Documentation

Knowledge Base

A knowledge base lets your agent answer questions from your own content — product sheets, policies, price lists, FAQs — instead of guessing. Upload a document once, attach it to any agent, and the agent will ground its answers in that content during calls.

How it works

Uploaded documents are indexed for retrieval. When a caller asks something covered by your files, the agent retrieves the most relevant passages and uses them to craft an accurate, on-brand answer. This reduces hallucinations and keeps responses consistent with your official information.

Add knowledge to an agent

1

Upload a document

In the dashboard, open Knowledge Base and upload a PDF. Via the API, base64-encode the file and call POST /api/v1/knowledge_base/create.
2

Attach it to an agent

Attach one or more files to an agent with POST /api/v1/knowledge_base/attach. Add an optional when_to_use note to tell the agent when this content is relevant.
3

Test and iterate

Run a test call and ask questions your document should cover. Detach or delete files any time with the Knowledge Base API.

Best practices

  • Keep documents focused — one clear topic per file retrieves better than a large mixed dump.
  • Use clear headings and short paragraphs so relevant passages are easy to match.
  • Keep pricing and policy files up to date; the agent will speak whatever the file says.
  • Use when_to_use to disambiguate when several files are attached.

Reference: Knowledge Base API