How to Set Up a Knowledge Base for Your AI Voice Agent in Dialora

A Knowledge Base is the digital brain of your AI agent. It contains everything the agent needs to know about your business , from services offered to company policies , so it can answer customer questions accurately and confidently. If your AI agent is going to represent your business on the phone, it needs to be equipped with the right information. That’s what a Knowledge Base is for.

Why It Matters

Helps your AI agent respond accurately to customer questions
Enables better lead qualification, appointment booking, and support handling
Keeps your AI aligned with your business goals, tone, and expertise

Prerequisites

Before you set up your Knowledge Base, make sure:

You’ve already created at least one voice agent
You’re logged into the Dialora Portal

If you haven’t set up your first voice agent yet, follow this Getting Started Guide →

Step-by-Step: Adding a Knowledge Base

Step 1: Go to the “Agents” Section

After logging into your Dialora dashboard, look at the left-hand sidebar
Click on the “Agents” tab , here you’ll see a list of all agents you’ve created

Step 2: Select the Agent You Want to Configure

Click on the specific agent you want to assign a Knowledge Base to
This opens the agent’s dashboard

Step 3: Go to the “Advanced” Settings Tab

You’ll see two tabs: Basic Settings and Advanced Settings
Click on Advanced

Step 4: Click “Upload Contacts”

Look for the “Knowledge & Extraction” section , this is where you can feed your agent the information it needs

Two Ways to Add a Knowledge Base

Option 1: Add a Website URL

Click on “Add Website”
A pop-up window will appear asking for:

The URL of your website or documentation page
A Name for this Knowledge Base (e.g., “Auto Repair Services KB”)
Click Submit

The AI will now be able to pull contextually relevant data from this site to respond to user queries.

Option 2: Upload a Document

If your knowledge is stored in a PDF file:

Click on “Upload Document” - Choose your file from your system (pricing sheet, SOPs, FAQs, etc.) - Give it a name and click Upload
The document will be parsed and used as a data source for your AI agent

Tip: What Makes a Great Knowledge Base?

Include documents or links that answer:

What services/products do you offer?
What are your pricing and timing policies?
What’s your refund, warranty, or cancellation process?
Are there FAQs about your industry or business?

The clearer the source, the smarter your agent becomes.

Next Step: Test It Out

Once your Knowledge Base is added, go back to your agent’s dashboard and test it using the preview feature to ask questions like:

“What services do you offer?”
“Do you provide same-day repair?”
“What’s your cancellation policy?”

You’ll see the AI agent respond using the knowledge you’ve just provided.