The knowledge base is where you define the information your AI voice assistant uses during calls. It includes your business details, service offerings, scheduling rules, and custom agent configurations. Changes you make here are deployed to your live assistant.
Navigate to Configure → Knowledge Base in the dashboard sidebar to access this feature.
Overview
The knowledge base page displays all of your voice assistant configurations. Each assistant configuration includes:
- Business information and service details
- Scheduling and availability rules
- Agent behavior settings (transfer options, additional questions, action configs)
- Deployment status and version history
If your team has multiple voice assistants, each one has its own configuration entry.
Editing your knowledge base
Open the knowledge base
Go to Configure → Knowledge Base in the dashboard sidebar.
Select a configuration
Click on the assistant configuration you want to edit. The editor opens with all sections expanded.
Make your changes
Update the relevant sections — business information, scheduling, agent variables, or other fields. Changes are saved as a draft until you deploy.
Deploy your changes
Click Deploy to push your changes live. The deployment process validates your configuration before applying it.
Key sections
Define your company name, address, service areas, operating hours, and other details your assistant references during calls.
Scheduling
Configure booking windows, appointment types, and availability rules that your assistant uses to schedule jobs. You can set schedules per day of the week with specific time slots.
Agent configuration
Customize how your assistant behaves during calls:
| Setting | Description |
|---|
| Transfer options | Define when and where the assistant should transfer calls. |
| Additional questions | Add custom questions the assistant asks during calls. |
| Action configuration | Control what actions the assistant can take (e.g., booking, creating customers). |
| Toggle settings | Enable or disable specific behaviors like emergency handling or fee collection. |
Emergency guidance
Define what constitutes an emergency for your business and how the assistant should handle emergency calls.
Version history
Every deployment creates a version snapshot. You can view previous versions and restore an earlier configuration if needed.
Open version history
Click the version history button on your configuration.
Review versions
Browse previous deployments with timestamps showing when each version was deployed.
Restore a version
Select a previous version and click Restore to revert your configuration to that state. You still need to deploy after restoring.
Creating a new assistant
If your team uses multiple voice assistants, you can create additional configurations from the knowledge base page.
Click Create
Click the create button on the knowledge base page.
Configure the assistant
Provide the assistant name and configure its knowledge base sections.
Deploy
Deploy the new configuration to make it live.
After making changes, use the Validate step during deployment to catch any configuration issues before they go live.
