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Knowledge Bases let you store and manage documents that your voice agents can reference during calls. They provide long-form, factual, or structured information that the agent can retrieve when answering questions. This page covers how to create, manage, and configure organization-level knowledge bases.

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Overview

The Knowledge Bases page lists all knowledge bases created at the organization level. For each knowledge base, you can:
  • Edit its basic settings
  • Upload and manage documents
  • Delete it if no longer needed
Knowledge bases can be shared with all projects or restricted to specific projects within the organization.

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Creating a Knowledge Base

Selecting Create Knowledge Base opens the creation menu. You can configure:
  • Name: A required name for the knowledge base.
  • Description: Optional text describing what type of information the knowledge base contains.
  • Project Access: Controls which projects can use this knowledge base:
    • All Projects: available to every project in the organization
    • Selected Projects Only: restrict availability to specific projects
After saving, the new knowledge base appears in the organization’s knowledge base list.

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Uploading Documents

Clicking the upload icon on a knowledge base opens the Documents page. Here, you can:
  • Upload new documents
  • View the list of uploaded files
  • Remove files as needed
Supported file types include common structured and unstructured formats such as CSV, PDF, DOCX, PPTX, TXT, MD, and Excel formats.

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General Settings

The General tab allows you to edit the configuration of the knowledge base.
  • Name & Description: Update the display name and description at any time.
  • Access Scope (Read-only): Indicates that this is an organization-level knowledge base.
    These can be restricted to specific projects, but they are owned at the organization level.
  • Project Access: Choose which projects can query this knowledge base:
    • All Projects
    • Limit to Specific Projects
  • Active Status: Deactivate the knowledge base to temporarily prevent it from being used in queries without deleting it.

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Deleting a Knowledge Base

You can permanently delete a knowledge base using the delete icon.
This removes all associated documents and disconnects it from all projects.