The Knowledge Base is a gated feature enabled per account. If you don’t see it, contact your administrator or service provider to request access.
Managing Knowledge Bases
Open the Knowledge Base manager with the Knowledgebase button on your agents list — available in both the Connect app and the Dashboard. From the manager you can:- Create a new Knowledge Base (each needs a unique name within your organization).
- Rename or delete an existing one. Deleting a Knowledge Base permanently removes all of its sources and indexed content.
- Open a Knowledge Base to manage its sources.
Adding Knowledge Sources
Select a Knowledge Base in the manager to add and manage its sources. You can add two kinds:| Source type | Details |
|---|---|
| Documents | PDF, DOCX, TXT, HTML, CSV, and Markdown files, up to 50 MB each. |
| Websites | Any page URL. The page is fetched and converted to agent-ready text. |
How Indexing Works
When you add a source, it goes through an automated ingestion pipeline:Content extraction
Text is extracted from the file or web page — including layout-aware extraction for PDFs, so tables and structure survive.
Chunking and embedding
The content is split into passages and converted into a searchable index optimized for voice conversations.
Assigning a Knowledge Base to an Agent
In the agent editor, pick the agent’s Knowledge Base from the Knowledge Base dropdown and turn on Enable RAG (live vector search on every call). Both are required: until a Knowledge Base is selected, RAG stays inactive even with the toggle on. Each agent answers from exactly one Knowledge Base, and any number of agents can share the same one. Selecting None detaches the agent without affecting the Knowledge Base or other agents using it.Using the Knowledge Base on Calls
Once an agent has a Knowledge Base assigned and RAG enabled:- On each caller turn, the agent searches the knowledge base and feeds the most relevant passages into its answer — the caller just hears a natural response.
- If a lookup takes a moment, the agent covers the pause naturally (for example, “One moment, let me check that for you.”) instead of leaving dead air.
- If nothing relevant is found, the agent says so rather than guessing — by default: “I don’t have that information, but I can connect you with someone who can help.”
Rewrite query before retrieval
An optional per-agent toggle. When on, the agent first rewrites the caller’s transcribed speech into a clean search query before searching. This improves results on conversational or garbled audio, at the cost of roughly 200–300 ms of extra latency per turn. Leave it off unless you notice retrieval missing obvious answers.Best Practices
- Prefer focused documents — a concise FAQ or price sheet retrieves better than a 200-page manual with three relevant paragraphs.
- Keep sources current — re-ingest documents after meaningful changes; the agent only knows what’s in the index.
- Pair with instructions — use Instructions for behavior and tone, and the Knowledge Base for facts. Don’t paste large reference content into instructions.
- Test with real questions — call your agent and ask questions the way customers would, then adjust your content where answers fall short.
