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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 Removing outdated information and refining answers ensures your AI agents stay accurate and helpful over time.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: Access the knowledge base library

  1. Go to Settings

Desktop:

Open the Settings button in the web portal

Mobile:

Open the Settings in the mobile app

2. Navigate to AI settings

3. Open Knowledge bases

Desktop:

Open knowledge bases - desktop

Mobile:

Open knowledge bases - mobile

Step 2: Create a new knowledge base

In the Knowledge base section:

  1. Click + in the top-right corner to create a new base

Desktop:

Create a knowledge base - desktop

Mobile:

Create a knowledge base - mobile

2. Enter the knowledge base name. For example, “Pricing FAQ”

Desktop:

Name a knowledge based - desktop

Mobile:

Name a knowledge based - mobile

3. Click Save

Desktop:

Save a knowledge based - desktop

Mobile:

Save a knowledge based - mobile

Step 3: Add content to a knowledge base

You can add content using one of the following methods:

Upload a file to a knowledge base

In the Document section:

  1. Click on Add document

Desktop:

Add a document - desktop

Mobile:

Add a document - mobile

2. Select Upload files

Desktop:

Upload a file - desktop

Mobile:

Upload a file - mobile

3. Choose files to upload

4. Click Upload

5. Wait until the upload is complete

Add a URL to a knowledge base

In the Document section:

  1. Click on Add document

Desktop:

Add a document - desktop

Mobile:

Add a document - mobile

2. Select Add URL

Desktop:

Add URL - desktop

Mobile:

Add URL - mobile

3. Enter a URL address

Desktop:

Enter URL - desktop

Mobile:

Enter URL - mobile

4. Click Load site map

Desktop:

Load site map - desktop

Mobile:

Load site map - mobile

Note: Processing a website may take some time. Wait until the system finishes adding the content.

Manually add text to a knowledge base

In the Document section:

  1. Click on Add document

Desktop:

Add a document - desktop

Mobile:

Add a document - mobile

2. Select Add text

Desktop:

Add a text - desktop

Mobile:

Add a text - mobile

3. Enter a page name

Desktop:

Add a text - desktop

Mobile:

Add a text - mobile

4. Write or paste content directly into the editor

Desktop:

Add a text - desktop

Mobile:

Add a text - mobile

5. Click Save

Desktop:

Add a text - desktop

Mobile:

Add a text - mobile

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.

Step 4: Ensure that content is successfully added

To ensure your content is ready for use, check the Status column.

Each item should display Processed, indicating it has been successfully added and is available to the AI agent.

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