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Knowledge bases power agent answers during calls and messaging. You can manage documents via Public API v1 or the dashboard.

Public API (v1)

Requires scopes knowledge:read (list, metadata, billing preview) and knowledge:write (upload, delete). Request these when your API key is approved. Supported file types: PDF, Word, Excel, TXT (max 50MB). Security: v1 returns metadata only — no file bytes and no download URL. Live keys may debit credits on upload when billing is enabled; sandbox keys skip debit.

Linking to agents

After upload, attach documents to inbound agents or campaigns in the dashboard (or via a future inbound-agent PATCH). Store fileId and knowledgebaseId from the upload response for your records. See Upload document and Healthcare HMS integration.