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You can create and manage internal knowledge directly within Phonely using Blank Documents. These are great for adding custom FAQs, scripts, or policies that help your AI agent answer customer questions accurately. Blank documents in Knowledge Base
1

Open the Knowledge Base

From the left sidebar, go to Agent Design → Knowledge Base, then switch to the Knowledge Base tab.
Here, you’ll see a list of your existing documents under Data Sources
2

Click “Blank Document”

At the top of the page, select Blank Document.
A new editor window will open where you can create your document from scratch.
3

Add Your Content

Give your document a title and start typing or use the “/” command to insert different content blocks, such as:
  • Headings (H1–H3) for section titles
  • Lists (numbered, bullet, or checklist)
  • Quotes or Paragraphs for standard text
  • Tables, Code Blocks, or Media (images, videos, audio)
You can use this editor to organize information clearly and make it easy for your agent to reference.
4

Save or Publish

When done, choose:
  • Save as Draft — to continue editing later.
  • Publish — to make the document active and accessible to your AI agent.
Your new document will appear in the Data Sources list, ready to be used in conversations.

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