Knowledge Base
A Knowledge Base is a repository of documents and information that your agent can search during conversations. Instead of stuffing everything into a prompt, you upload content and let the agent retrieve what’s relevant when needed.
Location: Left Sidebar → Knowledge Base
Your Knowledge Bases
The Knowledge Base page shows all your KBs on the left. Click any KB to see its documents on the right.
Each document shows its status — completed means it’s ready for your agent to use.
Creating a Knowledge Base
Click the + button next to “Knowledge Base” to create a new one.
Click Create Knowledge Base to finish.
Adding Documents
Once your KB is created, click + Add Document to add content.
After uploading, documents are processed and indexed. Wait for completed status before expecting the agent to find the content.
Connecting to Your Agent
Once you have a Knowledge Base with content:
- Open your agent in the editor
- Go to Configuration Panel (right sidebar)
- Toggle Knowledge Base on
- Select your KB from the dropdown
The agent can now search this KB during conversations.
Tips
Keep content current
Outdated information leads to wrong answers. Review and update regularly — especially policies, pricing, and procedures.
Structure for search
Use clear headings and concise paragraphs. Q&A format works well because it matches how callers actually ask questions.
Quality over quantity
Focused, relevant content retrieves better than massive document dumps. Don’t upload everything — upload what matters.
Test after uploading
Ask your agent questions that should use the new content. Verify it finds and uses the right information.
