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AI agent knowledge baseAn AI agent that knows your business as well as your best employee.
Give your AI voice and SMS agents your website, your policies, your price lists and the answers only your team knows. They answer callers from that — accurately, consistently, and in step with every change you make.
What your agent knows
- yourcompany.comWebsite pages · synced on a schedule
- Returns-policy.pdfUploaded file · PDF, DOCX or TXT
- Holiday hours & pricing notesWritten in the editor
How do you train an AI phone agent?
You train an AI phone agent by giving it a knowledge base: the web pages, documents and written answers it should use, plus instructions on what to ask and when to hand off. In TalkerIQ you add website URLs, upload PDF, DOCX or TXT files, or write notes, attach them to any agent and test answers in a playground first.
- Sources
- Website URLs, PDF, DOCX, TXT, written notes
- Shared across
- Voice agents, receptionist, website widget, SMS agent
- Website sync
- Scheduled, e.g. daily or weekly
- Testing
- Playground shows which content each answer used
- Pricing
- Knowledge bases included by plan; extras $15/mo each
Sound familiar?
We changed our returns policy in March. In June, people on the phones were still quoting the old one.
Customers don't mind who answers. They mind getting a wrong answer — or a different one depending on who picked up.
The answers live in a few people's heads
When they're out, busy or gone, callers get "I'll have to check and call you back".
Information is scattered
Pricing in one PDF, policies in another, hours on the website, exceptions in someone's inbox.
Updates never reach everyone
You change a price or a policy and some callers hear the old version for months.
Generic AI makes things up
An agent that doesn't know your business either guesses or deflects. Neither builds trust.
How it works
From your documents to a confident answer: how do you train an AI agent on your business?
Four steps in the TalkerIQ dashboard — then every agent you attach it to answers from the same source of truth.
Create a knowledge base
Go to Knowledge Base, click Add New and choose a source: website URLs, file uploads, or text you write yourself.
Your team · setupAttach it to your agents
In the agent editor, select one knowledge base or several. Every agent can share the same one.
Your teamTest the answers
Ask questions in the testing playground, see which content the agent drew on, and tune it before going live.
Your teamCallers get it right
On live calls and texts, the agent retrieves the relevant content quickly and answers in its own words.
AI agentIt stays current
Scheduled syncing picks up website changes; re-upload a document when a policy or price changes.
Automatic
Add & share
Use what you already have — in every agent.
Point it at your website and it pulls in the content automatically, one page or many. Upload the policies, product sheets and manuals you already keep, then write the bits that aren't written anywhere. Link the same knowledge base to your AI voice agent, AI receptionist, website voice widget and SMS agent, so there's one place to update.
- Website URLs — single pages or a full site crawl
- File upload — PDF, DOCX, TXT and other text-based formats, plus direct text in the editor
- Multi-agent use — one knowledge base for many agents, or several per agent
One source of truth · every agent
- Inbound voice agent
- AI receptionist
- Website widget
- AI SMS agent
Test & maintain
Check the answers before your customers do: how do you know the AI is right?
Ask the agent anything in the testing playground and see exactly which parts of the knowledge base it used. When something's off, fix the source and test again. After launch, scheduled website syncing — daily or weekly — keeps answers fresh.
- Testing playground shows which content each answer used
- Periodic website sync; you control when files and notes change
- Conflict handling that favours the most recent, most relevant source
Testing playground
Compare
Knowledge base, fixed script or generic AI: where should answers come from?
A knowledge base for AI agents is what keeps answers specific to your business.
| Fixed script | Generic AI, no knowledge base | TalkerIQ AI agent knowledge base | |
|---|---|---|---|
| Where answers come from | Lines someone wrote in advance | General training data | Your website, documents and notes |
| Off-script questions | Can't answer | May guess or deflect | Answered if the content exists; handed off if not |
| Keeping it current | Rewrite the script | Not possible | Edit one source; website syncs on a schedule |
| Same answer on every channel | Only if copied everywhere | No | Yes — phone, web widget and SMS share it |
| Checking it before launch | Read the script | Hard to predict | Playground shows which content each answer used |
A policy change
What happens when your policy changes?
An online furniture store updates its returns window. Names are illustrative.
- The policy changes
Operations lead Grace changes the returns window on the website's returns page and uploads the new warranty PDF.
- Tested in the playground
She asks the agent "Can I return a sofa after 40 days?" and sees it answer from the new PDF, not the old page.
- A customer calls
A caller asks about returning a dining table. The AI voice agent quotes the new policy and texts a link to the returns form.
- An edge case
The table was a custom order, which isn't covered in the knowledge base, so the agent warm-transfers to the support team with a summary.
- Nightly sync
The scheduled website sync picks up a typo fix on the returns page. Every attached agent uses it from then on. See ecommerce phone systems.
What changes
What teams notice once the AI knows the business.
answer, every time
Every caller hears the same, current answer — whichever agent or channel they reach.
of AI calls resolved without a human
Agents that know your business finish the call instead of deflecting it.
repeat questions for your team
The everyday questions are answered before they ever reach a person.
to roll out a change
Update one source and every attached agent uses it.
What's included
Everything in the knowledge base.
Web page integration
Pull in content automatically from one page or many — no copy and paste.
Document upload
PDFs, Word documents, TXT and other text formats: policies, product sheets, manuals.
Custom content
Write FAQs, procedures and messaging guidance directly in the editor.
Multi-agent use
Share one knowledge base across agents for consistency and less duplication.
Auto-sync
Periodic syncing (daily, weekly) keeps imported website content up to date.
Fast retrieval
Optimised to fetch relevant knowledge quickly, so callers don't wait.
Testing playground
Preview answers and see which content was used before deploying.
Secure & permissioned
Encryption in transit and at rest, with role-based access to sensitive content.
Behind the scenes
Customers hear answers, never raw documents or internal pages.
People and AI, one phone system
Your team writes it down once. The AI repeats it accurately.
When the answer isn't in the knowledge base, the agent hands off with a call transfer instead of guessing, and the gaps show up in call sentiment analysis. Knowledge bases are included by plan — see TalkerIQ pricing.
Owns the knowledge and the judgement calls
- Decides what the agents know and how it's phrased
- Gets the questions the knowledge base can't answer, with context
- Uses the same knowledge for onboarding and internal training
Answers from it on every call and text
- Retrieves the right content in the moment
- Gives the same answer on phone, web and SMS
- Hands off when the answer isn't in the knowledge base
AI qualifies · your team closes
- Name
- Priya N.
- Need
- 40 seats
- When
- Next month
- Score
- Hot
FAQ
Knowledge base questions
Still unsure? Talk to our team.
Reviewed by the TalkerIQ product team · Updated
What document formats are supported?
You can upload common document types such as PDF, DOCX and TXT, plus other text-based formats. If you're unsure about a format, get in touch and we'll check.
Can one knowledge base be used by more than one agent?
Yes. You can link the same knowledge base to multiple agents so every agent shares the same core reference material, and an agent can use several knowledge bases.
How often is knowledge updated from my website?
If you import website pages, you can enable periodic syncing (daily, weekly and so on) so changes on your site reflect in the knowledge base. For uploaded documents and written content, you control when updates happen.
Will a knowledge base slow down responses?
No. Retrieval is optimised so the agent can access relevant content quickly. Very large knowledge bases may add a small overhead, but responses generally stay fast.
What happens if my sources conflict?
The system uses fallback rules such as recency and source ranking to favour the most relevant content. Keeping source content clear minimises conflicts, and the testing playground shows which content an answer used.
Is sensitive content secure, and can customers see it?
Knowledge bases are encrypted in transit and at rest, and access is governed by permissions. The content works behind the scenes: customers hear answers, never raw documents or internal pages. Storage limits depend on your plan.
What is RAG for phone agents?
RAG (retrieval-augmented generation) means the AI looks up relevant passages from your own content before it answers, instead of relying only on what the model already knows. TalkerIQ AI agents use your knowledge base this way on live calls and texts, which keeps answers specific to your business and lets you see which content was used.
What should I put in an AI agent knowledge base?
Start with what callers ask most: hours, locations, services and prices, policies such as returns or cancellations, booking rules and common troubleshooting. Add the unwritten answers your best people give, in plain sentences. Leave out anything the agent should never say, and test the top questions in the playground before going live.
Keep exploring
See your AI agent answer from your own docs.
Book a 30-minute walkthrough. Send us a few pages and documents beforehand and we'll show the agent answering from them.