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Why Assign Documents?

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.

  • Relevance: Provide only the necessary information, preventing the agent from accessing irrelevant or outdated data.
  • Accuracy: Ensure agents use approved and up-to-date documentation for their responses.
  • Specialization: Allow different agents to specialize by giving them access to distinct sets of documents (e.g., one agent handles sales FAQs, another handles technical support guides).

Where to Assign Documents

Document assignment is managed within the configuration settings of each individual AI Voice Agent.

  1. Navigate to the 'Voice Agents' section in your AlloMia dashboard.
  2. Select the specific agent you want to configure.
  3. Within the agent's settings, go to the 'Knowledge Base' tab.

This tab lists all available documents from your central Knowledge Base repository.

How to Assign/Unassign Documents

In the agent's 'Knowledge Base' tab, you'll see a list of documents, each with a checkbox:

  • To Assign: Check the box next to each document you want this specific agent to be able to access.
  • To Unassign: Uncheck the box next to any document you want to remove access to for this agent.

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.

Impact of Assignment

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.