Purpose

A knowledge base (KB) grounds the voice agent in your business — products, policies, scripts, and FAQs — using live RAG during calls so answers stay on-brand instead of generic.

What you see

The top row summarises Knowledge bases, Documents, Total chunks, and Status (Active when indexed). The left pane lists your KBs; the right pane shows documents for the selected KB.

• Search knowledge bases by name
• + New knowledge base / + New KB to create another base
• Status badge (Active) and indexed doc / chunk counts
• Documents via File, URL, or AI
• Drag & drop upload — PDF, TXT, Markdown, CSV (max 16 MB)
• Per-file size, chunk count, Indexed status, and delete

Typical workflow

Create a knowledge base, upload sources, wait until docs show Indexed, then attach the KB on an Agent.

• Click + New knowledge base and enter a name (e.g. Sales FAQ)
• Documents are uploaded after creation
• Add files (PDF/TXT/MD/CSV), a URL, or use AI assist
• Confirm docs move to Indexed and chunk counts appear
• Refresh if needed, then attach the KB on the Agent screen

Best practices

Write short, clear answers the way an agent should speak on a call. Avoid huge undifferentiated dumps. Update the KB when offers or hours change, then re-upload or refresh so indexing stays current.