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Upload your FAQs, product docs, or policies as a knowledge base, and your agent can look things up live during a call instead of having to guess.

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.