Docs
Knowledge
Documents
Turn your files into answers. Upload material the AI can search during a call.
#Add a document
| Source | Limits |
|---|---|
| Paste text | Up to 400,000 characters. |
| Upload a file | PDF or plain text, up to 10 MB. |
| A web page | Give a URL and the page text is fetched. |
Each document is split into passages of about 900 characters and indexed. It shows processing while that runs, then ready. If it shows error, for example because a PDF is only scanned images, fix the source and press Retry.
#How the assistant uses documents
With the Knowledge built-in tool on and at least one document ready, the assistant gets a lookup_knowledge tool. When a caller asks something your business details don't cover, it searches the documents and answers from the closest passages.
#Choose which assistants can search what
By default every assistant may search every document. On an assistant's Tools tab you can limit it to some documents, for example to keep internal price sheets away from a public line.
#Test a search
The Knowledge page has a search box that runs the same search the assistant uses. Try the questions callers ask and check that the right passage comes back.