How to view and manage the Knowledge Base on Dial.Plus

Once you’ve added knowledge to Dial.Plus, you can easily access, review, and manage it anytime.
This ensures your AI Voice Agents always reference the most accurate and up-to-date information during customer interactions.

You can view all knowledge across your account or focus on knowledge assigned to a specific agent.

Viewing All Knowledge in your account

  1. Log in to your Dial.Plus account.
  2. From the main menu, select Knowledge Base.
  3. You’ll see an overview of all the added knowledge.
  4. Click any knowledge entry to view its details:
    • Type (URL, file, text)
    • Size
    • Creation date
    • Content preview
    • Assigned agent(s) - only if the agent is assigned

Viewing Knowledge for a Specific Agent

  1. Log in to your Dial.Plus account.
  2. Go to the Agents tab.
  3. Select the agent you want to review.
  4. Open the Knowledge sub-tab.
  5. Click the Eye icon to view details of a knowledge entry.

    Note: If you wish to permanently delete outdated or incorrect knowledge, click the Trash icon. 

Why Regular Review Matters

By keeping your knowledge base current, you can ensure:

  • Your AI agents are giving correct, consistent answers
  • Outdated or irrelevant information can be removed
  • You maintain control over what your agents know and say

Regularly reviewing your knowledge base is a best practice, especially as your products, services, or policies evolve.

Need help organizing your knowledge base or deciding what to update? Visit our guide on how to structure effective AI knowledge or contact our support team.

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