Knowledge
Upload the documents your agent should answer from, and add them to the steps that need them.
A knowledge base document is a file your organization owns, such as a price list, a policy or a product manual. A step can look things up in it during a conversation, on calls and in chat. Use it instead of pasting long or often-changing content into a prompt.
Uploading a document
Documents live on the Files page, on the Knowledge base tab. Select Upload Document.
- Formats: PDF, Word (
.doc,.docx), plain text (.txt) and Markdown (.md). - Size: up to 5 MB per file.
Then choose How should the agent use this document?
- Full Document gives the agent the whole file on every lookup. Best for short reference material such as menus, price lists and FAQs.
- Chunked Search splits the file into parts and gives the agent only the most relevant ones. Better for long documents such as manuals or policies.
Duplicates are found by content, not by file name. The second upload is marked Failed with a message naming the file it duplicates. Delete the older copy first if you meant to replace it.
Processing
After upload the file is read and, for Chunked Search, split and indexed. How long that takes depends on the file. The list shows each document's status (Pending, Processing, Completed or Failed), and a document is only usable once it is Completed.
Using a document
Open a step, go to Tools & documents, and add the document under Knowledge Base Documents. The agent then looks things up in it while it is on that step.
Add documents only to the steps that need them. A step that can reach four unrelated manuals will eventually answer from the wrong one.
Next steps
Common questions
What is Woise?
Woise lets you build AI agents that answer and make phone calls and chat on your website. You lay out the conversation on a visual canvas, try it in your browser, then connect it to a phone number.
Do I need a phone number to start?
No. You can build and test an agent in the browser without one. When you are ready, connect a phone number and choose which agent answers it.
How does billing work?
You pay for the minutes your agents use, from your credit balance. There are no seat fees and no per-agent fees, so an agent that is not taking calls costs nothing.
Which languages can an agent speak?
Agents can listen and speak in more than 40 languages, including English, Spanish, Hindi, Tamil and Arabic. You pick the language and the voice for each agent.
Can an agent connect to my CRM or calendar?
Yes. An agent can look things up and make changes in 26 apps, such as Salesforce, HubSpot, Google Calendar, Slack and WhatsApp, during the call. You connect each app once.
Do I need engineers to build an agent?
No. Everything is built in a visual editor, so you can create and change an agent without writing code. If your team prefers code, there is also a REST API and an MCP server.
What happens to call recordings and transcripts?
Every call keeps a transcript and its outcome, and audio is only recorded if you turn it on. Only people in your account can see your calls, and your account lives in the region you chose when you signed up.
What do I have to set up or run?
None. We run the speech, the language models, the recordings and the phone connections, and scale them with your call volume. There is nothing for you to set up or keep running.
How do I reach the team?
Email contact@woise.ai, call or WhatsApp +91 83412 34080, or use the form on our contact page. A person reads every message.
Still stuck? Talk to our team.