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Documentation / Knowledge Base

Knowledge Base

Upload documents that your voice agent can reference during live conversations.

The Knowledge Base lets your voice agents retrieve relevant information from uploaded documents during conversations.

How it works

  1. Upload a PDF, DOCX, TXT, or JSON document.
  2. Tigy AI splits and indexes the document into searchable chunks.
  3. Attach the processed document to your agent in Knowledge base, under the Knowledge tab.
  4. During a call, the agent retrieves relevant chunks to answer the caller.

Supported file types

FormatExtension
PDF.pdf
Word.docx, .doc
Text.txt
JSON.json
Markdown.md

Maximum file size: 5 MB.

Upload and attach documents

  1. Open Knowledge base in the dashboard.
  2. Click Upload document. In the upload dialog, click Choose file or drag and drop a file.
  3. Click Upload and process and wait for the Completed status. Tigy AI automatically chunks and indexes the document.
  4. Open the prompt agent editor and, under the Knowledge tab, select the document in Knowledge base, in the Agent sources section.
  5. Save the agent changes.

The agent searches only the documents attached to the agent. Attach focused, relevant documents to improve retrieval quality.

Best practices

  • Keep documents focused on a single topic.
  • Use clear headings, lists, and short paragraphs.
  • Keep source documents up to date.
  • Attach only the documents relevant to the agent's tasks.

Verify processing

The file must finish processing before use. Check its list status and select it in the agent settings. Uploading to the workspace and attaching to the agent are different actions.

Test a question explicitly answered by the document, one requiring another passage, and one not covered by it. Verify that the agent explains when it cannot find an answer rather than inventing one.

Update content

When source information changes, upload the updated version and review agent attachments. Avoid selecting contradictory documents for the same agent. Retest a question affected by the update.

When an answer is missing

CheckNext step
Incomplete or failed processingInspect upload status and error message
Document not selectedAttach it to the agent answering the question
Answer absent from fileAdd it to the source document
Ambiguous/conflicting contentSimplify the content and remove outdated versions from selection

See Testing and Troubleshooting. Documents do not replace an HTTP tool for querying changing live data.

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On this page

  • How it works
  • Supported file types
  • Upload and attach documents
  • Best practices
  • Verify processing
  • Update content
  • When an answer is missing