Quick Start
Upload your files
Give your knowledge base a name and upload up to 5 files (PDF, Word, TXT, or Markdown)
Wait for processing
Your knowledge base will process your documents (usually takes less than a few minutes)
- What Can You Use It For?
- Supported File Types & Limits
- How It Works During a Call
- FAQs & company info — Upload your frequently asked questions so the agent handles common inquiries accurately
- Product details & pricing — Give the agent access to your catalog so it can answer specific product questions
- Policies & procedures — Upload return policies, terms of service, or internal procedures
- Service descriptions — Detailed descriptions of your services that are too long for the system prompt
- Any reference material — Anything you’d want a human employee to have on their desk while taking calls
- Best Practices
- Good to Know
Keep Documents FocusedA document about one topic works better than a massive document covering everything.
Use Clear HeadingsEspecially in
Be ExplicitWrite your documents the way you’d want someone to answer the phone. If the answer to “What are your hours?” is in your document, make sure it clearly says something like “Our opening hours are Monday–Friday, 9am–5pm”.
Update When Things ChangeIf your pricing, policies, or hours change, update the files in your knowledge base so the agent always has current information.
Use the Right FormatPDFs work great for existing documents; Markdown or plain text is ideal if you’re writing content specifically for the agent.
Use Clear HeadingsEspecially in
.md and .docx files, headings help telli break up the content into searchable sections.Be ExplicitWrite your documents the way you’d want someone to answer the phone. If the answer to “What are your hours?” is in your document, make sure it clearly says something like “Our opening hours are Monday–Friday, 9am–5pm”.
Update When Things ChangeIf your pricing, policies, or hours change, update the files in your knowledge base so the agent always has current information.
Use the Right FormatPDFs work great for existing documents; Markdown or plain text is ideal if you’re writing content specifically for the agent.