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Why Knowledgebase

This helps you preserve structured data, such as FAQs, documents, and external sources, that are already curated in your current setup.

This feature is only available for Agency users, not for client app users.

Make sure to enable Agency View from the footer of the client account menu to access this functionality.

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Retell AI – Knowledge Base Import

What You Can Import

Knowledge Base folders along with associated content — Files (PDF, DOCX, etc.), URLs, and Text Snippets.

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Steps to Import from Retell AI

  • Go to Knowledge Base Tab
    • Navigate to the Knowledge Base section inside the client account.
  • Click “Import.”
    • Click the Import button at the top right.
  • Select Folder (Group)
    • Choose the existing folder (group) you want to import.
  • Complete the Import
    • Confirm the import to bring in all associated files, URLs, and text snippets.

You can also create a new folder by clicking “Add” while in Agency View..

Client-Side Access 

Your client can also log in and add New Files, URLs, and Text entries directly from their account under the Knowledge Base tab.

Creating or importing a knowledge base is optional.

  • If your client uploads a file, adds a URL, or inputs text, the system will automatically create a knowledge base folder using the client account name and link it.
  • Use the import option only if you want to assign an existing folder or link multiple folders to the client account.

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Vapi – Knowledge Base Import

What You Can Import

Files only (No support for URLs or text snippets).

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Steps to Import from Vapi

  1. Go to Knowledge Base Tab
    • Inside the client account, navigate to Knowledge Base.
  2. Click “Import from Vapi.”
    • The system will fetch available files.
  3. Select and Import Files
    • Choose the files you want to bring into the workspace.
    • Click Import to add them to your agent’s knowledge base.

Client-Side Access

Your client can log in and upload additional files as needed via the Knowledge Base interface.

Final Notes

  • Only the Agency user can perform the import operation.
  • All imported content becomes available for use in agent configuration and responses.
  • Make sure to assign imported folders or files to the relevant agent under Agent Settings > Knowledge Base.