Knowledge Base

The Knowledge Base is a secure lookup system that allows your voice agents to access relevant business answers during active calls. Instead of stuffing menus, policies, or long guidelines directly into your agent’s system prompt instructions, you can upload sources separately and link them to your agent.

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Creating a Knowledge Source

1. Navigate to the Knowledge Base tab in your dashboard.
2. Click Add Source.
3. Choose one of the three ingestion methods:

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Method 1: Upload Document

Select this option to upload pre-existing documents:

• Supported Formats: .txt, .pdf, and .docx files.
• Size Limits: Large files are parsed and segmented automatically.

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Method 2: Connect Website

Select this option to scrape public content from a web page:

• Website URL: Enter the public link (e.g. https://yourdomain.com/faq). Roostrr will parse the visible text content from the page.

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Method 3: Add Plain Text

Select this option to write rules or FAQs directly in the dashboard:

• Snippet Title: A label for the text (e.g., “Operating Hours”).
• Content: Paste or write your plain text. Recommended for direct question-and-answer lists.

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Linking to Your Voice Agent

To make your uploaded knowledge source available to an agent:

1. Go to Voice Agents and click Edit on your agent.
2. Under the Knowledge Base card settings, click the dropdown and select your created source.
3. Toggle the Enable Retrieval switch to ON.
4. Save the agent. Your agent will now automatically refer to the document contents to answer user questions mid-call.