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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

  1. GET /api/v1/companies / GET /api/v1/knowledge-bases/documents to pick ids
  2. POST or PATCH /api/v1/inbound-agents with companyId and selectedKnowledgebases: ["fileId", …]
  3. Confirm on GET /api/v1/inbound-agents/{id} (companyId + selectedKnowledgebases in the response)
See Upload document and Healthcare HMS integration.