---
title: "How to Build a Knowledge Base for AI Drafts in FirstSales | FirstSales"
description: "Create a Knowledge Base, crawl your site, add sources and uploaded documents, and attach it to a campaign so AI drafts are grounded in real product facts."
canonical: "https://firstsales.io/tutorial/create-knowledge-base/"
---

[Home](/)/[Tutorials](/tutorial/)/How to Build a Knowledge Base for AI Drafts in FirstSales

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# How to Build a Knowledge Base for AI Drafts in FirstSales

Create a Knowledge Base, crawl your site, add sources and uploaded documents, and attach it to a campaign so AI drafts are grounded in real product facts.

8 min read·Intermediate·6 steps

1. 1  
## What a Knowledge Base is for  
A **Knowledge Base** (KB) is the grounding the AI drafter reads from when writing emails — your product facts, positioning, docs, and pages. Attach a KB to a campaign and drafts pull real details from it instead of guessing. It's how you get on-message, specific copy at scale.
2. 2  
## Create a KB  
Go to **Knowledge Base → New KB**. In the drawer, set a **Name** (4–250 chars), an optional **Description** (up to 2,000), and a **Website URL** — this is required and is what FirstSales crawls first. Tick **Set as default** if this should be the KB new campaigns use automatically.  
![Create a KB](/tutorials/kb-01-create.webp)
3. 3  
## Let it crawl and process  
On create, FirstSales crawls the website and runs it through a pipeline you can watch: **crawling → parsing files → storing data → enriching**. Enrichment builds a knowledge graph so related facts connect. Give it time on the first pass; larger sites take longer.
4. 4  
## Add more sources  
Open the KB and use the **Sources** tab to widen coverage. **Bulk-paste** additional URLs (up to **100 per batch**) — docs, case studies, pricing, blog posts — and FirstSales crawls them into the same KB. You can **resync** a source to re-crawl when its page changes, and see the list of crawled pages.
5. 5  
## Upload documents  
For material that isn't on a public page, use the **Documents** tab to **upload files**. Each is parsed and split into chunks (the tab shows the chunk count), and those chunks join the same knowledge the drafter reads. Good for one-pagers, spec sheets, and internal notes you don't want to publish.
6. 6  
## Attach the KB to a campaign  
A KB only shapes drafts once it's attached. In a campaign's **Email Drafter → Content** tab, add the **Knowledge Base** tool and select this KB. From then on, the drafter grounds its emails in the KB's crawled pages and uploaded documents.

## Pro tips

Hard-won shortcuts that keep warm-up on track.

1

### Point the Website URL at your best page

The required Website URL is the crawl seed. Use the page that best describes what you sell (product or homepage), not a thin landing page, so the first crawl captures the real substance.

2

### Bulk-paste your strongest proof

Case studies, pricing, and docs make drafts specific. Paste those URLs (up to 100/batch) on the Sources tab rather than relying on the homepage crawl alone.

3

### Upload what isn't public

Spec sheets, internal one-pagers, and unpublished notes go on the Documents tab. The drafter reads them like any crawled page, without you having to host them.

4

### Resync when pages change

A KB is a snapshot from crawl time. After you update pricing or messaging on your site, resync that source so drafts don't quote stale facts.

## Frequently asked questions

What does a Knowledge Base do?

It grounds the AI email drafter in your real product facts, pages, and documents. Attached to a campaign, drafts pull specifics from the KB instead of inventing them.

How do I create one?

**Knowledge Base → New KB**. Set a Name (4–250 chars), optional Description, and a required **Website URL** to crawl. Optionally mark it the default for new campaigns.

How do I add more than one website?

On the KB's **Sources** tab, **bulk-paste** up to **100 URLs per batch**. FirstSales crawls them into the same KB, and you can resync any source later.

Can I add files that aren't on my website?

Yes — the **Documents** tab lets you upload files. They're parsed and chunked into the same knowledge the drafter reads.

How do drafts actually use the KB?

Attach it in the campaign's **Email Drafter → Content** tab via the **Knowledge Base** tool. The drafter then grounds emails in the KB's crawled pages and documents.

Why is my KB still processing?

New sources run through crawling → parsing → storing → enriching. The enrichment step builds a knowledge graph, so a large site or big document set takes a while on the first pass.

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