How to train your agent with a Knowledge Base

The Knowledge Base holds the facts your agent uses to answer: opening hours, prices, policies, product details. Your prompt says how the agent behaves; the Knowledge Base says what it knows. In this guide, you'll add knowledge in three ways.

Step 1: Open the Knowledge Base

In the left menu, open Agents and select your agent. In the tabs at the top of the agent, open Knowledge. You'll see three ways to add knowledge: Custom Text, Q&A Pairs and File Upload. Use one or combine them.

Step 2: Add custom text

Select Custom Text and write or paste the information in the box. Plain text and markdown both work as formats. Under the box, a counter shows how many characters you've added.

Step 3: Add questions and answers

Select Q&A Pairs and click Add. Write a question the way your customers ask it, and the answer your agent should give. Click Add again for each new pair. To remove one, click the X on its card.

Step 4: Upload files

Select File Upload. Drag your files into the box, or click it to choose them from your computer.

• Formats: PDF, DOCX, TXT and CSV.

• Limits: up to 10 files, 10 MB per file, and 20 MB in total.

Each file appears under Uploaded files as Pending until you save. The counter shows how many files and megabytes you've used. To remove a file, click its X.

Step 5: Save your changes

Click Update below the Knowledge Base. The button appears as soon as you change something.

Done

Your agent is able to answer with the information you added. Test it with questions your customers ask, and add any fact if it's missing.