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Using the Knowledge Base for Your Voice Agent

The Knowledge Base lets your Voice Agent access detailed information during calls.

Adriana Świerczek avatar
Written by Adriana Świerczek
Updated over 2 weeks ago

✅ What is the Knowledge Base?

It’s a collection of content (text, documents, URLs) that the Voice Agent can use to generate accurate and relevant answers, without changing the prompt.


Typical use cases:

  • Customer support

  • FAQ and documentation

  • Technical help

  • Educational materials and training content

🔍 How It Works

  1. During a call, the agent automatically searches the Knowledge Base.

  2. It scans the call transcript and retrieves the most relevant fragments.

  3. These fragments (“chunks”) are passed as context to the AI model (LLM), which uses them to answer the caller accurately.

📁 Supported Source Types

You can upload:

  • 🔗 Web pages (URLs) – sync website content

  • 📄 Files (.pdf, .docx, .pptx, .txt, .xml, .xls, etc.)

  • ✍️ Manual text – custom pasted content (e.g., definitions, scripts, instructions)

✅ Tip: Use structured and readable formats like Markdown where possible.

Supported file formats:
.bmp, .csv, .doc(x), .eml, .epub, .heic, .html, .jpeg, .md, .msg, .odt, .org, .p7s, .pdf, .ppt(x), .rst, .rtf, .tiff, .txt, .tsv, .xls(x), .xml

⚠️ Limits

Type

Limit

URLs

max 500

Files

max 25 (each ≤ 50 MB)

Manual text entries

max 50

✅ Best Practices

  • Use clear paragraph structure and headers (Markdown works best)

  • Group related info into unified documents

  • Avoid vague terms like “this”, “that”, “the same” without clear context

  • Include specific names, numbers, models, and measurements

  • If a page contains too much unrelated information, copy only the needed text

💡 Example: How It Looks in the Panel

In the "AI Voice Agent" creation wizard, go to step 3 – Knowledge Base
There, you’ll see three options:

  • Add Web Pages

  • Upload Files

  • Add Text Manually

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