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A knowledge base gives an agent information it can retrieve during a conversation. Use it for product information, policies, support material, or other content that should remain separate from the core prompt.
Persistence Knowledge Base library showing ready, processing, and failed collections

The Knowledge Base library shows source counts and processing status for each collection.

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Create a knowledge base

1

Open Knowledge Base

From the dashboard, open Knowledge Base and create a knowledge base with a clear name and description.
2

Add documents

Upload PDF files up to 5 MB each. Wait until processing finishes before attaching the knowledge base to a production agent.
3

Attach it to an agent

Open the agent’s settings, select Knowledge Base, and add the ready knowledge base.
4

Test retrieval

Ask questions that should be answered, should combine nearby information, and should return a fallback because the answer is absent.

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Keep retrieval reliable

Use Retrieval Testing to select a knowledge base, enter a representative query, adjust supported retrieval settings, and inspect the chunks the agent would receive.
Persistence Knowledge Base retrieval testing screen

Retrieval Testing makes ranking settings, returned chunks, and query history visible before an agent goes live.

  • Keep each knowledge base focused on one domain.
  • Remove obsolete or conflicting documents.
  • Use descriptive headings and plain text in source documents.
  • Put behavior rules in the agent instructions, not only in the knowledge documents.
  • Re-test the agent after adding or deleting a document.
An agent can only use a knowledge base that has finished processing. The agent settings identify knowledge bases that are not ready.
Document processing moves through pending, extracting, chunking, embedding, and ready states. Replace a document when it reaches failed or upload failed. Knowledge base names can contain up to 128 characters and descriptions up to 512 characters. Deleting a knowledge base or a source document removes it from future retrieval. Review every agent that depends on that content before deleting it.

Knowledge Bases API

Create, list, inspect, and delete knowledge bases through the public API.