Skip to main content
The knowledge base gives your agent access to information it can reference during calls — product details, FAQs, pricing, opening hours, and more.

​
How it works

  1. You upload documents (text or files)
  2. TalkPilot automatically splits them into chunks and creates vector embeddings
  3. During a call, when the agent needs information, it searches the knowledge base
  4. The most relevant chunks are included in the agent’s context
This is called RAG (Retrieval-Augmented Generation) — the agent retrieves relevant information and uses it to generate accurate answers.

​
Adding documents

​
Manual text

  1. Go to agent detail > Wissensdatenbank (Knowledge Base)
  2. Click Dokument hinzufuegen (Add Document)
  3. Enter a title and paste your text content
  4. Click Speichern (Save)
The document is immediately processed and available within seconds.

​
File upload

Upload files by dragging them into the upload area or clicking to browse.
FormatExtension
PDF.pdf
Word.docx
Excel.xlsx
PowerPoint.pptx
Files are automatically parsed, text-extracted, and indexed.

​
Document status

After uploading, documents go through a processing pipeline:
StatusMeaning
UploadingFile is being uploaded to storage
ProcessingText is being extracted, chunked, and embedded
ReadyDocument is available for agent search
FailedProcessing error — check the error message

​
Knowledge Base tool

For the agent to actually search the knowledge base during calls, a Knowledge Base tool must be configured:
  • Auto-activation: The tool is automatically enabled when the first document becomes ready
  • Auto-deactivation: The tool is automatically disabled when the last document is deleted
You can configure the tool’s behavior:
SettingDefaultDescription
Top K5Number of chunks to retrieve
Similarity threshold0.7Minimum relevance (0 = any, 1 = exact match)
Bridging sentence—What the agent says while searching (e.g., “Einen Moment…”)

​
Managing documents

  • Edit: Click on a manual text document to update its content. Editing triggers automatic re-processing.
  • Delete: Remove a document and all its chunks/embeddings.
Via API: You can create and manage text documents programmatically. File uploads are Dashboard-only. See Knowledge Base API.

​
Tips

  • Keep documents focused on one topic each — this improves search accuracy
  • Use clear, factual language — avoid ambiguous phrasing
  • Update documents when information changes (pricing, hours, etc.)
  • Check document status after upload to confirm successful processing