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How to Connect a Knowledge Base to an Agent

Link your knowledge base folders to a specific agent so it can reference your content during calls.

Quick Start β€” Connect in 4 Steps

πŸš€ Already created a knowledge base? Connect it here.

  1. Open your agent β†’ click the Configure tab

  2. Scroll to the Knowledge Base section

  3. Click Connect Knowledge Base β†’ select the knowledge base you created

  4. Click Save Changes

The agent can now use your knowledge base to answer caller questions.


Why You Need to Connect the Knowledge Base

Creating a knowledge base does not automatically make it available to an agent. Each agent has its own knowledge base connection β€” you choose which knowledge base (or bases) each agent can access. This lets you use different knowledge bases for different agents, or share one knowledge base across multiple agents.


How to Connect a Knowledge Base

  1. Open the agent you want to configure.

  2. Click the Configure tab in the top navigation.

  3. Scroll down to the Knowledge Base section.

  4. Click Connect Knowledge Base.

  5. Select one or more knowledge bases from the list.

  6. Click Save Changes.

The connected knowledge base now appears in the Knowledge Base section of the Configure tab. The agent will use its content on all subsequent calls.


Connecting Multiple Knowledge Bases

You can connect more than one knowledge base to a single agent. The agent will search across all connected knowledge bases when answering questions. This is useful if you have separate knowledge bases for different topics (e.g. one for pricing, one for services).

⚠️ Keep knowledge bases focused. Connecting too many knowledge bases with overlapping content can cause the agent to return inconsistent answers. One well-structured knowledge base is usually better than three loosely organised ones.


Disconnecting a Knowledge Base

To remove a knowledge base from an agent, click the X next to its name in the Knowledge Base section, then click Save Changes. The knowledge base itself is not deleted β€” it remains in your account and can be reconnected at any time.


Common Issues

The agent is not using the knowledge base

Confirm the knowledge base is connected in the Configure tab. Also check that the content you added has finished processing β€” files and URLs may take a few minutes before they are available.

The agent gives wrong answers even though the knowledge base has the right content

Check how the content is structured. Q&A pairs using natural caller language give the most accurate results. Vague text blocks may not match what callers ask. Review the call log and add specific Q&A entries for the questions that were answered incorrectly.

The knowledge base I created is not showing in the list

Refresh the page. If it still does not appear, check that you saved the knowledge base after creating it.


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