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    Knowledge Base Integration Guide

    Learn how to provide your agent with domain-specific knowledge using document-based references.

    1. Overview

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

    2. Key Benefits

  1. Provide your agent with domain-specific knowledge
  2. Upload documents for reference during conversations
  3. Ensure accurate and consistent information delivery
  4. Reduce the need for manual information updates
  5. 3. Setup Option 1: From Agent Configuration

  6. Go to your agent's edit page
  7. Select the 'Knowledge Base' tab
  8. Upload files or select from your existing library
  9. Files will be automatically processed and made available to your agent
  10. Upload or select files from agent editor

    Agent knowledge base upload

    4. Setup Option 2: From Main Dashboard

  11. Go to Files page in your dashboard
  12. Upload files or select from your existing library
  13. Go to your agent's edit page
  14. Select the 'Knowledge Base' tab
  15. Attach files for the agent
  16. Dashboard file upload

    Upload from dashboard

    Link uploaded files to agent

    Attach files to agent

    5. Configuration Guide - Uploading Files

  17. Click the 'Upload File' button in the Knowledge Base section
  18. Select documents from your computer (supported formats: PDF)
  19. Wait for processing to complete
  20. Newly uploaded files will appear in your file library
  21. 6. Using With Your Agent

  22. The agent will automatically reference these documents when answering user queries
  23. Information from these files will be used to provide accurate and relevant responses
  24. The agent will cite specific documents when providing information from them
  25. 7. Pro Tips

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