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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.

Updated over 2 weeks ago

Quick Start β€” Connect in 4 Steps

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

  1. Open your agent β†’ Configure tab β†’ Knowledge Base section β†’ click Configure

  2. Check the box next to the folder you want to connect

  3. Click Save Changes

Done. The agent can now reference your knowledge base on every call.


Why You Need to Connect It

Creating a knowledge base folder does not automatically make it available to your agents. You must connect it explicitly. This means you control exactly which agents have access to which content.

For example: a company with three agents β€” HVAC, Plumbing, and General Enquiries β€” can give each agent access only to the knowledge base relevant to their purpose.


How to Connect

  1. Open the agent you want to connect the knowledge base to.

  2. Click the Configure tab.

  3. Scroll down to the Knowledge Base section.

  4. Click the Configure button.

  5. In the Configure knowledge bases modal, check the box next to each folder you want this agent to use.

  6. Click Save Changes.


After Connecting

The connected knowledge base appears as a card in the Knowledge Base section of the Configure tab. Click Remove on the card to disconnect it.

You can connect multiple knowledge bases to one agent. You can also share the same knowledge base across multiple agents β€” updates to the content automatically apply to all connected agents.

πŸ’‘ Best practice: Keep knowledge bases focused on one topic or agent purpose. After connecting, always run a test call from the Overview tab to verify the agent is using the content correctly.


Common Issues

The Configure button is not visible

Scroll down in the Configure tab β€” the Knowledge Base section is below the Actions section.

My folder is not showing in the modal

The folder may still be processing uploaded content. Check the Knowledge section and verify all items show a Processed status badge before connecting.

The agent is not answering questions from the knowledge base

After connecting, go back to your prompt and add an instruction like: "Use the knowledge base to answer any questions about our services, hours, and policies." The agent needs to be told explicitly when to reference it.


Related Articles

  • How to Create a Knowledge Base and Add Content

  • How to Define Your AI Agent's Behaviour Through the Prompt

  • Understanding the Agent Overview Tab and Test Your Agent Panel

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