Add Knowledge Base
The Knowledge Base gives your assistant reference material that it can use during calls, such as product details, pricing, policies, FAQs, or anything else specific to your business apart from the general goal you've defined.
Adding a KB helps you assistant answer specific customer questions accurately instead of going off-script. Without a KB, your assistant relies only on its goal and conversation flow.
Adding a KB
You can upload content in one of two formats:
| Type | Best for | Max size |
|---|---|---|
| Text | Scripts, FAQs, product descriptions, policy notes | 10 MB |
| CSV | Product catalogs, pricing tables, answer lookup tables | 10 MB |
For CSV files, you'll see a preview of the extracted content before confirming, so you can check it's been read correctly.
What to include
Add anything your assistant might need to reference that isn't already covered in its goal. Good candidates: product or service descriptions and pricing, answers to common objections, refund or cancellation policies, and terms customers frequently ask about. The more specific and accurate this content, the more confidently your assistant handles unexpected questions.
Next: Test & Publish
Test your assistant and make it live.