Uploading Files to the Knowledge Base
Phonely allows you to upload files that your AI agent can reference when answering customer questions. This helps ensure your agent provides accurate and context-aware responses.
1
Navigate to the Knowledge Base Section
From the left sidebar, go to Agent Design > Knowledge Base, then switch to the Knowledge Base tab.
Here, you’ll find different options under Data Sources, including Upload File, Blank Document, and Import from External.
Here, you’ll find different options under Data Sources, including Upload File, Blank Document, and Import from External.
2
Click “Upload File”
At the top of the page, click Upload File.
A file upload window will appear, showing supported formats.
A file upload window will appear, showing supported formats.
Supported file types:.docx,.txt
3
Add Your File
Drag and drop your document into the upload area or click to browse your local files.
Once the file is selected, click Upload File.
Once the file is selected, click Upload File.
4
Verify and Activate
After uploading, your file will appear in the Data Sources list.
Make sure the Active toggle is turned on so your agent can access this document.
Make sure the Active toggle is turned on so your agent can access this document.