Knowledge Base
The Knowledge Base is where you store documents and data that your AI agents can reference during conversations. By uploading your company's documentation, sales playbooks, product specs, and other materials, you give your agents the context they need to provide accurate, relevant responses.
How it works
When you upload a document to the Knowledge Base:
- Processing -- The document is parsed and split into searchable chunks
- Vectorization -- Each chunk is converted into an embedding (a mathematical representation of its meaning)
- Storage -- The vectors are stored in a searchable database
- Retrieval -- When an agent needs information, it searches the Knowledge Base by meaning, not just keywords
This means your agents can answer questions about your documents even when the exact phrasing differs from the original text.
Uploading documents
From the Knowledge tab in the data panel:
- Click Upload or drag and drop files
- Supported formats: PDF, Word documents (.docx), text files, and more
- The document is processed automatically (this may take a few moments for large files)
- Once processed, the document appears in your Knowledge Base list
What to upload
Upload materials that you want your agents to reference:
- Sales playbooks -- Objection handling, pitch scripts, competitive positioning
- Product documentation -- Feature descriptions, pricing details, technical specs
- Company policies -- HR policies, compliance guidelines, SOPs
- Training materials -- Onboarding guides, process documentation
- Research -- Market research, industry reports, competitive analyses
- Templates -- Email templates, proposal templates, contract templates
Searching the Knowledge Base
Your agents search the Knowledge Base automatically when it is relevant. You can also search manually:
"What does our sales playbook say about handling pricing objections?"
"Find the section in our compliance guide about data retention"
The search is semantic -- it understands the meaning of your query and returns the most relevant sections, even if the exact words do not match.
Google Drive integration
If you have Google Drive connected, you can sync documents directly from your Drive into the Knowledge Base. Changes to the source documents in Drive are reflected in your Knowledge Base.
Managing documents
From the Knowledge tab you can:
- View all uploaded documents
- Search across your entire Knowledge Base
- Delete documents you no longer need
- See when each document was last updated
Best practices
- Keep documents focused. Smaller, topic-specific documents work better than one massive file.
- Update regularly. When your processes or products change, update the Knowledge Base so agents have current information.
- Use descriptive file names. This helps both you and the agents identify the right document quickly.
- Remove outdated content. Old or incorrect documents can lead to agents giving inaccurate answers.