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Overview

Connecting your knowledge base to your AI agent allows the agent to learn from your existing content and automatically provide accurate answers to users. This guide will walk you through the process of uploading your knowledge base and assigning it to an agent, ensuring your AI assistant is well-informed and efficient. By integrating your knowledge base, you enhance the capabilities of your AI agent, enabling it to handle queries more effectively and improve user interactions.

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Steps to Connect Knowledge to an Agent

1. Access the Knowledge Base Feature

  • Navigate to the dashboard.
  • Click on the Knowledge Base icon.

2. Add a New Knowledge Base

  • Once the Knowledge Base page opens, click on the Add Knowledge Base button.

3. Upload Your Knowledge Base File

  • Upload a file with one of the supported file types: .pdf, .doc, or .docx.
  • Ensure that the content is clear and well-structured to optimize the AI’s learning process.

4. Assign Knowledge Base to an Agent

  • After the file is uploaded, you will see the new knowledge base listed.
  • Click on the checkbox next to the knowledge base you want to assign
  • An Assign to Agent option will appear at the top.
  • You can select all or individual knowledge bases to assign them to one or multiple agents

5. Assigned Knowledge Base to an Agent

  • Once assigned to an agent or agents, it will automatically display on the knowledge base list, showing the number of agents using the knowledge base

6. View Uploaded Content

  • To verify the content, click on the file name of the uploaded knowledge base.
  • This will allow you to view the content and ensure it has been uploaded correctly.

7.Verify Agent’s Knowledge Usage:

  • Create a Task using the agent that has the assigned knowledge base.
  • Make a call and ask questions based on the uploaded file’s content.
  • Observe how the agent uses the knowledge base to respond accurately and effectively
Prompt EngineeringVariables