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Overview

The Knowledge Base (KB) acts as the agent’s long-term memory. By connecting a data source, you enable the agent to answer specific questions about your pricing, return policies, and services without hallucinating.
Knowledge Base Settings

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Video Tutorial

Watch a step-by-step guide on how to upload documents and train your agent.

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Configuration Guide

Follow these steps to assign intelligence to your agent:
1

Select Data Source

Navigate to the Knowledge Base dropdown menu.
  • Existing KB: If you have already created a library, simply select it from the list to attach it to this agent.
  • Create New: Select + Create New KB to start a fresh training session.
2

Train Your Agent

If creating a new source, choose your training method below:
Best for internal documents, PDF brochures, and policy manuals.
  1. Upload: Drag and drop your files (PDF, DOCX, TXT) into the upload zone.
  2. Processing: Wait for the system to index the text.
  3. Save: Name your KB (e.g., “HR Policies 2026”) and click save.
3

Save & Test

Once attached, click Save Changes.
Pro Tip: After updating a Knowledge Base, always go to the Test Agent tab and ask a specific question (e.g., “What is your refund policy?”) to verify the new training is active.
Pricing Notice: Your first Knowledge Base is included for free. Creating additional specialized KBs may incur extra credit costs depending on your subscription plan.