Assigning documents allows you to tailor the information available to each voice agent. By selecting relevant documents, you ensure the agent has access to the specific knowledge it needs to handle particular tasks or answer specific types of questions accurately.
Document assignment is managed within the configuration settings of each individual AI Voice Agent.
This tab lists all available documents from your central Knowledge Base repository.
In the agent's 'Knowledge Base' tab, you'll see a list of documents, each with a checkbox:
You can use the search and sort options within this tab to find documents easily. After making your selections, remember to save the agent's configuration for the changes to take effect.
Only the documents explicitly assigned (checked) in the agent's Knowledge Base tab will be used by that agent during calls when accessing its knowledge resources. Documents left unassigned will not be consulted by that particular agent.
If you update a document's content in the main Knowledge Base section, the agent will automatically use the updated version as long as the document remains assigned to it.