Connect a knowledge base to an agent

Link an existing knowledge base to an agent so it can query content during live calls.

Once a knowledge base is created and trained, you can connect it to an agent from the agent’s settings. After connecting it, the agent can search the knowledge base during a call to answer questions based on your content.

Before you start

You need the following before you begin:

• A knowledge base with at least one source in Ready status. See Set up a knowledge base if you haven't done this yet.
• An existing agent to connect. See Create an agent.

Follow these steps to connect a knowledge base to your agent.

1

Open the agent settings

Start by opening the agent you want to configure.

1. Go to AI Agents from the sidebar.
2. Select the agent you want to configure.
3. In the Basic Settings, scroll to Additional Settings and expand the section.

2

Select the knowledge base

Choose which knowledge base the agent should use.

1. Locate the Knowledge base dropdown
2. Select a knowledge base

Knowledge base limit

An agent can be connected to only one knowledge base at a time.

3

Test the connection

Verify the agent can use the knowledge base during a call.

1. Click Save and test agent to start a test call.
2. Ask a question related to your content

Confirm that:

• The agent retrieves a relevant answer.
• The response is accurate.
• The response time is appropriate.

If the agent does not respond as expected, check:

• The knowledge base status is Ready.
• The question is covered in the content.
• The agent instructions allow using the knowledge base.

After testing, make sure to save your changes so they are applied to the agent.

4

Save the changes

Apply your configuration.

1. Click Save to apply changes.

Next steps

Here are the recommended next steps after completing this guide:

• Set up a knowledge base: Create and prepare content for your agent to use.
• Write effective agent instructions: Guide how the agent uses knowledge base responses in conversations.