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A Knowledge Base organizes the content that the agent queries in real time during conversations. Each base is independent and can contain multiple sources: documents, Q&As, website pages, and YouTube video transcripts. The same base can be connected to different agents, and an agent can use multiple bases simultaneously.

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Step 1 — Access the Knowledge Module

  1. In the sidebar, click Knowledge (or Knowledge Bases).
  2. The screen displays all existing bases in the workspace, organized by creation date.

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Step 2 — Define the Base

Click + New base in the upper right corner. A creation form will appear with two fields:
  • Name — internal identifier for the base. Choose something descriptive that indicates the purpose: “Product FAQ”, “Return Policies”, “2025 Service Catalog”.
  • Workspace — if the account has multiple workspaces, select which workspace this base belongs to. The base will only be visible to agents in that workspace.

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Step 3 — Add Items

With the base created, add your information sources. The base supports four content types that can coexist in the same base:

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Text and Documents

Upload PDF or text files directly through the interface.
  • The processor automatically extracts text from the file
  • Content is split into chunks of ~4,000 characters with an overlap of ~400 characters
  • Each chunk is vectorized and stored for semantic search

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PDF

PDFs with structured content — manuals, policies, catalogs — are processed the same way as text documents.
  • PDFs with scanned content (scanned images) are not supported — the extractor requires selectable text
  • Maximum file size is 50 MB
  • The status changes from Processing to Indexed when vectorization is complete

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Step 4 — Indexing and status

After adding a source, content goes through the asynchronous processing pipeline. Track the status on the base screen:

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Step 5 — Update or Manage

After the initial creation, the base can be maintained in three ways:
  • Add new sources — click + Add inside the base to include new documents, Q&As, URLs, or videos without removing existing content.
  • Edit Q&As — question-and-answer pairs can be edited directly through the interface. Re-indexing occurs automatically after saving.
  • Remove outdated content — delete documents or Q&As that are no longer valid. Deleted content stops appearing in searches immediately.

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Tip

Start with manual Q&As for the 10 to 20 most frequent topics. They are indexed instantly — no asynchronous pipeline — and have high precision because you control exactly what the agent will retrieve. Then supplement with documents for extensive, contextual content.