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A knowledge base gives your agent accurate reference material to draw from during calls. When a caller asks a question, the agent searches your uploaded content and uses what it finds to answer. Use it for FAQs, product details, pricing, service information, or anything specific to your business.

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Create a knowledge base

1

Open the Knowledge Base tab

Go to Agents in the navbar and click the Knowledge Base tab.
2

Create a new knowledge base

Click Create Knowledge Base. Enter a name and optional description, then confirm.
3

Add content

Click the knowledge base card to open the editor, then click Add Source.

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Content types

Upload a file from your computer. Supported formats: PDF, DOC, DOCX, TXT, CSV, JSON.Give the document a name and optional description. Wave Runner processes it automatically. Once the status shows ready, it is active and searchable.
Processing takes a few seconds to a couple of minutes depending on file size. The agent can only use a document once its status shows as ready.

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Attach a knowledge base to an agent

1

Open the agent

Go to Agents and click the agent you want to update.
2

Select the knowledge base

On the Model tab, find Knowledge Base in the Agent Settings panel. Select your knowledge base from the dropdown.
3

Save

Click Save. The agent uses the knowledge base on every call from that point on.
Each agent can use one knowledge base at a time. Combine all relevant documents into a single knowledge base if you need to cover multiple topics.

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Manage content

Hover over any source card to reveal edit and delete options. To update a document, click the edit icon and upload a replacement file. To remove a source, click delete. Wave Runner removes it immediately and the agent no longer retrieves it during calls. To delete an entire knowledge base, click Delete in the top-right corner of the editor.
Deleting a knowledge base that is attached to an agent leaves that agent without reference content. Update the Knowledge Base setting on each affected agent after deletion.

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Tips for better results

Shorter, clearly organized documents produce better results than large unstructured files. If you have a long PDF, split it into topic-specific sections.
A document named “Pricing — Enterprise Plan 2025” is easier for the agent to retrieve than “Document 3”. Names and descriptions inform when to use each source.
Remove or update outdated documents. Stale content causes the agent to give incorrect answers.
After setup, make a test call and ask questions a real caller would ask. If answers are vague or wrong, check that the document status is ready and that its content clearly covers the question.

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Next steps

Create an agent

Attach your knowledge base and configure all other agent settings.