Knowledge
Knowledge bases
A knowledge base is the document set an agent retrieves from when it answers. Create the base first, add sources, wait until they are trained, then link it on the agent.
In the app: Setup → Knowledge
Guides
Create a knowledge base
Name a base and open it for documents and URLs.
Read →Add sources
Upload files, paste URLs, or discover pages from a website.
Read →Refresh / re-ingest
Re-train after you change files, site content, or embedding models.
Read →Link to agents
Attach the base so live conversations can retrieve it.
Read →