Configure

Knowledge base

The knowledge base is what turns a generic chatbot into an expert on your product. Quincer accepts three input types: URLs, uploaded documents, and manually written Q&A pairs. All three end up in the same retrieval store.

Where to edit

Open Knowledge in the dashboard sidebar. You'll see three tabs:

• Sources — URLs and uploaded documents, grouped by origin.
• Q&A — hand-written question/answer pairs.
• Chunks — the retrieval-ready slices Quincer extracted. Useful for debugging when the agent says something wrong.

Importing from a URL

1. Click Import URL at the top of the Sources tab.
2. Paste the URL. Quincer crawls the page and, if it detects a sitemap or linked sub-pages, offers to crawl those too.
3. Pick the pages to include (default: all). You can cap the crawl at a specific depth.
4. Click Ingest. Extraction typically takes 10–60 seconds per page.

If the URL is blocked by a firewall (403)

Some sites sit behind a Web Application Firewall (Cloudflare, Sucuri, Akamai, AWS WAF) that blocks automated requests before they reach the origin. When that happens, Quincer returns a 403 Forbidden and the import fails with a message like “Blocked by the site's firewall.”

The fix is to allowlist Quincer's crawler on the site. You don't need to share any IP address — our crawler announces itself with a stable User-Agent string:

Mozilla/5.0 (compatible; QuincerBot/1.0; +https://chat.quincer.com)

Cloudflare (most common)

1. In the Cloudflare dashboard, select the site, then go to Security → WAF → Custom rules.
2. Click Create rule and name it Allow QuincerBot.
3. Under When incoming requests match, set:
   • Field: User Agent
   • Operator: contains
   • Value: QuincerBot
4. Under Then take action, choose Skip and check:
   • All remaining custom rules
   • Rate limiting rules
   • Managed rules
   • All Super Bot Fight Mode rules (if enabled)
5. Click Deploy. Changes take effect within ~30 seconds.

Reference: Cloudflare — Skip actions for custom rules. If Super Bot Fight Mode is on, also see Verified bots.

Sucuri

Dashboard → Firewall (WAF) → Access Control → Whitelist User-Agent. Add QuincerBot.

AWS WAF / CloudFront

Add a Custom rule with a String match on the User-Agent header containing QuincerBot, action Allow, priority above any blocking rules.

Akamai

In App & API Protector, create a Client Reputation or Bot Manager exception matching User-Agent QuincerBot, action Allow.

Uploading documents

Supported formats: .pdf, .docx, .md, .txt, .html, .csv.

1. Click Upload Document.
2. Drag & drop or browse. Max file size: 20 MB per file.
3. Add an optional description so the agent knows when to cite this source.
4. Click Ingest. Multi-page PDFs take longer.

Writing Q&A pairs

Q&A is the fastest way to handle “what do we say about X”-type questions with a canned answer.

1. Open the Q&A tab and click + Add Q&A.
2. Write the question the way a customer would ask it. Quincer will match semantically, so you don't need every phrasing.
3. Write the answer in the tone of your brand. Markdown links are supported.
4. Optionally tag the pair with categories (e.g. pricing, security) for quick filtering.
5. Save.

Retrieval ranking

Every time the agent answers, it retrieves the top N chunks from your knowledge base. The ranking uses both semantic similarity (via embeddings) and recency. Sources you've pinned are weighted more heavily. Pin frequently-cited docs from the three-dot menu on each source row.

Keeping content fresh

Quincer auto-refreshes URL-based sources on a rolling 24-hour schedule. You can:

• Click Refresh now on any source to re-crawl immediately.
• Toggle a source Disabled temporarily without deleting it.
• Delete a source to purge its chunks completely.

Debugging retrieval

If the agent gives a wrong answer, check the Chunks tab and use the search bar. Type the visitor's question and you'll see the top-ranked chunks. If the right chunk is ranked low:

• Add a Q&A pair with the exact phrasing.
• Pin the relevant source.
• Rewrite the chunk's description for clarity.

Plan limits