Add a Knowledgebase

Provide your AI voice agents with the information they need to answer questions accurately

What is a Knowledgebase?

A knowledgebase is a collection of information that your AI voice agent can reference during conversations. This allows your agent to provide accurate, up-to-date answers about your products, services, policies, and more.

Creating a Knowledgebase

To create a new knowledgebase:

  1. Navigate to the Knowledgebase page in your dashboard.
  2. Click the "Create Knowledgebase" button at the top right of the page.
  3. Enter a name for your knowledgebase.
  4. Choose one of the three content options below.

Content Options

You can add content to your knowledgebase in three ways:

Upload File

Upload a document and urvo will automatically extract all the text content from it. Supported file formats: PDF, DOCX, EPUB, TXT, HTML.

Add URL

Provide a website URL and urvo will scrape and extract the content from that page. Note that the website must allow web scrapers in its robots.txt file. If a website blocks scrapers, the content cannot be extracted.

Create Text

Manually type or paste text content directly. This is useful for creating custom FAQs, policies, or any information you want your agent to know.

Managing Your Knowledgebases

After creating a knowledgebase, it will appear on the Knowledgebase page. You can click on any knowledgebase to view its details.

Knowledgebase Details

When viewing a knowledgebase, you can see:

  • Name: The name you gave to the knowledgebase
  • Type: How the content was added (file, URL, or text)
  • Created By: The team member who created it
  • Created At: When the knowledgebase was created
  • Last Updated: When the knowledgebase was last modified
  • Dependant Agents: Which AI agents are using this knowledgebase
  • Content: The extracted text content (if under 300KB)

Large Knowledgebases

If your knowledgebase exceeds 300KB in size, the content preview will not be displayed in the dashboard. Large knowledgebases can only be accessed through RAG (Retrieval-Augmented Generation), which intelligently retrieves relevant portions of your knowledge during conversations.

Note: RAG functionality is only available on higher-tier plans. Please check your subscription or upgrade to access this feature.

Connecting Knowledgebase to Agents

Once you've created a knowledgebase, you can attach it to your AI voice agents:

  1. Go to the Agents page and select the agent you want to configure.
  2. In the agent settings, find the Knowledgebase section.
  3. Select the knowledgebase(s) you want the agent to use.
  4. Save your changes.

Your agent will now be able to reference the information in the attached knowledgebase when answering questions.

Best Practices

  • Keep content focused: Create separate knowledgebases for different topics (e.g., products, policies, FAQs)
  • Update regularly: Keep your knowledgebases current with the latest information
  • Use clear formatting: Well-structured content helps the AI understand and retrieve information better
  • Test your agents: After adding a knowledgebase, test your agent to ensure it responds correctly

Next Steps

With your knowledgebase created, you can:

  1. Create or update your AI agent to use the knowledgebase
  2. Analyze calls to see how your agent uses the knowledge
  3. Review best practices for optimal agent performance