Knowledge Tab
The Knowledge tab in the right panel is your AI knowledge base. Upload documents that your agents reference during every Email, Chat, and Voice interaction. One source of truth for your brand, playbook, and process.
What You See
- Document list -- All uploaded documents with processing status
- Upload area -- Drag and drop or click to add files
- Search -- Find documents by name or content
- Processing status -- Vectorization and indexing progress
What to Upload
- Sales playbooks -- Objection handling, pitch scripts
- Product docs -- Features, pricing, technical specs
- Company policies -- Compliance, SOPs
- Templates -- Email templates, proposals
- Research -- Market research, competitive analyses
How Knowledge Powers the Triumvirate
The Knowledge Base is shared across Email, Chat, and Voice. When the email agent drafts a reply, it pulls from your docs. When the chat agent answers a prospect question, it uses the same content. When the voice agent handles a call, it references the same playbook. One Knowledge Base, consistent responses on every channel.
Related
- Knowledge Base -- Full capabilities and best practices
- Dashboard Overview