Add content to your agent's knowledge base

Your AI receptionist answers questions based on what you teach it. The knowledge base is where you add that content. You can upload documents, point it to your website, or type FAQ entries directly.

Open the knowledge base

1. From the sidebar under Build, click Receptionists.

2. Select your agent.

3. In the agent's Configure section, click Knowledge.

Add a document

1. Click Add to Knowledge Base in the Knowledge tab.

2. In the sheet that opens, stay on the Upload tab.

3. Drag a file onto the dropzone, or click to browse. Supported formats: PDF, Word documents, plain text.

4. The file uploads and is indexed automatically.

Scrape your website

1. Click Add to Knowledge Base, then select the Website tab.

2. Enter a public URL in the Website URL field.

3. Click Scrape website.

Your website must be publicly accessible. Pages behind a login cannot be scraped.

Add an FAQ entry

1. Click Add to Knowledge Base, then select the FAQ tab.

2. Fill in the Question and Answer fields.

3. Click Add FAQ entry.

Use FAQs for short answers: insurance accepted, parking, cancellation policy, and similar quick facts.

Storage limits

Your plan determines the maximum knowledge storage in MB. If you exceed the limit, uploads are blocked until you remove documents or upgrade.

What to expect

After a document is added, the agent starts using it on the next call. The call detail page shows knowledge citations so you can verify what the agent referenced.

Troubleshooting

Website scrape returns zero pages. The URL requires a login or blocks automated access. Copy the content manually and use Upload or FAQ instead.

Document shows 0 chunks. The file is likely a scanned PDF with no selectable text. Re-export as a text-based PDF and re-upload.

Old information is being cited. Open the three-dot menu on the document row, click Delete, then add the updated version.