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Knowledge base content is stored per organization and is automatically available to all of your agents. Use it for product details, policies, pricing, and anything else your agents should know.
1

Open the knowledge base

From the dashboard, go to /knowledge-base and click Add knowledge.
2

Choose a source type

In the dialog, pick a tab:
  • Text — paste content directly. Give it a Title and Content.
  • URL — add a web page by its address; 8call fetches and indexes the content.
  • Document — upload a file (.pdf, .txt, .doc, .docx, .csv, .json, .html). Drag and drop or choose a file.
The item appears in the list with a status of Pending → Processing → Completed.
3

Wait for processing

Items are indexed in the background. Once a row shows Completed, that content is available to your agents.
4

Manage items

Use the search box and type filter (Documents / URLs) to find items. For URL items, the row menu offers Refetch URL to re-index updated pages. Select rows to bulk delete.

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Troubleshooting

Indexing runs in the background and large files take longer. Refresh after a minute. If a row shows Failed, delete it and re-add the source.
That URL is already in your knowledge base. Use Refetch URL from the row menu to refresh it instead of adding it again.
Only .pdf, .txt, .doc, .docx, .csv, .json, and .html files are accepted. Convert other formats before uploading.
Confirm the item status is Completed. Knowledge applies to new calls, and the agent draws on it when a question is relevant.