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The Knowledge Base is what makes your AI agent sound informed. It’s where you store all the product details, FAQs, or support information your agent will use while talking to customers. Think of it as your agent’s brain: without it, the agent can talk, but it won’t know much.

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Create a New Knowledge Base

From the left sidebar, click Knowledge Base under the “Build” section. Screenshot 2025-11-08 175914 You’ll see a list of all your existing Knowledge Bases. Click Create Knowledge Base in the top-right corner to make a new one. Enter a Name for your Knowledge Base (for example, Genus Product FAQs). Screenshot 2025-11-08 174249 Add a Description that clearly explains what the file contains.
  • Example: This Knowledge Base includes Genus inverter and battery FAQs with product features, model details, and warranty information.
  • You absolutely need to add an accurate description along with your PDF or CSV file without it, the Knowledge Base will not have enough context to work properly.
Upload your file by clicking Choose Files.
  • Supported formats: CSV or PDF
  • File size limit: 10 MB
Click Create once your file is uploaded and description is filled in. image 28 Your Knowledge Base will now appear in the main list.

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Connect Knowledge Base to an Agent

Go to the Agents tab. 695925bd-4a04-44d5-ad63-c31999eb5f2c Open the agent you want to link with this Knowledge Base. On the right panel, click Knowledge Base. image 29 Select your new Knowledge Base and click Save. image 30 The agent will now use that Knowledge Base to answer questions during calls and your agent will sound informed and updated.

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Review and Update Files

Click it anytime to view or replace the document. You can upload multiple files if you want to expand the same Knowledge Base later.