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Add a Knowledge Base to Your AI Voice Agent

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.

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Your Knowledge Bases

Location: left sidebar → Configure → Knowledge Base

The Knowledge Base page shows all your KBs on the left. Click any KB to see its documents on the right.

Knowledge Base page
Knowledge Base with uploaded documents

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.

Create Knowledge Base modal
New Knowledge Base modal
FieldDescription
NameDescriptive name (max 40 characters)
DescriptionOptional notes about this KB (max 150 characters)

Click Create knowledge base to finish.

Adding Documents

Once your KB is created, click + Add Document to add content.

Add Document dropdown
Add Document options
OptionWhat it does
Upload FileUpload PDFs and documents directly
Extract from URLPull content from a website by analyzing its sitemap
Add TextComing Soon - manually add text

Extract from URL

Choose Extract from URL to pull in content from a website. It analyzes the site’s sitemap and pages and adds what it finds to the Knowledge Base.

Extract from URL dialog with URL, Title and Description fields
Extract from URL
FieldDescription
URLRequired. The website’s root URL, for example https://example.com
TitleOptional. A title for the document
DescriptionOptional. A brief description of the content

Click Extract to start.

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:

  1. Open your agent and go to Tools in its sidebar
  2. Under System tools, turn on Knowledge base
  3. In Configure Knowledge Base Search Function, pick your KB under Knowledge Base. Name and Description are filled in for you, and Filler Phrases (what the agent says while it searches) are optional
  4. Click Save Function
Configure Knowledge Base Search Function panel with Name, Description, Knowledge Base and Filler Phrases
Connecting a Knowledge Base under Tools → System tools

The agent can now search this KB during conversations.

Tips

Outdated information leads to wrong answers. Review and update regularly - especially policies, pricing, and procedures.

Focused, relevant content retrieves better than massive document dumps. Don’t upload everything - upload what matters.

Ask your agent questions that should use the new content. Verify it finds and uses the right information.

Agent tools tab

System tools like Knowledge base, End call and Transfer call