Knowledge Bases

Upload documents and FAQs so your AI agents can use your firm's knowledge during calls. 📚

🤔 What are Knowledge Bases?

Knowledge bases are collections of documents and info that your AI agents can look up during conversations. They help the AI:

• Answer questions about your firm
• Give accurate case-related info
• Reference your policies and procedures
• Share helpful documents
• Give the same great answers on every call

⚙️ How Knowledge Bases Work

When a caller asks a question, the AI:

1. Searches your knowledge base for the best answer
2. Grabs the most relevant info
3. Uses that info to give an accurate response
4. Mentions where the info came from when needed

This way, your AI always gives accurate and consistent answers based on your actual documents and policies. ✅

✨ Creating a Knowledge Base

To make a new knowledge base:

1. Go to Settings → Knowledge Bases
2. Click Create Knowledge Base
3. Give it a name (like "Firm Policies" or "FAQ")
4. Add a description if you want
5. Click Create

📄 Adding Content

📤 Document Upload

Upload documents to your knowledge base:

Supported Formats	Description
PDF	PDF documents
Word	.doc and .docx files
Text	Plain text files
Markdown	.md files
HTML	Web pages

🛠️ Upload Process

1. Open the knowledge base
2. Click Add Documents
3. Pick the files you want to upload
4. They get processed automatically
5. The content becomes searchable right away

✏️ Manual Entries

Add Q&A pairs by hand:

1. Open the knowledge base
2. Click Add Entry
3. Type in the question or topic
4. Type in the answer or content
5. Save it

🌐 Website Import

Pull in content from a website:

1. Click Import from URL
2. Enter the web page address
3. Pick what to import
4. The content gets added automatically

⚙️ Knowledge Base Settings

🔎 Search Configuration

Setting	Description
Top K	How many results to look at (1–10)
Filter Score	How relevant a result has to be (0.0–1.0)
Search Mode	Semantic (by meaning), keyword (by exact words), or hybrid (both)

📊 Top K Setting

Controls how many chunks of info the AI considers:

• Lower values (1–3) — More focused, specific answers
• Higher values (5–10) — Broader answers with more context

🎯 Filter Score

Sets the minimum quality bar for results:

• Lower values (0.3–0.5) — Includes more content that might be useful
• Higher values (0.7–0.9) — Only the most relevant content

🤖 Connecting to AI Agents

Link knowledge bases to your AI agents:

🔗 For LLM-Based Agents

1. Open the AI agent's settings
2. Go to the Knowledge Bases section
3. Pick which knowledge bases to connect
4. Set up the search settings
5. Save the agent

⚙️ Configuration Options

Setting	Description
Knowledge Base IDs	Which knowledge bases the agent should use
Top K	How many results per question (set per agent)
Filter Score	How relevant results need to be (set per agent)