Knowledge Base

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Knowledge bases let agents retrieve facts from uploaded documents during a conversation. Use them for product FAQs, policy documents, pricing details, SOPs, eligibility rules, or support playbooks.

Common uses

  • Answer customer questions using approved content
  • Keep prompts short while giving agents access to deep context
  • Update business facts without rewriting agent instructions
  • Test retrieval quality before assigning a knowledge base to production agents

Operational notes

  • Keep documents concise and up to date.
  • Use clear headings and direct answers for best retrieval quality.
  • Test expected user questions before going live.
  • Avoid uploading secrets or data that should not be spoken to callers.