Knowledge Base
Equip your agents with custom knowledge to provide accurate, context-specific responses.
What is a Knowledge Base?
A knowledge base is a collection of documents, FAQs, and other information that your agents can reference during conversations. When a user asks a question, your agent can search the knowledge base to find relevant information and provide accurate responses.
Adding Knowledge
Supported Formats
Upload content in various formats:
- Text files (.txt)
- PDF documents (.pdf)
- Word documents (.docx)
- Markdown files (.md)
- Web pages (via URL)
Upload Process
- Navigate to Knowledge Base in your dashboard
- Click Upload Document
- Select your files or enter a URL
- Wait for processing to complete
- Your agents can now access this information
Organizing Knowledge
Categories
Organize your knowledge into categories for better management:
- Product Information
- FAQs
- Policies
- Troubleshooting Guides
Tags
Use tags to make content easier to find:
- By topic
- By product line
- By department
- By priority
How Agents Use Knowledge
When a user asks a question, your agent:
- Understands the user’s intent
- Searches the knowledge base for relevant information
- Formulates a natural response using the found information
- Delivers the response to the user
This happens automatically in real-time during conversations.
Best Practices
Content Quality
- Be Specific: Include detailed, accurate information
- Stay Updated: Regularly update your knowledge base
- Use Clear Language: Write in a way that’s easy for AI to understand and relay
Organization
- Logical Structure: Group related information together
- Consistent Format: Use a consistent format across documents
- Avoid Duplication: Remove or consolidate duplicate information
Testing
- Verify Responses: Test that agents can find and use information correctly
- Edge Cases: Include information about edge cases and exceptions
- Update Based on Calls: Add information about topics users frequently ask about
Advanced Features
Knowledge Priority
Set priority levels for different pieces of knowledge to ensure critical information is surfaced first.
Version Control
Track changes to your knowledge base over time and roll back if needed.
Multi-language Support
Add knowledge in multiple languages to support international users.