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A Knowledge Base is a repository of documents and information that your agent can search during conversations. Instead of stuffing everything into a prompt, you upload content and let the agent retrieve what’s relevant when needed. Location: Left Sidebar → Knowledge Base

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Your Knowledge Bases

The Knowledge Base page shows all your KBs on the left. Click any KB to see its documents on the right.
Knowledge Base page
Each document shows its status — completed means it’s ready for your agent to use.

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Creating a Knowledge Base

Click the + button next to “Knowledge Base” to create a new one.
Create Knowledge Base modal
FieldDescription
NameDescriptive name (max 40 characters)
DescriptionOptional notes about this KB (max 150 characters)
Click Create Knowledge Base to finish.

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Adding Documents

Once your KB is created, click + Add Document to add content.
Add Document dropdown
OptionWhat it does
Upload FileUpload PDFs and documents directly
Extract from URLPull content from a website by analyzing its sitemap
Add TextComing Soon — manually add text
After uploading, documents are processed and indexed. Wait for completed status before expecting the agent to find the content.

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Connecting to Your Agent

Once you have a Knowledge Base with content:
  1. Open your agent in the editor
  2. Go to Configuration Panel (right sidebar)
  3. Toggle Knowledge Base on
  4. Select your KB from the dropdown
The agent can now search this KB during conversations.

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Tips

Outdated information leads to wrong answers. Review and update regularly — especially policies, pricing, and procedures.
Focused, relevant content retrieves better than massive document dumps. Don’t upload everything — upload what matters.
Ask your agent questions that should use the new content. Verify it finds and uses the right information.

Variables

Dynamic values in conversations

API Calls

Connect to external services