Use this file to discover all available pages before exploring further.
Knowledge bases are collections of documents that contain information about your business. You can link them to your agents so they can access this information during conversations and respond more accurately.You can also upload documents, texts, or URLs independently, without assigning them to any knowledge base. These standalone items will appear in the general view and you can organize them into bases later if needed.Access this section from Knowledge Bases in the left sidebar.
In the add documents modal, choose the File option.
2
Select file type
Choose from the available formats (PDF, Word, Markdown, etc.).
3
Upload the file
Click the upload area or drag the file. Configure additional options if needed.
4
Select the knowledge base (optional)
Choose the knowledge base the file will belong to. If you don’t select any, the document will be added independently and you can organize it into a base later.
Click a knowledge base to access its content. Inside you’ll find a table with all documents it contains:
Name and size of the document
Type (file, URL, text)
Date created
From this view you can:
Add documents to the base using the button in the upper corner.
View the content of a document by clicking on it. Depending on the type, you’ll see the full text, the file to download, or the source URL.
Move documents to another knowledge base.
Delete documents individually from the base.
When you add a document to a knowledge base that’s already linked to an agent, the document is processed automatically and the agent will have access to the new content once processing is complete.
You can move one or more documents from one knowledge base to another to reorganize your content without having to delete and re-upload files.
1
Select the items
Inside the knowledge base, check the boxes of the documents you want to move.
2
Click Move
In the action bar that appears when selecting items, click Move.
3
Choose the destination base
A modal will open with the list of available knowledge bases in the project. Select the base you want to move the documents to. You can also choose No knowledge base to unlink them from any base.
4
Confirm the move
Click Save. The documents will be moved to the selected base.
If the destination base is linked to an agent, moved documents will be processed automatically and will be available for that agent.
Once created, knowledge bases are linked to agents from each agent’s configuration. You can link the same base to multiple agents and an agent can have multiple linked bases.
Knowledge bases in agents
Learn how to link knowledge bases to your agents and configure inheritance in conversational paths.
The total storage available for knowledge bases (RAG Storage) depends on your subscription plan. See the Plans and Pricing page for your plan’s limits.
If you reach your plan’s storage limit, you won’t be able to add new documents until you free up space or upgrade your subscription.
If the content is less than 500 bytes (approximately a short paragraph), it’s more efficient to include it directly in the agent’s prompt instead of creating a document in a knowledge base. Reserve bases for more extensive content where the agent needs to search for relevant information.
Organize by topic
Create separate knowledge bases by area (products, policies, FAQs) instead of one single base with everything. This makes maintenance easier and allows you to link only relevant information to each agent.
Keep information up to date
Periodically review the content of your bases to ensure the information is current. An agent with outdated information creates a poor experience.
Use descriptive names
Name your bases and documents clearly (for example, “Return Policy 2025” instead of “Doc1”). This makes management easier when you have multiple bases.
Prefer structured text
Documents with headings, lists, and well-defined sections are easier for the agent to query than long blocks of unformatted text.