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Connecting a Knowledge Base
Learn More
Configuration Panel
Knowledge Base
Give your agent access to reference documents.
A Knowledge Base lets your agent search and retrieve information during conversations — product details, policies, FAQs, anything too detailed for the prompt itself.
Location:
Configuration Panel (right sidebar) → Knowledge Base toggle
Connecting a Knowledge Base
Toggle
Knowledge Base
ON
Select a KB from the dropdown
That’s it. The agent automatically searches the KB when callers ask questions that need it.
You need to create a Knowledge Base first before you can attach it here.
Learn More
Knowledge Base
Creating KBs, uploading documents, and best practices
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