Knowledge Base

Train Your AI With Your Data

Upload documents and let your AI agent learn from your company's knowledge. Provide accurate, contextual responses based on your own content.

Knowledge Base Interface

What is a Knowledge Base?

A Knowledge Base is a collection of documents that your AI agent uses to answer questions accurately. Instead of generic responses, your agent provides information specific to your business.

Your Documents

Upload PDFs, Word docs, text files, and more

Smart Search

AI finds relevant info from your documents instantly

Accurate Answers

Responses based on your actual content, not guesses

Secure & Private

Your data is encrypted and never shared

How It Works

Get your AI agent trained with your knowledge in just a few steps.

1

Upload Documents

Add your PDFs, Word docs, text files, or paste content directly.

2

AI Processes

Our AI reads, understands, and indexes your content automatically.

3

Connect to Agent

Link your knowledge base to any AI agent you create.

4

Ready to Use

Your agent now answers questions using your knowledge.

Guide

Create a Knowledge Base

Follow these steps to create and populate your knowledge base with documents.

1

Create New Knowledge Base

Navigate to the Knowledge Base section and click "Create New". Give your knowledge base a descriptive name like "Product FAQ" or "Support Docs".

  • Use descriptive names for easy identification
  • Create separate KBs for different topics
Create new knowledge base
2

Upload Your Documents

Drag and drop files or click to browse. You can upload multiple files at once. Supported formats include PDF, DOCX, TXT, MD, CSV, and more.

  • Upload multiple files at once
  • Max file size: 10MB per file
  • Processing takes a few seconds
Upload documents
3

Connect to Your Agent

When creating or editing an AI agent, select your knowledge base from the dropdown. Your agent will now use this knowledge to answer questions.

  • One agent can use multiple KBs
  • One KB can be used by multiple agents
  • Changes to KB reflect immediately
Connect knowledge base to agent

Supported File Types

Upload a variety of document formats. We extract and process the content automatically.

Documents

PDF .pdf
DOC .docx, .doc
TXT .txt
MD .md, .markdown

Data Files

CSV .csv
JSON .json
XLS .xlsx, .xls

Web Content

HTML .html, .htm
URL Web URLs

Other

RTF .rtf
TEXT Plain text paste

Maximum File Size

Each file can be up to 10MB. For larger documents, consider splitting them into smaller files or contact support for enterprise options.

Knowledge Base Limits by Plan

Each plan includes different knowledge base storage and document limits.

Plan Knowledge Bases Documents per KB Total Storage
Free 1 5 10 MB Get Started
Basic 3 25 100 MB Choose Basic
Pro Popular 10 100 500 MB Choose Pro
Scale 25 500 2 GB Choose Scale
Enterprise Unlimited Unlimited Custom Contact Sales

Best Practices

Get the most out of your knowledge base with these recommendations.

Do: Keep Content Up to Date

Regularly update your knowledge base when information changes. Outdated info leads to wrong answers.

Do: Use Clear, Structured Content

Well-organized documents with headings and bullet points work best for AI extraction.

Do: Organize by Topic

Create separate knowledge bases for different topics (e.g., "Product Info", "Policies", "FAQ").

Do: Include Q&A Format

Documents in question-and-answer format help AI understand common queries.

Don't: Upload Scanned Images

PDFs with scanned images of text don't work well. Use searchable/text-based PDFs.

Don't: Include Sensitive Data

Avoid uploading confidential or personal data unless necessary for the agent's function.

Don't: Overload with Irrelevant Info

Too much unrelated content can confuse the AI. Keep content focused and relevant.

Don't: Duplicate Content

Avoid uploading the same information multiple times. It wastes storage and can cause inconsistencies.

Common Use Cases

See how businesses use knowledge bases to power their AI agents.

Customer Support FAQ

Upload your support documentation and let AI answer common questions instantly.

Product Information

Help customers learn about your products, features, and specifications.

Policy Documents

Upload company policies, terms, and procedures for accurate policy-related answers.

Training Materials

Create an internal assistant that helps employees find training resources.

Appointment Scheduling

Include service details, availability, and pricing for booking assistance.

Multilingual Support

Upload translated documents to serve customers in multiple languages.

Frequently Asked Questions

Most documents are processed within seconds to a few minutes, depending on size. Large PDFs or complex documents may take slightly longer. You'll see a progress indicator during processing.
Yes! You can delete old documents and upload new versions anytime. The knowledge base will automatically use the latest content. Changes take effect immediately.
Absolutely. All documents are encrypted at rest and in transit. Your data is stored securely and never shared with third parties. We comply with industry-standard security practices.
Yes, you can connect multiple knowledge bases to a single agent. The AI will search across all connected KBs to find the most relevant information for each query.
If the knowledge base doesn't contain relevant information, the AI will acknowledge that it doesn't have that specific information and can offer to help in other ways or transfer to a human agent.