Knowledge Base
Knowledge lives on the agent. Paste notes or upload a document on the agent's Knowledge Base tab and the agent can use that content on every call. There is no separate library or attach step.
How it works
The text is written into this agent's instructions. On a call the agent answers from that content. Each agent has its own knowledge, with a shared character budget shown on the tab.
Add knowledge
1
Open the agent
In the dashboard, open the agent and choose Knowledge Base.
2
Upload or paste
Drop a DOCX, PPTX, XLSX, CSV, TXT, MD, or HTML file, or paste FAQs and policies. PDF is not supported yet. Via the API, call
POST /api/agents/AGENT_ID/knowledge_base/file or POST /api/agents/AGENT_ID/knowledge_base/text.3
Test the call
Ask a question the document covers. Remove an entry any time from the list, or with
DELETE /api/agents/AGENT_ID/knowledge_base/KB_ID.Best practices
- Keep each file on one topic so the agent can find the right passage.
- Use clear headings and short paragraphs.
- Update pricing and policy text when it changes. The agent says what is stored.
- For facts that change every day, turn on web search instead of pasting a snapshot.
Reference: Knowledge Base API