AI and assistants

Knowledge: give Penny your facts

Add files, websites and notes to Knowledge so Agent Penny and your agents answer and write with your own pricing, case studies and positioning.

Knowledge is where you give Penny and your agents your deck, pricing, case studies and website, so answers and messages use your own facts instead of guesses. Penny says which source an answer came from.

Knowledge page with notes, files and websites Penny reads

Add a source#

Go to Agent Penny → Knowledge and choose:

SourceWhat to addCredits
FilePDF, Word, PowerPoint, Excel, CSV, text or Markdown, up to 25 MB each1 credit per 50 pages or per MB (at least 1), once per file
WebsiteYour site's address. Penny reads up to 50 pages of the same site and reads it again every week1 credit per 50 pages; unchanged pages are free
NoteAnything you'd tell a new teammate: positioning, objections, pricing rulesFree

Each source shows Waiting, Reading…, Ready or Couldn't read with the reason (for example, a scanned PDF with no text). You can also add a file from the paperclip in a Penny chat.

Best messages is added for you: messages that got a positive reply, with names and emails removed, updated every night.

Use it#

Just ask. Penny searches Knowledge when a question needs your facts, for example “What do we charge for Agency / Team?” or “Write a follow-up that mentions the Kestrel Freight case study.” Agents use it too, such as the Reply Assistant answering a question from a prospect.

To remove a source, open its menu and Delete. Penny stops using it right away.

Note

Knowledge comes with the Penny Agents and Penny SDR plans. Files count toward your plan's storage.