Knowledge Base
The Knowledge Base lets you upload documents that your AI agents can reference during calls. When a customer asks a question, your agent can search your knowledge base for accurate, up-to-date answers.How It Works
- You create Collections to organize your documents
- You upload documents to collections
- Documents are automatically processed and indexed
- AI agents search the knowledge base during calls
- Agents use retrieved information to answer questions
Knowledge retrieval uses semantic search, meaning the AI finds relevant information based on meaning, not just keyword matching.
Creating a Collection
Collections help you organize related documents:1
Navigate to Knowledge
Go to Dashboard → Knowledge and click New Collection.
2
Name Your Collection
Give it a descriptive name (e.g., “Product FAQs”, “Pricing Information”).
3
Add Description
Describe what this collection contains to help you stay organized.
4
Configure Settings
- Enable for Campaigns: Allow AI agents to use this collection
- Public/Private: Control visibility
5
Save
Click Create to save the collection.
Collection Categories
Organize collections by type:| Category | Use For |
|---|---|
| Product Specification | Product details, features, specs |
| FAQ | Frequently asked questions |
| Legal | Terms, policies, compliance info |
| Training Material | Internal guides and procedures |
| Pricing | Pricing sheets, discounts, packages |
| General | Miscellaneous documents |
Uploading Documents
1
Open a Collection
Click on a collection to view its contents.
2
Click Upload
Click the Upload Documents button.
3
Select Files
Choose one or more files from your computer.
4
Wait for Processing
Documents are automatically processed in the background.
Supported Formats
| Format | Extension | Max Size |
|---|---|---|
.pdf | 50 MB | |
| Word | .doc, .docx | 50 MB |
| Text | .txt | 50 MB |
| Markdown | .md | 50 MB |
Document Processing
When you upload a document, EolasFlow automatically:- Extracts text from the document
- Chunks content into smaller pieces for better retrieval
- Creates embeddings (vector representations for semantic search)
- Indexes the content for fast retrieval
Processing Status
| Status | Meaning |
|---|---|
| Pending | Waiting to be processed |
| Processing | Currently being analyzed |
| Completed | Ready for use |
| Failed | Processing error (check format) |
Processing typically completes within a few seconds for most documents.
Using Knowledge in Campaigns
To give an AI agent access to your knowledge:- Go to Dashboard → Campaigns
- Edit or create a campaign
- In Knowledge Base settings, select the collections to include
- Save the campaign
Managing Collections
Edit a Collection
- Click on the collection
- Click Edit
- Update name, description, or settings
- Save changes
Delete a Collection
- Open the collection
- Click Delete
- Confirm deletion
View Collection Stats
Each collection shows:- Document Count - Number of uploaded files
- Total Size - Storage used
- Views - How often accessed
- Agent References - Times used by AI agents
Document Management
View Document Details
Click on any document to see:- File name and size
- Upload date
- Processing status
- Number of chunks created
Delete a Document
- Open the collection
- Find the document
- Click the delete icon
- Confirm deletion
Best Practices
Example Use Cases
| Industry | Knowledge Collections |
|---|---|
| SaaS | Product docs, pricing, integrations, FAQs |
| Healthcare | Services, insurance info, appointment policies |
| Real Estate | Property listings, financing options, process guides |
| E-commerce | Product catalogs, shipping policies, returns |
Semantic Search
Your AI agent uses semantic search, which means:- Meaning-based: Finds content by meaning, not just keywords
- Context-aware: Understands the context of questions
- Fuzzy matching: Handles synonyms and related terms