Skip to content
NewSee how

Knowledge base

A knowledge base so the AI writes every cold email from your real facts.

Add your website, extra links and files. FirstSales crawls, reads and stores them in your workspace, then the AI email writer and Copilot use them for every email and reply.

$1 for 3 days · Cancel anytime · No contract

The Knowledge Base page in FirstSales: one knowledge base marked Ready and Default, with its entity, page and file counts and its build stages
  • 01

    Crawls your website for you

  • 02

    Up to 100 extra links at once

  • 03

    Files up to 25 MB each

  • 04

    Private to your workspace

The problem

An AI that does not know your product has to guess.

Most AI writing tools start from a blank prompt. Without real facts about what you sell, the email turns vague or, worse, makes something up.

Generic emails

When the AI only knows your company name, every email sounds like every other cold email. Prospects can tell, and they delete it. The fix is not a cleverer prompt. It is giving the AI the facts that make your company different.

Made-up details

An AI with no facts fills the gaps. It may name a feature you do not have or a price you never set. One wrong claim can cost you the deal, and a correction email rarely wins it back.

Prompts pasted by hand

Teams paste the same product notes into prompt after prompt. The notes go stale, each rep keeps a different copy, and no one knows which one is right. New hires start from whatever copy they were sent.

Three ways to fill your knowledge base,and you can use all three.

Start with your website. Then add the pages it missed and the files that never made it onto the site, like a pricing sheet or an onboarding guide.

  • One URL

    Your website

    Give the knowledge base your website address and it crawls the site for you. Product pages, pricing, help articles and case studies all count. You do not copy or paste anything, and you do not need to list the pages yourself.

    • Home page
    • Product pages
    • Pricing
    • Help articles
    • Case studies
  • Up to 100 links at once

    Extra links

    Paste more links in one go, separated by new lines, commas or spaces. Use it for pages the crawl did not reach, a docs site on another address, or a single article you want the AI to know well. Bad links are flagged before you add them.

    • Docs pages
    • Blog posts
    • Landing pages
    • Public guides
  • Up to 25 MB per file

    Your files

    Upload the documents your team already uses. Each file is read and split into small pieces, so the AI can find the right fact later. You see every file with its size and the number of pieces.

    • PDF
    • Word
    • Excel
    • PowerPoint
    • Markdown
    • Text
    • CSV
    • HTML
How it works

Three steps from your website to emails that sound like you know your stuff.

Most knowledge bases need one URL to start. You can add more any time.

  1. 01

    Create it

    Give the knowledge base a name and your website address. Add a short description so your teammates know what is in it. Set it as the default if it is the main one. That takes about a minute.

  2. 02

    Let it build

    FirstSales crawls the site, reads any files you upload, stores everything in your workspace and links the facts. You can watch each stage finish. You do not need to stay on the page while it runs.

  3. 03

    Write from it

    Once it is Ready, the AI email writer drafts each email from these facts and Copilot answers questions from them. Your AI instructions still set the tone, and you still approve what goes out.

Inside the knowledge basefrom first link to a ready graph

What you see as you set one up. Names and numbers in these views are sample data.

  1. Create

    Start with a name and your website

    A new knowledge base needs a name and a website URL. Add a short description, such as pricing, product notes or customer stories, so teammates know what is inside. If you keep more than one, mark the main one as the default for the workspace.

    • Name. Something your team will recognize.
    • Website URL. The site FirstSales will crawl.
    • Default. The one the workspace uses first.
  2. Build

    Watch it crawl, parse, store and enrich

    The build runs in four stages. Each one shows when it is done, and the knowledge base moves from Processing to Ready. If a step fails, retry just that step. If your site's firewall blocks the crawler, follow the allow-list steps shown on the page.

    • Crawl. Reads your site and added links.
    • Parse and store. Splits files and saves them.
    • Enrich. Links the facts into a graph.
  3. Files

    Add the files that are not on your website

    Pricing sheets, onboarding guides, FAQs and sales decks often live in files, not web pages. Upload them, up to 25 MB each. Each file is read and split into pieces, and you see how many pieces came out of every file.

    • Many formats. PDF, Word, Excel, PowerPoint and text.
    • 25 MB each. Large guides and decks fit.
    • Pieces shown. See how each file was split.
  4. Graph

    See what the AI now knows about you

    A ready knowledge base shows its counts: entities such as products, features and customers, the relations between them, the crawled pages and the files. Open the knowledge graph to see how the facts connect.

    • Entities. The things your business is made of.
    • Relations. How those things connect.
    • Pages and files. Every source it learned from.
“One of the best email outreach tools I have ever seen in my 9 years of business experience. It has solved the problem of email outreach for my cold emails.”
Santhosh K.Founder and CEO, small business · G2

Four stages from a web addressto facts the AI can use.

Each knowledge base shows where it is in the build. When every stage is done, it is marked Ready and the AI starts writing from it.

  1. 01

    Crawl

    FirstSales visits your website and the links you added, and collects the text from each page. It follows the links on your site, so you do not list every page.

    You see the list of crawled pages and how many there are.

  2. 02

    Parse

    Your uploaded files are read and split into small pieces, so a long PDF becomes many short, findable facts instead of one block the AI has to skim.

    You see each file with its size and its number of pieces.

  3. 03

    Store

    The pages and pieces are saved to your workspace. Other workspaces cannot see them, even inside the same organization.

    The status moves from Processing toward Ready.

  4. 04

    Enrich

    FirstSales links the facts into a knowledge graph: your products, features, prices, customers and how they connect. This is what lets the AI match the right fact to the right prospect.

    You see the number of entities and relations in the graph.

If a stage fails, you can retry that step without starting over. If your site's firewall blocks the crawl, the knowledge base shows you the steps to allow the FirstSales crawler for common providers, then you retry.

Why it helps

Six things a knowledge base changes about your outreach.

The knowledge base is the part of FirstSales that knows your company. Everything the AI writes starts here.

  • No copy and paste

    Point it at your website and it does the reading. You do not write a product document or keep a prompt up to date by hand.

  • Organized for you

    Pages and files are split into small facts and linked in a knowledge graph, so the AI can find the one detail that fits a prospect, like the case study from their industry.

  • Grounded emails

    The AI email writer drafts from your real features, prices and proof, not from a guess. You still read and approve what goes out.

  • Better replies

    Copilot reads the same knowledge base, so an answer to a pricing question uses your real pricing, the same way every time.

  • Private by workspace

    Each knowledge base lives in one workspace. A client workspace never sees another client's facts, which matters for agencies running many brands.

  • Clear status

    Each knowledge base shows Draft, Processing, Ready or Error, with its stages. A failed step can be retried on its own.

Before and after

Writing from a blank prompt, and writing from your knowledge base

The same AI writes very different emails depending on what it knows about you.

Blank prompt

The AI knows your name and little else.

  • Vague valueWords that fit any company.
  • Guessed featuresDetails that may not be real.
  • No proofNo customer or result to point to.
  • Notes pasted by handA different copy per rep.
  • Stale factsOld prices stay in old prompts.
  • Replies from memoryEach answer a little different.
With a knowledge base

The AI knows your product.

  • Your real offerWritten from your pages.
  • Real featuresOnly what you actually sell.
  • Your proofCase studies the AI can cite.
  • One shared sourceEvery rep, same facts.
  • Easy to updateAdd a page, the next email uses it.
  • Consistent repliesCopilot answers from the same facts.
At a glance

AI knowledge base: what goes in and where it is used

Each source you add, what happens to it, and where the AI uses it in FirstSales.

Knowledge base sources and how FirstSales uses them
What you getSourceWhat FirstSales does with it
WebsiteOne URLCrawled, page by page
Extra linksUp to 100 at onceCrawled with the site
FilesUp to 25 MB eachRead and split into pieces
FactsFrom every sourceLinked in a knowledge graph
StatusPer knowledge baseDraft, Processing, Ready or Error
Failed stepCrawl, parse, store or enrichRetry that step alone
Cold emailsEvery new draftWritten by the AI email writer
RepliesQuestions from prospectsAnswered by Copilot
Start your $1 trial
Simple guide

How to build a knowledge base the AI writes well from.

Seven habits that make the emails more accurate and more specific.

  1. 01

    Start with the website you already have

    Your site already explains what you sell. Use it first, then fill the gaps. You do not need a perfect document before you begin. A knowledge base that is good today beats a perfect one next month.

  2. 02

    Add the pages that sell

    Pricing, case studies and feature pages carry the facts that move a reply. If the crawl missed one, paste its link.

  3. 03

    Upload what lives outside the site

    Sales decks, one-pagers, onboarding guides and FAQs often hold the clearest answers. Upload them as files. A clear one-page FAQ often helps more than a long deck.

  4. 04

    Leave out what you would not say

    The AI writes from what you give it. Do not upload internal notes, old prices or claims you no longer stand behind.

  5. 05

    Keep one default per workspace

    If you have several knowledge bases, mark the main one as the default, so everyone in the workspace starts from the same facts.

  6. 06

    Use a workspace per client or brand

    Agencies and teams with several brands should keep each knowledge base in its own workspace. Facts never mix.

  7. 07

    Update it when your product changes

    When you change pricing or ship a feature, add the new page or file. The next emails use the new facts. Remove the old file at the same time, so the AI does not see two prices.

Before your first campaign

Ten things to check

A short list so the AI starts from good facts.

  • The knowledge base has a clear name
  • Your website URL is correct
  • The status shows Ready
  • Your pricing page is in the crawled pages
  • Case studies or customer stories are included
  • Key files are uploaded
  • Old or wrong files are removed
  • The main knowledge base is set as default
  • Each client or brand has its own workspace
  • AI instructions set the tone you want

Questions,answered plainly.

Can’t find yours? Write to us.

01What is the FirstSales knowledge base?

It is where FirstSales keeps the facts about your company. You add your website, extra links and files, and FirstSales crawls, reads and stores them in your workspace. The AI email writer and Copilot use it for every email and reply.

02What can it learn from?

Your website, up to 100 extra links pasted at once, and uploaded files up to 25 MB each. Files can be PDF, Word, Excel, PowerPoint, Markdown, plain text, CSV, HTML and other common formats.

03Do I have to write a product document or prompts?

No. Give it your website address and it does the reading. You can add files if some facts are not on your site. AI instructions are where you set tone and rules, not facts.

04How does it help the AI avoid made-up details?

The AI email writer drafts from the facts in your knowledge base instead of a blank prompt, so it has your real features, prices and proof to work with. You still review and approve emails before they go out.

05Is my knowledge base private?

Yes. Each knowledge base belongs to one workspace. People and data in other workspaces cannot see it. Agencies can keep one workspace per client.

06Can I have more than one knowledge base?

Yes. A workspace can hold several knowledge bases. Mark one as the default so the workspace starts from it.

07What if my site blocks the crawl?

Some firewalls block crawlers. If that happens, the knowledge base shows the steps to allow the FirstSales crawler for common providers. After that, retry the crawl.

08How much does FirstSales cost?

Plans start at $29/mo for Starter with 4,000 credits a month. Growth is $79/mo, Pro $149/mo and Business $499/mo. You can try the whole product for $1 for 3 days.

09What makes a good knowledge base?

Pages that say what you sell, who it is for, what it costs and what customers got from it. Product pages, pricing, case studies and help articles work well. Pages full of slogans give the writer little to use. If a fact matters in your emails, make sure a page in the knowledge base states it plainly.

10What should I do when my product or prices change?

Update the page on your site, then retry the crawl so the knowledge base picks up the new version. Drafts written after that use the new facts. Drafts already in the review queue were written from the old facts, so read them before you approve.

11How do the knowledge base and AI Instructions work together?

The knowledge base holds the facts: features, prices and proof. AI Instructions hold the rules: tone, words to avoid and claims never to make. Keep facts in the knowledge base and rules in AI Instructions, so each one is easy to find and change later.

12How many pages should I add?

Start with the pages a new customer would read first: home, pricing, your main product pages and two or three case studies. That is enough for good first drafts. Add more when you see drafts that cannot answer a question. More pages are not always better. Duplicate or out-of-date pages can confuse the writer, so remove them when they stop being true.

13Can I remove pages from the knowledge base?

Yes. Remove pages that are no longer true, such as old pricing pages or retired features. New drafts then use only the pages that are left. Read the drafts in the review queue again afterwards, because they were written before the change.

Outreach that keeps going after you log off.Leads, emails, follow-ups and replies, handled.

Connect unlimited mailboxes and let AI agents find leads, write each email and follow up. Or send your own templates in manual mode. From $29/mo.

$1 for 3 days · Cancel anytime · No contract

Install with AI

Your coding agent sets up the FirstSales CLI and skills for you.

Prompt for Claude Code

I'm setting up FirstSales (https://firstsales.io), an AI outbound sales platform: campaigns, contacts, a reply inbox, deliverability and lead signals. Help me get my workspace sending real, good emails end to end, from Claude Code.

Read these first so you know how FirstSales works:
- Developer docs and API: https://developer.firstsales.io
- CLI: https://www.npmjs.com/package/@firstsales.io/cli
- Skills for coding agents: https://github.com/firstsalesio/firstsales-skills (read README.md and GUIDE.md)

Setup
1. Install the CLI: npm install -g @firstsales.io/cli
2. Install the FirstSales skills:
   claude plugin marketplace add firstsalesio/firstsales-skills
   claude plugin install firstsales@firstsales
3. Ask me if I already have a FirstSales account. If not, send me to https://app.firstsales.io to sign up.
4. Ask me to create an API key under Settings → API → API Keys, with only the scopes we need.
   Never ask me to paste the key into this chat. Tell me to run this in my own terminal, so the key stays hidden:
   read -rs FS_KEY && firstsales auth login --api-key "$FS_KEY"; unset FS_KEY
5. Run `firstsales whoami` and tell me which workspace and organisation we are connected to.

Then ask me about my business: what I sell, who I sell to (roles, company size, countries), my best customers, and what I use today for outbound (tools, lists, mailboxes). Walk me through:
1. Teaching FirstSales my business: website, offer, proof points and case studies in the knowledge base, so the AI writes like someone who knows the product.
2. Connecting my sending mailboxes and checking my sending domain: SPF, DKIM, DMARC and warm-up. If anything is unhealthy, tell me the exact DNS record to add.
3. Bringing in contacts: import my CSV or CRM export into a clean list, remove duplicates and bad emails, and block domains I must never email (customers, competitors, my own).
4. Building my first campaign: the right list, senders, steps and timing. Write the sequence with me, show me the drafts, and do not launch until I say yes.
5. Setting up Signals if it fits: find people engaging with LinkedIn posts about topics my buyers care about, and turn them into leads.
6. Inviting my team and giving each person the right access.

Once campaigns run, show me how to work the reply inbox from here: which replies need an answer, draft responses in my voice, and move good conversations into deals. If I use Cal.com, connect it so follow-ups can offer my booking link (not the first email).

Throughout, as you learn about my business, proactively suggest and help create:
- Reply templates for the questions and objections my prospects are likely to raise, based on my product, site and codebase if you can see them.
- Campaign ideas and segments worth testing, with the reason for each.

Safety rules:
- Show every change as a dry run (--dry-run) first and wait for my yes. Never send emails, launch campaigns or delete anything without my yes.
- Tell me before anything that spends credits, and how many.

Be opinionated. If the docs give a sensible default, just use it. Don't make me choose between five options.