Open The Knowledge Base
- Navigate to
/agent/{agentId}?tab=knowledge-base. - Confirm the page shows the current agent’s documents, websites, or recordings.
Add Documents
- Choose the document upload action.
- Upload one or more supported files.
- Wait for ingestion to complete.
- Confirm each document appears with an active status.
Add Websites
- Choose the website action.
- Enter the website URL.
- Configure crawl settings if the form requires them.
- Submit the source.
- Confirm the website entry appears in the table.
Review Existing Sources
- Check whether the source is active.
- Check the last updated time and updater.
- Remove stale or invalid sources.
Remove A Source
- Find the document or website row.
- Trigger the delete action.
- Confirm the row disappears from the table.
Rules
- ALWAYS use the current
agentId. - NEVER assume a source is available until it appears in the table.
- IF a website source is added, THEN confirm the final stored URL matches the intended domain.

