Knowledge Base Integration Guide

Knowledge Base allows your agent to access and utilize external documents and files, enabling it to reference specific information during conversations with users.

• Provide your agent with domain-specific knowledge
• Upload documents for reference during conversations
• Ensure accurate and consistent information delivery
• Reduce the need for manual information updates

• Go to your agent's edit page
• Select the 'Knowledge Base' tab
• Upload files or select from your existing library
• Files will be automatically processed and made available to your agent

Upload or select files from agent editor

• Go to Files page in your dashboard
• Upload files or select from your existing library
• Go to your agent's edit page
• Select the 'Knowledge Base' tab
• Attach files for the agent

Dashboard file upload

Link uploaded files to agent

• Click the 'Upload File' button in the Knowledge Base section
• Select documents from your computer (supported formats: PDF)
• Wait for processing to complete
• Newly uploaded files will appear in your file library

• The agent will automatically reference these documents when answering user queries
• Information from these files will be used to provide accurate and relevant responses
• The agent will cite specific documents when providing information from them

• Upload comprehensive documentation for best results
• Use descriptive filenames to easily identify content
• Organize information in clear, structured documents
• Regularly update your knowledge base with the latest information
• Attach only relevant files to each agent to maintain focus