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Overview

Knowledge bases allow your agents to access and reference custom documentation during conversations. By uploading files to a knowledge base, you can give your agents access to company-specific information, documentation, or any other content they need to provide accurate responses.

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Creating a Knowledge Base

1

Navigate to Knowledge Bases

Select Knowledge Bases from the left sidebar navigation menu.
2

Create new

Click the “New Knowledge Base” button in the top-right corner of the screen.
3

Name your knowledge base

Enter a name for your knowledge base in the provided input field.
4

Save

Click the “Save” button to create your knowledge base.

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Adding Documents

Once you’ve created a knowledge base, you can start adding documents:
1

Access your knowledge base

Click on the knowledge base name from the list to open it.
2

Upload files

  1. Click the “Upload” button in the top-left corner of the Files section
  2. In the Import File dialog that appears, click “Choose File” to select a file from your computer
  3. Click the “Upload” button to start the upload process
3

Monitor processing

After upload, your file will show a “Processing” status while it’s being indexed. Wait for this process to complete.

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Managing Files

  • File Status: Each file shows its current status (e.g., “Processing”)
  • Deleting Files: Use the “Delete” button next to each file to remove it from your knowledge base
  • Testing: Use the “Test” button in the top-right corner to verify your knowledge base is working correctly

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How It Works

When you upload files to a knowledge base:
  1. Documents are automatically processed and chunked into smaller segments
  2. These chunks are embedded and stored in a vector database
  3. During conversations, when your agent queries the knowledge base, we use Retrieval Augmented Generation (RAG) to:
    • Find the most relevant document chunks for the query
    • Generate an accurate answer based on the retrieved information
    • Return this contextualized response to your agent

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Supported File Types

Currently, knowledge bases support PDF (.pdf) files only. Make sure your PDFs contain readable text - scanned documents should be processed with OCR before uploading.

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Using Knowledge Bases

To enable your agent to use a knowledge base, you’ll need to create a Knowledge Base function. See our Function Calling guide for detailed instructions.

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Best Practices

  • Upload focused, relevant content to improve retrieval accuracy
  • Break down large documents into topic-specific files
  • Regularly update your knowledge base to ensure information stays current
  • Test the knowledge base functionality after adding new documents

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Troubleshooting

If you encounter issues with your knowledge base:
  • File Processing: If a file stays in “Processing” status for too long, try deleting and re-uploading it
  • File Format: Ensure your files are PDFs with readable text content
  • File Access: Verify that the text in your PDFs is selectable/copyable before uploading
For additional help or if you encounter persistent issues, contact our support team through the dashboard.