The Knowledge Base allows your voice agent to access a large repository of knowledge, enabling it to answer client questions effectively without including all the information in the prompt. For example, it can be particularly useful for integrating Q&As or detailed documents.

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1. Access the Knowledge Bases Section

Go to the “Knowledge Bases” section, highlighted in red on the screenshot below.

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2. Create a Knowledge Base

Click on the black button labeled “Create a knowledge base” (highlighted in blue on the screenshot). Set up the Knowledge Base

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3. Add Documents to the Knowledge Base

  1. Once the new Knowledge Base is created, click on the “Add” button (highlighted in red on the screen below) within its section.
Add a Knowledge Base
  1. Upload the desired file by clicking on the area highlighted in blue on the screenshot. Accepted formats include PDF and TXT.
Upload your document in the Knowledge Base Section
  1. After uploading the documents, wait for the status to change to “added to index” (as shown in red on the screenshot). This confirms that the document is successfully added to the Knowledge Base and is ready for use.
Status 'Added to Index' to verify if your file has been uploaded
You can upload multiple documents to the same Knowledge Base.

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4. Using a Knowledge Base in Tasks

To enable your agent to consult the Knowledge Base, you need to configure it in the Tasks section.

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Step 1: Go to the Task Settings

Open the task where the agent may need to access the Knowledge Base.
Click on “Add a knowledge base” (highlighted in red on the screenshot below) and select the Knowledge Base you wish to associate. Add a Knowledge Base in the Task Section

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Define Usage Conditions in the Prompt

Specify in the prompt when the agent should consult the Knowledge Base.
For example:
“If you’re unsure about the procedure for handling a lost card, consult the ‘Q&A’ Knowledge Base.”