voters

Knowledge Source: Adding Snippet as Knowledge Source

Wong Yi Teng

Business Problem:
Currently, AI Agent cannot use Snippets
 as a Knowledge Source, even though AI Assist and AI Prompt can access Snippet data from the platform. Snippets often contain important business details and other key information. Without this capability, users must manually export their Snippets (copy/paste or download) and then upload them as a Knowledge Source — an unnecessary extra step just to make AI Agent reference context that already exists. Whenever a Snippet is updated, users have to repeat this process — exporting and re-importing over and over — just to keep the AI Agent’s knowledge current.
Desired Outcome:
Allow the AI Agent to use Snippets
 directly as a Knowledge Source. This would let users maintain content in one place, avoid repeated manual uploads, and ensure AI Agent always has access to the latest, most accurate information from Snippets. 
Benefits:
Edit once — updates to Snippets automatically reflect for AI Agent too
Eliminate manual re-uploads whenever content changes
Keep answers consistent and always up to date.

September 17, 2025

Nabilah Binti Salleh

Merged in a post:

IA SHOULD BE ABLE TO CALL FRAGMENTS

Gerencia Diskat

When a customer requests information about something, the AI should be able to send the templates as a first resource so that when the customer is sent to the go we can use less AI resources and be able to send what we really want to send, it can make a summary of the fragment or template or send it completely.

March 17, 2026

Nabilah Binti Salleh

Hi Gerencia Diskat - thank you for your request.

To better understand it, could you share an example of how this looks like?

Could you also clarify:

What "templates" are you referring to as the first resource?
What does "fragment" mean here?

Looking forward to your reply!

Gerencia Diskat

Nabilah Binti Salleh means that the AI can send a template automatically, for example if a customer has to send an address that the AI uses the fragments as sources of knowledge but that it is optional when creating the fragment that it can use as a source of knowledge, snippets.

Ricardo Real Molina

I would love this to be added as a feature :D

Gustavo Bobrow

current workaround does not work everytime nor works on follow ups..

Nabilah Binti Salleh

Hi Gustavo Bobrow! Could you share a bit more about your specific use case and what kind of follow-up questions the AI is currently struggling to answer?

Wong Yi Teng

Current Workaround:

Users can manually export a Snippet and import it as a Knowledge Source.

Note: Every time a Snippet is updated, the user must update the Knowledge Source too, since it’s not synced automatically.

Photo Viewer