Knowledge Base

The Knowledge Base is your AI's training data. Organize information into topic-specific bases that agents reference when answering questions. The more complete your KB, the better your AI performs.

Five core bases come pre-created:

- Sales: Pricing, packages, promotions, objection handling

- Dispatch: Scheduling rules, service areas, availability

- Technicians: Technical specs, procedures, equipment

- Pricing: Rate cards, estimates, financing options

- Customer FAQ: Common questions and standard answers

Create additional bases for specialized topics:

1. Click 'Create New' in the Knowledge section

2. Name your base and choose an icon/color

3. Add entries manually or upload PDFs

4. The Knowledge Manager agent auto-populates suggestions

Each entry should:

- Cover one topic clearly

- Include the question a customer might ask

- Provide a complete, accurate answer

- Use natural language (not bullet points, the AI adapts the tone)

Entries are automatically cross-synced across all agents that reference the base.

Each base shows a gap count (e.g., '3 gaps'). These are questions the AI encountered but couldn't answer confidently. Review gaps regularly and add new entries to improve coverage. The auto-learned percentage shows how much content came from AI-discovered gaps vs manual entry.