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A knowledge base lets the agent answer questions from your own content, such as FAQs, product docs, policies, or your website. You add content once in the Knowledge Base module, then assign it to any agent.

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Add content

1

Open Knowledge Base

In the dashboard sidebar, open Knowledge Base and select Add source.
2

Choose a source type

Add a source dialog with Upload a file, Paste text, and Scrape a website options and a folder selector
3

Choose a folder (optional)

Use Select folder to put the source in a folder, or create one with Add new folder. Folders make it easy to assign related content together.
4

Add

Select Add source. The source is processed, and its status changes to Ready when the agent can use it.
Short, focused documents work best. Split long manuals into topics, and keep each source about one subject.

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Assign it to your agent

1

Open the agent's Knowledge Base

In the agent builder, open the Pipeline tab and select Knowledge Base.
2

Assign sources

Hover over a folder or source and select Assign. Assigning a folder attaches everything inside it. Search, filter by Type (Folders, Website, Files, or Text), or show only Unassigned sources to find what you need.
Knowledge Base panel in the agent builder, with a website source and its Assign button
3

Commit and deploy

Assignments are saved to the draft. Commit and deploy to use them in live calls.
To remove a source from the agent, select Unassign.

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Check that it works

Run a test call and ask a question your content answers. The transcript shows which knowledge chunks the agent retrieved for each turn. The Knowledge Base module also helps you improve your content over time:
  • Gaps: questions the agent couldn’t answer from your content.
  • Retrieval logs: which content was retrieved for each question.
  • Ask: try a question against your knowledge base directly.