- product or service details,
- pricing information,
- FAQs,
- policies,
- opening hours,
- process information,
- and other factual business content.
Important usage rule
The Knowledge Base is for factual reference only. All behavioural instructions, scripts, rules, and action logic should be placed in the prompt, not in the Knowledge Base. The prompt tells the agent how to behave.The Knowledge Base gives the agent facts to reference. If the same instructions are placed in both areas, the agent receives conflicting signals, which can reduce performance and make responses less reliable.
Best practice
Use the prompt for:- role and tone,
- conversation flow,
- objection handling,
- booking logic,
- transfer rules,
- and behavioural guidance.
- facts,
- reference material,
- business information,
- and answers the agent may need to retrieve during live calls.
