Knowledge base
Upload your docs once — FAQs, policies, product sheets — and let agents search them mid-call.
The Knowledge page (/dashboard/knowledge) is your organization's
document store. Upload files once, then select the exact documents each
agent can search; during calls the agent looks up answers in its attached
documents instead of guessing.
Supported files and limits
| Type | Extensions | Size limit |
|---|---|---|
| Text | .txt, .md, .csv | 5 MB per file (UTF-8) |
| Binary | .pdf, .docx | 50 MB per file |
Upload documents
Click Upload files or drag files anywhere onto the page — you can drop several at once. Each document is processed for search after upload; its status badge tracks the progress, and a Retry action appears on anything that fails (plus a Retry all banner when several fail).
If a file's content is identical to a document already in the organization, it still uploads but you'll see a duplicate warning so you can tidy up.
Find and maintain documents
- Search — the search box matches document names and contents.
- Open a document — click its row to view the extracted content, download the original file, replace it with a new upload (re-processed automatically), retry processing, or delete it.
- Bulk actions — select multiple rows to retry or delete together.
Give an agent access
Documents don't apply to agents automatically. In the agent builder's knowledge section (Build an agent), pick the exact documents that agent may search. Scoping per agent keeps a support agent out of your sales playbook and vice versa.