You can create a knowledge base by uploading documents or typing the content directly in DialLink. Once created, you can connect it to one or more AI agents so they can use the information to answer questions during calls. Complete the steps below to prepare content for AI agents.
Step 1: Create a new Knowledge base
Navigate to Settings > Knowledge base.
Click + in the top-right corner to create a new base.
Specify the knowledge base name. For example, “Pricing FAQ”.
Click Save.
Step 2: Add content
In the Documents section, add files for the base. Click Add document and select one of the following options:
Upload files
Choose a file from your computer to add. You can upload multiple documents if needed. The file should meet the requirements:
Supported formats:.pdf,.docx,.txt
Max file size: 4.5 MBAdd text
Specify the name for the new text and write or paste content directly into the editor. This is useful for short answers, internal policies, or quick updates.
You can combine both methods: upload a file and manually add text to the same knowledge base.
Step 3: Connect the Knowledge base to an AI agent
Once your knowledge base is ready, you can link it to any AI agent in your account. In the AI agents section, select the desired one from the drop-down list and click Add AI agent. The agent will now use this content to answer questions in real-time.
Note. You can connect one knowledge base to multiple agents.
What’s next?
To help your AI agent give the best answers, it’s essential to keep your content clear and structured. Check out:
Best practices for writing a helpful knowledge base