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A Knowledge Base lets your assistant look up information during live calls. This guide walks you through creating both Deterministic and Non-Deterministic KBs.

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Step 1 — Open the Knowledge Base Page

  1. Click Knowledge Base in the left sidebar.
  2. Click Create Knowledge Base in the top-right corner.
A dropdown appears with two options:
OptionBest For
Deterministic KBStructured data — you control the retrieval schema
Non Deterministic KBUnstructured documents — AI determines what to retrieve

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Creating a Deterministic Knowledge Base

1

Choose Deterministic KB

Click Deterministic KB from the dropdown.
2

Name Your KB

Enter a KB Name to identify it (e.g. “Product Pricing Q1 2026”).
3

Upload Files

Drag and drop your files into the upload area, or click to browse.
  • Up to 4 files per Knowledge Base
  • Up to 512 MB per file
  • Supported formats: PDF, CSV, XLSX, DOCX, and other common document types
4

Edit the Schema

Click Edit Schema to define the fields that will be extracted from your documents.For each field, set:
  • Field name (e.g. product_name, price, policy_code)
  • Data type (String, Number, Boolean, etc.)
5

Train the Knowledge Base

Click Train Knowledge Base to process your uploaded files against the schema.Training may take a few minutes depending on file size. Once complete, the KB will appear in your list.

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Creating a Non-Deterministic Knowledge Base

1

Choose Non Deterministic KB

Click Non Deterministic KB from the dropdown.
2

Name Your KB

Enter a KB Name.
3

Upload Files

Upload your files (same limits: 4 files, 512 MB each). These can be FAQs, policy documents, SOPs, product manuals, or any text-heavy document.
4

Train the Knowledge Base

Click Train Knowledge Base. The AI will index the content and handle retrieval automatically without a predefined schema.

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Attaching a KB to an Assistant

1

Open the Assistant

Go to Assistants and open the assistant you want to update.
2

Select Knowledge Base

In the left panel, click Assistant Settings → Knowledge Base.
3

Choose and Save

Select your trained Knowledge Base from the list and save.
The assistant will now reference this KB during calls when it needs to look up information.

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Tips for Best Results

  • Keep documents clean and well-structured (avoid scanned PDFs without OCR)
  • For Deterministic KBs, ensure column headers in CSV/XLSX match the schema field names
  • For Non-Deterministic KBs, split very large documents into logical sections for more precise retrieval
  • Re-train the KB whenever you update the source documents