What you can put in a knowledge base
- FAQs and company info
- Product details and pricing
- Policies, terms, and procedures
- Long service descriptions that don’t belong in the prompt
Set up a knowledge base
1
Create your knowledge base and upload files
Open Knowledge Base in the sidebar, click Create, and give it a clear name so you can recognize it later. Then drag in your documents: PDF, Word,
.txt, or .md. You can include up to 5 files per knowledge base, totalling roughly 1,500 pages.2
Attach it to your agent
In the agent builder, open the Tools panel and connect your knowledge base. From now on, the agent can search it whenever it’s helpful during a call.
Processing takes a few minutes after upload. Once it’s ready, the agent decides on its own when to search. No special trigger phrases are required, though you can use
@searchKnowledgeBase in your prompt for more control over when searches happen.Knowledge Base
Give your agent access to your own documents so it can answer questions using your specific information during calls.
Next Steps
Advanced: Voice Cloning
Clone a custom voice so your agent can sound exactly the way you want on every call.