Teaching Loop about you: the Knowledge section

Knowledge is where you organize everything Loop draws on to write and reply as you: your profile facts, your products or offers, your writing style, and anything synced from Topmate. Add a document, note, or link to a group, and Loop uses it the next time it drafts a message in a loop that references that group.

What is the Knowledge section for?

Open Knowledge from the sidebar and you'll see groups organized into a few sections:

• About you — a default, always-on group of facts and documents about you and your business. Loop treats this as background for every conversation.
• Products — one group per offer you sell. Each product group can hold its own Offer details (name, price, currency, booking URL, and a description of what's included) plus any documents specific to that product.
• Writing styles — named voice profiles (tone, DOs and DON'Ts) that shape how Loop phrases messages.
• Sources — a synced Topmate group, when connected, holding documents pulled in from your Topmate account.

Selecting a group on the left shows its documents on the right. The page explicitly notes that organizing knowledge here keeps it tidy — which of these groups a given loop actually draws on is set separately, when you build that loop.

How do I add knowledge to a group?

Inside a group's detail view, use the three buttons above the document list:

1. Upload document — accepts PDF, Markdown, .txt, .doc, and .docx files.
2. Add note — give it a title (for example, "Refund policy") and paste the text Loop should know: FAQs, policies, offer details, anything written in your own words.
3. Add link — paste a URL and Loop reads the page and pulls in its content.

Each document shows a provenance badge so you can see where it came from:

• From Topmate — synced in from your Topmate account.
• You edited — content you wrote or changed yourself.
• AI — generated or summarized by Loop.

How do I move a document between groups?

Every document row has a Move to group dropdown. Pick a different group and the document moves there immediately — useful when something lands in About you by default but really belongs under a specific product. You can move documents into About you or into any product group; writing styles and the synced Topmate group aren't valid move targets.

If a group's document list is empty, the page tells you what to do next: for About you, add documents from the knowledge base in Settings; for a product group, move a document in from elsewhere to teach Loop about that offering.

How do I add a new product or writing style?

Use the + button next to Products or Writing styles in the left rail.

• New product: type a name and confirm, or paste a product URL instead — Loop reads the page and pulls the offer details in automatically.
• New writing style: give it a name, then open it to define how Loop should write.

How does the Offer work for a product group?

Open a product group and you'll see an Offer card above its documents. Fill in:

• Name (for example, "Agent Cohort")
• Price and Currency
• Booking URL — where people go to book or buy
• A description of what's included and who it's for

Save it, and Loop has the specifics it needs when a conversation touches that product.

How do I set Loop's writing style?

Open a writing style group and you'll find a generator plus two rule lists, DO's and DON'Ts:

1. Choose Describe a voice and write a short description (for example, "warm and encouraging, concise, never salesy, asks one specific question"), or choose Paste a sample and paste a few lines you've actually written — Loop works backward from the sample to a voice.
2. Click Generate to fill the DO's and DON'Ts lists. You can also start from one of the built-in templates, Sharp & Direct or Warm & Human, and tweak from there.
3. Edit any rule, add your own with the input at the bottom of each list, or remove ones that don't fit.
4. Click Save style when it looks right.

How does Knowledge shape what Loop actually sends?

Knowledge itself is organizational — it's where facts, offers, and voice live. A loop then decides which of these groups it draws on when it writes to someone, so a single writing style or product offer can be reused across multiple loops without re-entering it each time. If a reply doesn't sound right, check the group it should be pulling from and confirm the content and style are up to date.

Related

• Manage the loops that use this knowledge from Loops (/loops).
• Review connected accounts and general preferences in Settings (/settings).
• Track how conversations are going in Conversations (/conversations).