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Company Knowledge Base

Train your AI agents with your company’s knowledge so they stay on-brand and accurate.

Features​

  • Company profile and brand voice – Define how your agents should sound and what they represent.
  • Product and service knowledge – Upload docs so agents can answer questions about your offerings.
  • Document upload and summarization – Add PDF, DOCX, TXT, or MD; the system can summarize for agent use.
  • Agent assignment and scope – Control which agents have access to which knowledge.
  • Custom instructions – Business-specific rules and response guidelines.
  • Team and achievements – Optional tracking for team members and milestones.

Supported formats​

  • PDF, DOCX (Word), TXT, Markdown
  • Typical limits: up to 10 files, 5 MB each (check the app for current limits)

Use the dashboard Company Knowledge (or equivalent) section to upload documents and assign them to agents. Workflow agents can use this knowledge when you assign them to an agent that has access to the knowledge base.