Jason AI objects
Specification Reviewed · not yet fact-checked
In short
What is a knowledge base in Reply and what does Jason AI use it for?
A knowledge base stores product information — text entries, uploaded documents, and links — that Jason AI draws on when handling replies. Its Reply Handling tab defines per-question handlers with Auto, Draft, or Stop & notify delivery modes; its Re-engagement section schedules follow-ups to silent leads. Linking it to an AI SDR sequence activates it.
Jason AI knowledge base vs the in-app assistant's knowledge source. This page specifies the AI SDR knowledge base you build for your own outreach. Reply's in-app chat assistant answers product questions from its own bundled help-center source — a separate mechanism, not configured here.
At a glance
| Aspect | Detail |
|---|---|
| What it is | Key information about your product — features, guides, FAQs, benefits, pricing — that Jason AI uses when handling replies |
| Belongs to / Contains | Contains sources (text, documents, links), Reply Handling handlers, and Re-engagement follow-ups; linked to AI SDR sequences |
| Surfaces | UI · REST API · MCP |
| Key limit | 100 MB per uploaded document file; only PDF, DOC, and DOCX documents are accepted |
| Lifecycle | Created and named on the AI SDR → Knowledge Bases page → content added → handlers and re-engagement configured → linked to a sequence |
| Does not | Write the outbound sequence steps — its content is used when Jason handles replies and re-engages silent leads, not to build the sequence itself |
Definition
The knowledge base gives Jason AI key information about your product so it can respond to prospects accurately and handle different types of questions — product features, guides, FAQs, benefits, pricing, and more. Two configuration layers live inside it: Reply Handling (custom answers for common questions) and Re-engagement (follow-up messages to leads who stop responding).
Purpose
The knowledge base gives Jason the core information about your product; Reply Handling adds an extra layer by letting you decide how Jason should answer certain types of questions — more control over reply scenarios and over the tone and structure of answers. Re-engagement keeps conversations going without tracking every lead manually.
Relationships
| Relationship | Object |
|---|---|
| Linked to | AI SDR sequences — click New AI SDR Sequence right after creating the knowledge base, or select it from the library when setting up a sequence |
| Contains | Sources (text, documents, links), reply handlers, and re-engagement follow-ups |
| Works with | Offers and playbooks, which drive outbound generation — the knowledge base covers what happens after a prospect replies |
| Governed by | The Jason AI reply settings — whether AI-generated replies are sent automatically, saved as drafts, or Mixed when handlers use different modes |
Creation
- Go to the AI SDR → Knowledge Bases page.
- Click New Knowledge Base and name it.
- Upload product guides, FAQs, PDFs, or links with key details.
- Add commonly asked questions on the Reply Handling tab.
- Set up Re-engagement follow-ups for leads who stop responding.
- Link the knowledge base to a sequence — click New AI SDR Sequence, or select the knowledge base from the library when setting up a new AI SDR sequence.
Configuration
Sources
Content is added in three ways:
| Method | Detail |
|---|---|
| Text | Enter details directly — product descriptions, FAQs, instructions |
| Documents | Upload PDF, DOC, or DOCX files, max 100 MB per file; other file types are rejected |
| Links | Add direct links to helpful resources; each link is added individually |
Reply handlers
A reply handler describes a common prospect question (for example, "Do you offer a free trial?") and how Jason should answer it:
| Field | Detail |
|---|---|
| Question | The common question type this handler covers |
| Delivery mode | Auto, Draft, or Stop & notify — each question type can use a different mode |
| Instructions | What the AI should include in its answer, with any prompts or guidance to shape the response |
| Sample answer | Optional example of a well-written reply to set tone and structure |
| Tone of voice | Confident, persuasive, witty, straightforward, or empathetic |
| Response length | Super short, short, medium, or long |
| Resources | Links the AI can share — pricing pages, documentation, onboarding guides |
| Media | Attachments the AI sends when this question is asked |
The three delivery modes:
- Auto — the AI sends the reply immediately without human review. Suited to low-stakes, well-defined scenarios such as unsubscribe confirmations, meeting links, or FAQ answers.
- Draft — the AI composes the reply and saves it as a draft for human review before sending. Suited to sensitive but repeatable replies where a rep may want to adjust the wording.
- Stop & notify — no AI response is generated or sent. All further sending to the contact pauses, the conversation is flagged, and the assigned rep is notified to take over. Suited to high-stakes question types such as legal review.
If some handlers use Auto and others Draft, select Mixed under What would you like to do with the AI-generated reply? in the Jason AI settings.
Re-engagement
Re-engagement follow-ups reach leads who stopped responding. Each follow-up defines:
| Field | Detail |
|---|---|
| Send after (days) | How many days after the last reply Jason should follow up |
| Delivery mode | Auto (send automatically) or Draft (generate for review); mixing modes requires Mixed under What would you like to do with AI-generated re-engagement follow-ups? in the Jason AI settings |
| Instructions | A short guideline — tone of voice and key points to include |
| Sample answer | An example message to set the style |
| Tone of voice | Confident, persuasive, witty, straightforward, or empathetic |
| Response length | From super short to long |
| Resources | Helpful links to support the follow-up |
| Media | A PDF or DOC file that could help re-engage the lead |
You can create multiple follow-ups — for example, one after 2 days and another after 5 — and pause any of them with the toggle next to it.
Processing behavior
Once the knowledge base is attached to a sequence, Jason draws on its content when handling replies. When a prospect's message matches a reply handler, the handler's instructions, tone, length, resources, and media shape the response, and its delivery mode decides whether the reply is sent automatically, saved as a draft, or stops sending and notifies the rep. Re-engagement messages go out (or are drafted) the configured number of days after the last reply, as an email or LinkedIn message that refers to the previous conversation.
Rating or editing AI-suggested replies in the Inbox also feeds Jason's self-learning. Those inferred writing-style rules are separate from reply handlers, which are answers you author.
Limits
| Limit | Value |
|---|---|
| Document upload size | 100 MB per file |
| Document formats | PDF, DOC, DOCX — other file types are rejected |
| Links | Added one at a time |
The product documentation does not state caps on the number of knowledge bases, sources per knowledge base, reply handlers, or re-engagement follow-ups.
Edge cases
- A Stop & notify match produces no AI response at all — sending to that contact pauses and the assigned rep takes over.
- Handlers can mix Auto and Draft delivery modes, but only when Mixed is selected in the Jason AI settings — the documentation calls this out for both reply handlers and re-engagement follow-ups.
- Each link source needs to be added individually.
- A re-engagement follow-up can be paused with its toggle without deleting it.
FAQ
Are AI-generated answers sent automatically?
Per handler: Auto sends immediately, Draft queues the reply for your review, and Stop & notify sends nothing and hands the conversation to the assigned rep. Whether Jason drafts or sends also depends on the AI Replies settings — select Mixed there when handlers use different modes.
What does Stop & notify do?
It pauses all further sending to the contact, flags the conversation, and notifies the assigned rep to take over; no AI response is generated or sent. It is meant for high-stakes question types such as legal review.
What are re-engagement follow-ups?
Messages Jason sends (or drafts) when a lead stops responding — a set number of days after the last reply, as an email or LinkedIn message that refers to the previous conversation. Several can be chained, for example one after 2 days and another after 5. See Process positive replies for the wider reply workflow.
What content can a knowledge base hold?
Text entered directly, links added individually, and PDF, DOC, or DOCX documents up to 100 MB per file. Other document file types are rejected.
How do I connect a knowledge base to a sequence?
Click New AI SDR Sequence right after creating the knowledge base, or select it from the library when setting up a new AI SDR sequence — see Build an AI SDR.
Related
- Offers · Playbook (Jason AI object)
- AI SDR · Reply management
- Reply detection · Reply classification
- Process positive replies
Build with Reply
- REST API: docs.reply.io — knowledge-base operations
- MCP: agents.reply.io/mcp — create knowledge bases, add sources, and configure reply handlers and re-engagement from an agent