Knowledge Base for AI Voice Agents

Give your AI voice agents instant access to company information using RAG (Retrieval-Augmented Generation). Upload documents, crawl websites, and let your agents answer questions with accurate, up-to-date information.

Get started: Open the Knowledge Base in the Edesy Platform to create your first knowledge base.

Why Use a Knowledge Base?

Without a knowledge base, your AI agent only knows what's in its training data. With a knowledge base:

Key Features

• Multiple Content Sources: Upload files (PDF, DOCX, TXT) or crawl websites
• Automatic Processing: Documents are chunked, embedded, and indexed automatically
• Semantic Search: Find relevant information based on meaning, not just keywords
• Real-time Updates: Add or update documents anytime
• Multi-Agent Support: Share one knowledge base across multiple agents
• Retry Failed Documents: Automatic error detection with one-click retry

How It Works

┌─────────────────────────────────────────────────────────────────┐
│                    Knowledge Base Flow                          │
├─────────────────────────────────────────────────────────────────┤
│                                                                 │
│   Content Sources                    Processing Pipeline        │
│   ├── PDF/DOCX Upload ─────┐                                    │
│   ├── Website Crawl ───────┼──► Chunking ──► Embedding ──► Index│
│   └── Sitemap Import ──────┘                                    │
│                                           │                     │
│                                           ▼                     │
│   User Call ──► Agent ──► RAG Query ──► Vector Search          │
│                   │              │              │               │
│                   ▼              ▼              ▼               │
│              Response ◄── LLM ◄── Top K Chunks Retrieved       │
│                                                                 │
└─────────────────────────────────────────────────────────────────┘

Content Sources

File Uploads

Upload documents directly from your computer:

Learn more about file uploads →

Web Crawling

Import content directly from websites:

Learn more about web crawling →

Getting Started

Step 1: Create a Knowledge Base

1. Go to Knowledge Base in the sidebar
2. Click New Knowledge Base
3. Enter a name (e.g., "Product Documentation")
4. Add an optional description
5. Click Create

Step 2: Add Content

Choose your content source:

Option A: Upload Files

1. Click Upload Documents
2. Drag and drop files or click to browse
3. Wait for processing to complete

Option B: Crawl Website

1. Click Add Web Content
2. Enter a URL or sitemap
3. Select pages to import
4. Start crawling

Step 3: Link to Agent

1. Open your Agent Settings
2. Find Knowledge Base section
3. Select your knowledge base
4. Configure RAG settings (topK, minScore)
5. Save changes

Learn more about RAG integration →

Document Status

Each document shows its processing status:

Having issues? See Troubleshooting →

Best Practices

Content Organization

• One topic per document: Improves retrieval accuracy
• Clear headings: Helps with chunking
• Descriptive names: return-policy-2024.pdf not doc1.pdf

Content Quality

Ideal for Knowledge Base:

• Product specifications and manuals
• FAQ documents
• Policy documents (returns, shipping, privacy)
• Training materials
• Process guides
• Pricing information

Not Recommended:

• Scanned images without OCR
• Documents with complex tables/charts
• Very long documents (>50 pages) - split them up
• Frequently changing content (use web crawling instead)

Performance Tips

• Keep documents focused and concise
• Update content regularly
• Remove outdated documents
• Monitor RAG performance in call transcripts

Use Cases

Customer Support

Upload your FAQ, return policy, and troubleshooting guides. Your agent can instantly answer:

• "What's your return policy?"
• "How do I track my order?"
• "What payment methods do you accept?"

Sales

Import product catalogs, pricing sheets, and competitor comparisons:

• "What's the difference between Pro and Enterprise?"
• "Do you offer volume discounts?"
• "What's included in the warranty?"

HR & Internal

Employee handbooks, benefits information, IT policies:

• "How many vacation days do I have?"
• "What's the process for expense reimbursement?"
• "How do I reset my password?"

Limits & Quotas

Next Steps

• Upload Files (PDF, DOCX) - Import documents from your computer
• Web Crawling - Import content from websites
• Document Processing - Understand how documents are indexed
• RAG Integration - Configure retrieval for your agent
• Troubleshooting - Fix common issues

Ready to build your knowledge base? Open the Edesy Platform to get started.