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Doublewire Help

Attach knowledge sources and forms

Section titled “Link knowledge”

Under Knowledge, search and select Knowledge Bases and Website Crawlers. Remove a chip to unlink a source, then save the assistant.

Only ready document and page content from linked sources can be retrieved for answers. Linking does not copy or delete the original source.

Attach a form

Section titled “Attach a form”

Search for a form and attach it to the assistant. Configure any combination of the available triggers:

  • Tool trigger lets the assistant decide when to show the form, guided by your description.
  • Manual button gives the visitor a visible action with the label and position you choose.
  • Auto-trigger opens the form after a matching URL, time-on-page, or scroll-depth condition.

Remove the form card to unlink it. Existing submissions remain with their conversations.

Keep settings in the right place

Section titled “Keep settings in the right place”

Channel-level behavior such as allowed domains, page suggestions, proactive messages, contact-detail collection, goals, and page context is configured on the relevant channel. The assistant editor links the reusable reasoning, knowledge, and form behavior.