Knowledge Base

Upload documents your agent references during calls. PDFs, Word docs, text files, or pasted content.

Supported formats

• PDF — text based, not scanned images.
• TXT and MD.
• DOCX.
• Pasted text up to 50,000 characters.

Upload process

Drag and drop or click to upload. Processing takes 10 to 60 seconds depending on size, and status moves from Processing to Active.

Linking to an agent

In the Creator, open your agent. Under Knowledge Base, select the document from the dropdown. The agent now references it during conversations.

Updating documents

Upload a new version with the same name. The agent automatically uses the latest version and old versions are archived.

Best practices

• Keep documents under 50 pages for faster processing.
• Use clear headings — the agent uses these for search.
• Remove sensitive info such as SSNs and credit cards before upload.
• One document per topic: Services, Pricing, FAQ.