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Setting Up Knowledge Bases

Learn how to create and manage knowledge bases that organize your documents and make them available to your agents.

Creating a Knowledge Base

Section titled “Creating a Knowledge Base”
  1. Navigate to Admin Console → Knowledge Base
  2. Click “Add Knowledge Base”
  3. Enter a descriptive name (e.g., “company-policies”, “technical-docs”)
  4. Click “Create”

Organization Examples

Section titled “Organization Examples”

Structure by department or function:

  • hr-policies - Employee handbook, benefits
  • engineering-docs - Technical documentation, APIs
  • customer-support - FAQs, troubleshooting guides

Uploading Documents

Section titled “Uploading Documents”

Supported Formats

Section titled “Supported Formats”
  • PDF (.pdf), Text (.txt), CSV (.csv), SRT (.srt)
  • Maximum size: 50MB per file

Upload Methods

Section titled “Upload Methods”
  1. Expand your knowledge base (click the header)
  2. Drag & drop files onto the upload area, or click “Select Files”
  3. Monitor progress - files show as Processing → Success/Error

Adding Text Manually

Section titled “Adding Text Manually”

For quick content without files:

  1. Click “Add Text” in the expanded knowledge base
  2. Enter content in the text area
  3. Click “Upload”

Managing Documents

Section titled “Managing Documents”

Search and Organization

Section titled “Search and Organization”
  • Search bar - Find documents by filename or author
  • Document table - Shows name, author, status, date
  • Delete documents - Click trash icon in Actions column
  • Delete knowledge base - Click trash icon in header (⚠️ permanent)

Best Practices

Section titled “Best Practices”
  • Group related content - Keep similar documents together
  • Use descriptive names - employee-benefits-2024.pdf not document1.pdf
  • Keep content current - Replace outdated versions regularly
  • Plan agent access - Match knowledge bases to agent roles

Troubleshooting

Section titled “Troubleshooting”

Upload failures:

  • Check file size (under 50MB) and format (PDF, TXT, CSV, SRT)
  • Verify file isn’t corrupted by opening locally

Content not searchable:

  • Ensure file shows “Success” status
  • Verify agent has searchKnowledgeBase tool enabled
  • Confirm knowledge base is assigned to agent

Connecting to Agents

Section titled “Connecting to Agents”
  1. Go to Agents → Select your agent → Knowledge Base section
  2. Enable specific knowledge bases or Enable all
  3. Save changes

Test by asking your agent questions about your uploaded content!