Guide · Dan Latham · Updated 16 September 2026

Website knowledge versus files

The knowledge lane is website pages and files. Product answers are not that lane. Shopify and WooCommerce use the live catalogue. Magento 2, including Adobe Commerce, uses a synced copy that can lag the store.

Website crawl

The public site as the agency and client already maintain it. Best for hours, services, and FAQs that belong on a URL.

Files

PDFs and documents that are not (or not yet) a page: internal policies, menus, terms. They still need approval. A forgotten price list in a PDF will be treated as truth.

Catalogues

Do not pretend a product CSV is “knowledge”. Connect the store and keep policies in the knowledge lane.

See integrations

Sources and outcomes.

Integrations Ecommerce catalogues

Tone for British client sites A walk through the agency workspace Client deployment checklist Client onboarding for an AI service

Sell the service.

Keep the infrastructure.

Create an agency workspace