Knowledge Base Overview [beta] 📚

The Knowledge Base feature allows your AI agents to access custom information you provide, making them more knowledgeable about your business, products, services, and policies. By uploading documents, your agents can reference this information during conversations to provide more accurate and helpful responses.

💡 Beta Feature: The Knowledge Base is currently in beta and not publicly available. Some functionality may change before full release.

Add Documents to a Knowledge Base 📄

To enhance your agent's knowledge:

1. Navigate to the AI Agent's edit page
2. Select the "Knowledge Base" tab in the sidebar
3. Click the "Add Document" button
4. Upload your document (supported formats: PDF, DOCX, TXT)
5. Add a title and description to help organize your knowledge base
6. Click "Upload" to process the document
7. The system will automatically process and index the document for your agent

💡 Note: Larger documents may take longer to process. You'll receive a notification when processing is complete.

Delete a Document 🗑️

To remove a document from your agent's knowledge:

1. Navigate to the "Knowledge Base" section
2. Locate the document you want to remove
3. Click the "Delete" button (trash icon)
4. Confirm deletion when prompted
5. The document will be permanently removed from your agent's knowledge

⚠️ Warning: Deleting a document is permanent and cannot be undone. Your agent will no longer have access to this information.

Knowledge Base Best Practices ⭐

For optimal results:

• Upload concise, well-structured documents
• Images in the documents are not supported
• OCR is not supported for documents
• Use descriptive titles and descriptions
• Break large documents into smaller, topic-focused files
• Regularly review and update your knowledge base
• Test your agent after adding new documents to ensure proper understanding

💡 Tip: The more relevant and clear your documents are, the better your agent will be able to utilize this information during conversations.