Add a knowledge base

Give your agent a knowledge base so it answers business-specific questions — prices, opening hours, policies, services, contact details — from your own documents instead of guessing. You upload PDFs or text, the agent looks them up during the call.

Time: ~3 minutes

What works well

• Good: fact sheets, FAQs, price lists, service menus, policy pages, location/hours.
• Less useful: scanned image-only PDFs (no extractable text), huge unstructured PDFs, anything that changes hourly.
• Limits: PDF, plain text, or markdown; up to 10 MB per file.

Steps (client self-serve)

1. Open the tenant portal: https://voice.makeautomation.ai/login and sign in with your tenant API key.
2. Go to Knowledge (/portal/knowledge).
3. Click Upload document and pick a PDF, .txt, or .md file.
4. Wait for the status to turn ready (processing takes a few seconds).
5. Ask your operator to attach the document to the agent that should use it.

You can upload several documents. Delete any document anytime — it is removed from every agent that used it.

Attaching documents to an agent (operator)

A document is only used once it is attached to an agent:

1. In the admin dashboard, open the agent (Agents → agent).
2. Scroll to Knowledge base — upload here too if you are setting it up for the client.
3. Under Documents this agent uses, tick the documents this agent should search and click Save attached documents.
4. The agent picks up the change on its next config sync (~30 seconds).

Get better answers

Knowledge works best with a small prompt tweak so the agent grounds business-specific facts but still answers general questions naturally. See the operator runbook SOP 06 — KB prompt optimization (Admin → Runbooks).

Troubleshooting

Related

• Operators: technical reference → Knowledge base (RAG / pgvector) integration doc
• Operators: prompt tuning → SOP 06 — KB prompt optimization