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The knowledge base is where you store the information your AI agents draw on when answering calls. When a caller asks about your services, prices, hours, or policies, the agent searches your knowledge base and uses that content to respond accurately.

Folders

Documents are organized into folders. You can create multiple folders and assign different folders to different agents. For example, you might have a “General Info” folder shared across all agents and a “Sales Offers” folder assigned only to your outbound agent. A Default folder is created automatically when you sign up. Agents created from templates are linked to your default folder.

Document types

When adding a document to a folder, choose from three types:

Add a document

1

Open Knowledge Base

Go to Dashboard → Knowledge Base.
2

Select a folder

Click the folder you want to add the document to. To create a new folder first, click New Folder, enter a name, and save.
3

Choose the document type

Click Add Document and select URL, File, or Text.
4

Add the content

  • URL — paste the full web address (e.g. https://yourbusiness.com/services) and click Import
  • File — drag and drop or browse to upload your PDF or document
  • Text — enter a title, then type or paste the content into the editor
5

Save

Click Save. The document is available to any agent linked to that folder immediately.

Best practices

Structure your knowledge base around the questions callers actually ask. A well-organized knowledge base leads to more accurate, confident answers. Services and pricing List each service with its price or price range. Be specific — vague answers frustrate callers.
FAQs Write your most common questions and answers in a simple Q&A format. Include one question and one answer per block.
Business hours State your hours clearly. Include after-hours coverage if your AI agent handles calls outside business hours.
Cancellation and deposit policies

Example: plumbing business

Here is a complete example knowledge base for a plumbing business. Services and prices
FAQs
Keep each document focused on one topic. An agent retrieves the most relevant documents for each question — short, focused documents tend to produce better answers than long, mixed ones.