AI Assistants
Knowledge Bases
Configure and deploy AI-powered assistants.
Connect knowledge bases to your assistants so they can reference your company's documentation, pricing, policies, and FAQs when answering questions.
Why Connect Knowledge Bases
Without knowledge bases, assistants can only use the context of the current conversation and record data. With knowledge bases, they gain access to your company's documentation for more accurate, detailed responses.
- Product documentation — Answer feature and how-to questions
- Pricing information — Provide accurate pricing details
- Company policies — Reference return policies, SLAs, and terms
- FAQ content — Answer common questions instantly
Connecting Knowledge Bases
Open Assistant Settings
Edit the assistant you want to enhance.
Knowledge Section
Find the Knowledge Bases section in the assistant configuration.
Select Bases
Check the knowledge bases you want to attach. You can attach multiple.
Save
Save the assistant configuration. Changes take effect immediately.
Selective Knowledge
Only attach relevant knowledge bases. A sales assistant needs product and pricing info, but not technical troubleshooting guides. Fewer, more relevant sources lead to better responses.
Best Practices
- Match knowledge to purpose — A support assistant needs troubleshooting docs, not sales playbooks
- Keep knowledge current — Outdated information leads to incorrect responses from assistants
- Test after connecting — Ask the assistant questions that should be answered from the knowledge base to verify it's working
- Monitor accuracy — Check assistant responses for accuracy and update knowledge bases when gaps are found
Next Steps
- Knowledge Base Setup — Create and manage your knowledge bases
- Uploading Content — Add files and text to knowledge bases
- Writing Instructions — Tell assistants how to use knowledge