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Overview

Get up and running with Knowledge Base quickly. Follow these steps to create your first knowledge base item and add it to your agents.

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Prerequisites

Before getting started, ensure you have:
  • An active project selected
  • Appropriate permissions to manage knowledge base items
  • Available storage quota (check your plan limits)

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Quick Start Steps

  1. Navigate to Knowledge Base
    • Go to the Knowledge Base section in your dashboard
    • Click the appropriate button based on your content type:
      • “Add Free Text” for text content
      • “Add Document” for file uploads
      • “Add URL” for web content
Knowledge Base add buttons showing Add URL, Add Document, and Add Free Text options
  1. Follow the Creation Wizard
    • Complete the form for your chosen content type
  2. Monitor Processing
    • Watch the status indicator as your item processes
    • Wait for “PROCESSED” status (shown as “completed” in dashboard) before using in agents
  3. Add to Agents
    • Open your agent configuration
    • Navigate to Knowledge Base section
Global Settings panel showing Knowledge Base section with Manage button
  • Click “Manage” to open the item selection modal
  • Select the items you want to use
Select Knowledge Base Items modal showing search bar, item list with types and word counts, and selection buttons
  • Click “Done” to save your selection

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Next Steps

Now that you’ve created your first knowledge base item:

Introduction

Learn more about Knowledge Base features and capabilities

Creating Items

Detailed guide on creating text, file, and URL items

Managing Items

How to organize and manage your knowledge base