Knowledge Base
The Knowledge Base is where you store the information your AI agents rely on to make accurate decisions and provide relevant responses. By adding your company's documents, policies, and materials, you give Dynaris the context it needs to operate in line with your business.
Instead of generic answers, agents use your Knowledge Base to deliver responses that reflect your actual processes, offerings, and messaging.
What the Knowledge Base Does
The Knowledge Base enables Dynaris to:
- Answer questions using your internal documents
- Provide consistent responses across chat, voice, and automation
- Support lead qualification and customer interactions
- Guide workflows using your business rules and context
- Reduce manual lookup of documents and information
It acts as the reference layer that powers intelligent, context-aware behavior across all agents.
How It Works
When you upload a document, Dynaris processes it into a format that can be searched and understood by AI agents.
- Processing — The document is parsed and broken into smaller sections
- Vectorization — Each section is converted into a semantic representation of its meaning
- Storage — The processed data is stored in a searchable system
- Retrieval — When needed, agents search by meaning and retrieve the most relevant sections
This allows Dynaris to understand intent, not just keywords, and return accurate information even when phrasing differs.
Uploading Documents
You can upload documents directly from the Knowledge module in your dashboard.
Steps:
- Open the Knowledge section
- Click Upload or drag and drop files
- Supported formats include PDF, Word (.docx), text files, and similar formats
- Wait for processing to complete
Once processed, the document becomes available for all agents to use.
What to Upload
To get the best results, upload materials that define how your business operates.
Examples include:
- Sales playbooks and objection handling guides
- Product documentation and pricing details
- Company policies and internal procedures
- Training and onboarding materials
- Market research and industry insights
- Email, proposal, or communication templates
The more relevant and structured your content, the better your agents will perform.
Using the Knowledge Base
Agents automatically use the Knowledge Base when it is relevant to a request.
You can also query it directly through the AI Assistant.
Examples:
"What do we say about pricing objections?"
"Find the policy on data retention"
Dynaris will retrieve the most relevant information and present it clearly.
Google Drive Integration
If you connect Google Drive, you can sync documents directly into your Knowledge Base.
- Documents from Drive can be imported automatically
- Updates in Drive can be reflected in Dynaris
- This keeps your knowledge aligned with your source files
Managing Your Knowledge Base
From the Knowledge module, you can:
- View all uploaded documents
- Search across all content
- Remove outdated or unnecessary files
- Track when documents were last updated
This ensures your Knowledge Base remains accurate and relevant.
How It Connects With Other Features
The Knowledge Base is used across Dynaris:
- Chat Agent uses it to answer questions
- Voice Agents use it during phone conversations
- Workflows reference it for decision-making
- AI Agents use it for context in execution
It ensures consistency across all interactions and automation.
Best Practices
- Use focused, topic-specific documents instead of large mixed files
- Keep content updated as your business evolves
- Use clear and descriptive file names
- Remove outdated or incorrect documents
- Prioritize high-impact content such as sales and product information
What's Next
- Upload your core business documents
- Test responses using the AI Assistant
- Refine content based on real interactions
A well-maintained Knowledge Base significantly improves the accuracy, consistency, and effectiveness of your AI agents.