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Knowledge Sync is how your genie stays up to date on your business — your policies, prices, products, and anything else customers ask about — without anyone having to manually retrain it.
The knowledge itself lives in your Voice genie — Sync’s job is to keep it fresh on a schedule, by pulling from a connection you set up. Sync doesn’t author or store your knowledge base content directly; if you need to edit the knowledge itself, that happens in Help Genie Voice, not here.

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Setting up a sync

Every knowledge sync needs:
  • Name — whatever helps you recognize it later.
  • Target genie — which of your genies this feeds.
  • Connection — the connection to pull from. What you can pick depends on what you’ve already connected: a Custom API, a Database, a URL, or an OAuth integration like Notion.
  • Target document — which document in that genie’s knowledge base the synced content should land in. Pick an existing one, or leave this unset and Sync creates a new document the first time the sync runs.
All of these are required — the form won’t let you save without them.
Either way you set the target document, the sync fully overwrites that document’s content on every run — think of it as “this document always reflects the source,” not “append new information.”
Knowledge Sync editor showing the connection picker and target genie field

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Extra settings by connection type

Once you pick a connection, a few extra fields appear depending on what kind of connection it is:
  • Notion connections — you’ll be asked for the Notion database ID to sync from. Every page in that database is fetched and becomes its own document in the genie’s knowledge base. This field is required for Notion.
  • Database connections — you can optionally override which columns get synced, if you want fewer than what the connection itself is set up to share. Leave this blank to use the connection’s own column selection.
  • Custom API connections — by default, every endpoint saved on that connection is synced, each becoming its own document. If you only want one specific endpoint kept in sync, you can pick it here.
  • Other catalog connections (non-Notion) — you’ll give a specific path on that service to pull from (for example, a CRM’s contacts list), optionally narrow it down to specific fields from each item, and optionally provide a template for how each item should be written out as text. Leave the template blank and Sync writes the raw data instead.
  • URL connections — no extra fields. A URL sync always just re-fetches and re-reads the page or document at that address.

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Keeping it fresh

Choose a cadence from a fixed list:
There’s no free-form time picker for the daily and weekly presets — they always run at those fixed UTC times, so double-check what that is in your own timezone. The custom option accepts a standard schedule expression if you need something the presets don’t cover; the shortest supported cadence is every 15 minutes.
Whenever a sync runs, your genie’s knowledge updates automatically — there’s nothing to re-upload and nothing to retrain.
You don’t have to wait for the schedule — click Run now on any sync to trigger it immediately.
Schedule picker on a knowledge sync configuration

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Checking on a sync

Every sync’s page shows you when it last ran, whether it succeeded, and how much information it brought in. If a sync fails — say, a source was moved or an API went down — you’ll see that clearly, and can fix the source and click Run now to try again without waiting for the next scheduled run. For the full run history, including runs that succeeded, see the sync’s entries in the Activity log.

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Turning a sync off, or deleting it

You can turn a sync off without losing its configuration — it just stops running until you turn it back on.
Deleting a sync is different: it stops the schedule permanently, and it does not remove anything the sync already added to the knowledge base. If you want that content gone too, remove it from the document in Help Genie Voice directly.

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Before tab, per genie

You can manage all your knowledge syncs in one place from the main Knowledge Sync page, or from a specific genie’s Before tab if you only want to see what’s feeding that one genie. The Before tab also lists Scheduled refreshes alongside the genie’s knowledge syncs — named jobs Sync runs on a schedule for that genie.