The Knowledge Base lets you give your AI receptionist documents and pages to look things up in during calls — menus, price lists, catalogs, policies, and more. Instead of cramming every detail into your receptionist's instructions, you add the information once and your receptionist finds what it needs when a caller asks.
Note: The Knowledge Base is part of paid plans. Your plan sets how many items you can add.
Why use the Knowledge Base?
Accurate answers: your receptionist answers from your real information.
Simpler instructions: keep your receptionist's instructions about how to behave, not about every detail of your business.
Easy updates: change one document and every receptionist that uses it is up to date.
Shared across receptionists: add knowledge once and let any of your receptionists use it.
Tip: short facts like your hours, address, and main prices work best in your Business Profile, which your receptionist answers from instantly. Use the Knowledge Base for longer documents.
Add knowledge in 3 ways
On the web dashboard, click Knowledge Base in the left menu, then click Add Knowledge.
1. Write a page
Choose Write a page.
Pick Blank Page or a template: Business Menu, Price List, Business Hours, FAQ, or Policies.
Enter a clear title and write your content.
Click Create.
2. Upload files
Choose Upload files.
Optionally pick tags, then drag in your files or click to choose them. PDF, Word, Excel, PowerPoint, images, audio, text, and Markdown files are supported.
Wait for processing to finish. When the file shows as ready, your receptionist can use it.
3. Import from a website
Choose Import from URL.
Paste the link to a public webpage and click Import.
To keep it current, open the page and click Refresh now, or turn on Auto refresh every 3, 7, 14, or 21 days.
Let your receptionist use it
Open your receptionist and go to its Tools section.
Under Knowledge Base, make sure Access Knowledge Base is on.
Under What can your agent see?, choose Everything, Selected topics (only items with the tags you pick), or Nothing.
Use tags to stay organized
Organize: tag items by topic, like "pricing," "menu," or "policies."
Limit access: with a sales receptionist and a support receptionist, tag documents "sales" or "support" and set each receptionist to Selected topics with the right tag.
Best practices
Keep it current: review your documents regularly so your receptionist never shares outdated information.
Use clear titles: "2026 Price List" is better than "Document 1."
Split big topics: separate pages for menu, prices, and policies usually work better than one huge document.
Tag early: even with one receptionist, tags make it easier to add more later.
For every detail — file processing, managing items, and how your receptionist searches — see Knowledge Base: Teaching Your AI Agent.