Information changes over time. Updating documents ensures that your voice agents provide the most accurate and relevant information based on the latest procedures, policies, or product details. Outdated information can lead to incorrect responses and user frustration.

The system does not offer an 'edit content in place' or a direct 'replace file' feature for uploaded documents. Updates are handled by removing the existing file and adding the new version.

Workflow: The standard process is to delete the old document from the Knowledge Base and then upload the new version using the standard upload process.

Follow this workflow to update a document within the Knowledge Base:

1. Identify the Outdated Document: Locate the document you need to update in the main Knowledge Base 'Documents' list.
2. Prepare the New Version: Ensure your updated document is ready and saved in a supported format (.docx, .txt, .md).
3. Delete the Old Document: Use the 'Delete' (trash can) action for the outdated document in the list. Confirm the deletion. This will also remove it from any voice agents it was assigned to.
4. Upload the New Document: Use the 'Upload' tab/area within the Knowledge Base section to add the new version of your file.
5. Re-assign to Agents: Navigate to the configuration page for each voice agent that needs access to this updated information. Go to their 'Knowledge Base' tab and check the box for the newly uploaded document to assign it. Save the agent configuration.

The newly uploaded and assigned document will then be used by the configured voice agents.

• File Naming: Consider using consistent naming conventions, perhaps including version numbers or dates (e.g., 'Procedure_v2.docx'). While you can edit the *title* after upload, the original filename might be helpful for reference.
• Agent Assignment is Key: Remember that uploading the new document isn't enough; you must explicitly assign it to the relevant agents for them to use the updated content.
• Backup: It's always good practice to keep backups of important documents outside the platform.