Knowledge Base

The Knowledge Base lets you upload documents that your agent can search and reference during a conversation. Instead of writing all product information, policies, or FAQs directly into a prompt, you upload them here and the agent pulls relevant information on demand.

Adding Documents

Go to Workspace → Knowledge Base and upload your document. Supported formats include PDF, TXT, and DOCX. Once uploaded, the document is processed and made available for agents to reference.

Using Knowledge Base in Nodes

Knowledge Base Documents can be attached in two nodes — Start Call and Agent Node. These are the only nodes that have this option. Open the node settings, scroll to Knowledge Base Documents, and select the documents you want the agent to reference at that step. You can attach different documents to different Agent Nodes depending on what information is relevant at each stage of the call.

In your node prompt, tell the agent exactly when to use the Knowledge Base and how to respond from it. For example:

If the caller asks about pricing or features, search the Knowledge Base first.
Give a clear and specific answer based on what you find.
If the information is not available in the Knowledge Base, tell the caller you
do not have that detail and offer to have someone follow up.

You can also add this instruction to the Global Node so it applies across the entire call — the agent will always check the Knowledge Base before answering and handle missing information consistently.

⌘I

Getting Started

Workspace

Operations

Analytics

Configuration

Adding Documents

Using Knowledge Base in Nodes

​Adding Documents

​Using Knowledge Base in Nodes

Adding Documents

Using Knowledge Base in Nodes