Managing AI Knowledge Base

Building Your Knowledge Base

The knowledge base provides your AI agents with reviewed, studio-specific information. Only approved and active sources can be used in AI answers.

1. Go to Knowledge Base

   Click Knowledge Base under the Phone section in the sidebar.

2. Add FAQs

   Enter frequently asked questions and draft answers.

3. Add business info

   Include services, pricing, hours, policies, and escalation guidance.

4. Upload documents

   Upload a PDF or document and wait for processing to finish.

5. Approve sources

   Review each source and approve it before AI can use it. Edited sources return to review.

6. Deactivate outdated sources

   Remove outdated knowledge from AI answers without deleting its record.

Tips

• Include common objections and how to handle them
• Test your AI agent after approving major knowledge base updates
• Resolve possible conflicts before approving a replacement source