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Creating a knowledge base for AiVA AI agent

Learn how to create a knowledge base for your AI voice agent step by step.

In DialLink, you can create multiple knowledge bases, each containing documents, website content, or manually added text.

To learn more about supported content types, refer to the Knowledge bases for AiVA: Overview article.

Best practice for organizing a knowledge base

Before creating a knowledge base, take time to plan how it will be structured and used.

If you use multiple AI voice agents for different areas like sales, support, or a virtual receptionist, especially if you offer multiple products or services, avoid putting everything into one large knowledge base. Instead, break it into smaller, focused knowledge bases.

This approach makes it easier to manage and update content and helps you control exactly what each AI voice agent can access. It also improves answer quality, since agents rely on more relevant, targeted information instead of sorting through a large, mixed dataset.

As your business evolves, plan to review and update your knowledge bases regularly. Removing outdated information and refining answers ensures your AI agents stay accurate and helpful over time.

Creating a knowledge base for AiVA AI agent

Follow the steps below to create a knowledge base for your AI agent.

Step 1: Upload content

You can add content using one of the following methods:

Upload a file to a knowledge base

  1. Go to Settings

Desktop:

Open the Settings in desktop

Mobile:

Open the Settings in desktop

2. Navigate to Resources

Desktop:

Open Resources in desktop

Mobile:

Open Resources in mobile

3. Click Documents

Desktop:

Access Documents in desktop

Mobile:

Access Documents in the mobile app

4. Click Choose files, or drag and drop them into the area

Desktop:

Choose a file on desktop

Mobile:

Choose a file on mobile app

5. Wait until the upload is complete

Manually add text to a knowledge base

  1. In Settings, navigate to Resources

Desktop:

Open Resources in desktop

Mobile:

Open Resources in mobile

2. Click Text snippets

Desktop:

Open Text snippets desktop

Mobile:

Open Text snippets mobile

3. Click "+" or Add text snippets

Desktop:

Add text snippet desktop

Mobile:

Add text snippet mobile

4. Enter a name

Desktop:

Enter a name of text snippet - desktop

Mobile:

Enter a name of text snippet - mobile

5. Enter the text

Desktop:

Add a text of text snippet - desktop

Mobile:

Add a text of text snippet - mobile

6. Click Save

Find tips on how to write and structure a text for a knowledge base in the Best practices for writing a text for a knowledge base article.

Add a web page to a knowledge base

  1. In Settings, navigate to Resources

Desktop:

Open Resources in desktop

Mobile:

Open Resources in mobile

2. Click Web pages

Desktop:

Open web page on desktop

Mobile:

Open web page on mobile

3. Click "+" or Add web page

Desktop:

Add a web page desktop

Mobile:

Add a web page mobile

4. Select Enter a web address

Desktop:

Enter a web address desktop

Mobile:

Enter a web address mobile

5. Paste the URL

Desktop:

Paste URL desktop

Mobile:

Paste URL mobile

6. Click Add

You can also pick a web page from the sitemap:

  1. In Settings, navigate to Resources

Desktop:

Open Resources in desktop

Mobile:

Open Resources in mobile

2. Click Web pages

Desktop:

Open web page on desktop

Mobile:

Open web page on mobile

3. Click "+"

Desktop:

Add a web page desktop

Mobile:

Add a web page mobile

4. Select Pick from a site map

Desktop:

Add a website desktop

Mobile:

Add a website mobile

5. Select a web page

Desktop:

6. Click Add pages

Add a sitemap to a knowledge base

  1. In Settings, navigate to Resources

Desktop:

Open Resources in desktop

Mobile:

Open Resources in mobile

2. Click Site maps

Desktop:

Click Site maps desktop

Mobile:

Click Site maps mobile

3. Click "+" or Crawl a site

Desktop:

Click Crawl a site desktop

Mobile:

Click Crawl a site mobile

4. Enter a recognizable name for the website

Desktop:

Enter a name to crawl desktop

Mobile:

Enter a name to crawl mobile

5. Enter the URL

Desktop:

Enter URL to crawl desktop

Mobile:

Enter URL to crawl mobile

6. Specify how many link levels deep the crawler will follow

Desktop:

Add crawl depth desktop

Mobile:

Add crawl depth mobile

7. Set the maximum number of pages to crawl

Desktop:

Specify page limit desktop

Mobile:

Specify page limit mobile

8. Click Save

Ensure that content is successfully added

To confirm your content is ready for use, check the Status column in each content section. Each item should display Processed, indicating it has been successfully added.

Step 2: Create and add a content to a knowledge base

  1. In Settings, navigate to AI settings

Desktop:

Open AI settings desktop

Mobile:

Open AI settings mobile

2. Click Knowledge bases

Desktop:

Click Knowledge base desktop

Mobile:

Click Knowledge base mobile

3. Click "+"

Desktop:

Add a knowledge base desktop

Mobile:

Create a knowledge base - mobile

4. Enter a name

Desktop:

Add name to knowledge base desktop

Mobile:

Name a knowledge based - mobile

5. Scroll down to Resources

Desktop:

Resources section desktop

Mobile:

Resources section mobile

6. Click + Attach resource

Desktop:

Attach resource desktop

Mobile:

7. Select the resource you want to add

Repeat as many times as needed to build out your knowledge base.

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