Upload Your Files. Let the AI Answer Your Leads on WhatsApp.
Drop your product PDF, pricing sheet or FAQ document into the 3Sigma knowledge base. The Gemini AI bot reads them, answers customer questions on WhatsApp in natural language, and follows up automatically — with no scripted menus and no human needed for standard queries.
The problem with scripted bots
Priya Mehta runs a solar EPC company in Jaipur. She set up a WhatsApp chatbot that greets leads with a menu: "Press 1 for residential, 2 for commercial, 3 to speak to an agent." Most leads just type their question — "What's the cost for a 5 kW system?" — and the bot replies "I didn't understand that. Press 1 for residential…"
The lead gets frustrated and contacts the next vendor who actually answers the question. Priya had built the bot correctly — the problem was that scripted keyword bots can't answer open questions from a product catalogue or pricing sheet.
A knowledge base bot is different. It reads the files you upload and answers naturally — like a trained customer service rep who has memorised your brochures.
Scripted / keyword bot
- • Works only for exact keywords or button presses
- • Can't answer "What's your price for X?"
- • Product info must be hard-coded in the flow
- • Update the product PDF → must rewrite the bot
- • Fails on natural-language questions
AI Knowledge Base bot (3Sigma)
- • Reads your uploaded PDF/DOCX/CSV to answer questions
- • Handles natural language — "How much for 5 kW?"
- • Update the file → bot instantly knows the new info
- • Test answers before going live (Test Chat)
- • Self-grades and improves nightly
What you can upload to the knowledge base
The KB accepts up to 10 files (25 MB each). Upload whatever your customers typically ask about.
How to set up a KB bot in 3Sigma
Five steps from zero to a live AI bot that answers from your files.
Upload your files
Drag-drop your product PDF, pricing CSV or FAQ document into the KB. Up to 10 files, 25 MB each.
Write or generate a prompt
Use the Prompt Builder wizard — answer 2 questions about your business and it drafts a full system prompt. Refine it by chatting.
Test before going live
Open Test Chat and send the bot the same questions your leads ask. Check answers, adjust the prompt if needed.
Turn it on
Activate the bot for your WhatsApp number. It starts replying to leads automatically, drawing on your KB files.
Review nightly grades
The bot grades itself every night (0–100 vs its goal). Prompt Improve turns weak conversations into accept/reject patch cards.
Test Chat: verify answers before you go live
Every KB bot in 3Sigma has a Test Chat panel built in. Before you activate the bot for real leads, open Test Chat and type the same questions your customers ask. You see exactly what the bot would reply — and you can adjust the system prompt if the answer is wrong, incomplete or off-tone.
This is the step that separates a bot that works from a bot that embarrasses you. Rakesh Gupta, who runs a health insurance agency in Pune, tested 12 common questions before going live. The bot got 10 right from the policy PDF, and he refined the prompt for the 2 it missed — spending 20 minutes in Test Chat saved him from sending wrong policy details to real customers.
Instant preview
Chat with the bot as if you were the lead — no need to use a real WhatsApp number.
Prompt iteration
Tweak the system prompt and re-test without turning the bot on for live leads.
File-level testing
Verify the bot reads all your uploaded files correctly before going live.
Build your system prompt without writing one
Most people get stuck writing the bot's system prompt. 3Sigma's Prompt Builder ("Build with AI") is a 2-question wizard: describe your business and what you want the bot to do. It drafts a complete system prompt from your answers. You can then refine it by chatting — "make it sound more professional" or "add a step where it asks for the lead's budget."
The result is a prompt that tells the bot its role, its tone, which files to draw from, what to do when it doesn't know the answer, and which CRM actions to take. Most teams get a working prompt in under 10 minutes.
What a good system prompt covers:
- Your business name and what you sell
- The bot's tone (formal / friendly / regional language)
- What to do when it doesn't know the answer
- Which questions to hand off to a human
- CRM actions to take (add note, change status)
- Business hours and follow-up schedule
The bot grades itself every night and suggests fixes
Most chatbots go live and stay the same forever — the same mistakes, the same missed questions. The 3Sigma AI bot does something different: every night, it reviews conversations from the day and grades each one from 0 to 100 against the bot's stated goal.
Conversations that fail the grade come with a list of top issues. The Prompt Improve feature turns those issues into accept/reject patch cards — each card shows the current prompt wording versus an updated version, and you click Accept or Reject. Changes are revertible if a patch makes things worse.
Nightly 0–100 grading
Each conversation is graded vs the bot's goal. PASS/FAIL with top issues listed.
Prompt Improve patch cards
Current-vs-updated diff for each issue. Click Accept or Reject — no prompt editing.
Revertible changes
Every accepted patch can be rolled back if it introduces a new problem.
Related: the full 3Sigma WhatsApp stack
WhatsApp CRM
The full WhatsApp CRM — pipeline, calling, team inbox, sequences and the AI bot together.
No-code WhatsApp Bots
Keyword-trigger and button-menu bots for routing and capturing lead details — the simpler option.
Pricing & Plans
See which 3Sigma plan includes the AI bot. The KB stack is available on eligible accounts.
Frequently asked questions
What is a WhatsApp chatbot with a knowledge base?+
A WhatsApp chatbot with a knowledge base is an AI bot that reads your own business files — product PDFs, pricing sheets, FAQs, service guides — and uses them to answer customer questions on WhatsApp. Instead of a scripted menu, the bot understands natural-language questions and finds the answer from your uploaded documents.
What file types can I upload to the knowledge base?+
The 3Sigma AI bot knowledge base accepts PDF, TXT, CSV, DOCX and image files. You can upload up to 10 files, each up to 25 MB. Typical uploads include product brochures, rate cards, FAQ documents, service manuals and policy guides.
How do I test the bot before going live?+
3Sigma includes a built-in Test Chat feature. After uploading your files and writing a system prompt, you open Test Chat and send it questions exactly as your leads would. The bot answers using the KB files plus your prompt — so you can verify the responses before turning the bot on for real leads.
Can the bot take actions in the CRM — not just reply?+
Yes, via AI Actions (opt-in per action). You can enable the bot to add a note, change the lead status, create a task or move the lead to a different pipeline stage — all triggered during the chat, without any human agent needed for those steps.
Is the AI knowledge base bot available to everyone?+
The Gemini AI bot (including the KB stack) is available on eligible 3Sigma accounts. It is org-gated — contact the 3Sigma team to check if your organisation is enabled. Once enabled, each AI message consumes one credit from your prepaid wallet.
How is this different from the no-code WhatsApp chatbot?+
The no-code chatbot uses keyword triggers and button menus — a fixed script. It's ideal for routing enquiries and capturing basic details. The AI knowledge base bot uses Gemini to read your files and answer open-ended questions naturally. Both exist in 3Sigma; many teams use the no-code bot as the first touch and the AI bot for deeper questions.
What happens when the bot doesn't know the answer?+
You configure the bot's behaviour in the system prompt. You can instruct it to say 'I'm not sure — let me connect you with a team member' when the answer isn't in the KB, and to create a task or assign the chat to a human agent. The bot follows your instructions rather than guessing.
Ready to let AI answer your leads from your files?
Book a demo to see the knowledge base bot live — upload your product PDF, ask it a question and watch it answer in real time.