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Knowledge items are only useful when they are connected to an assistant. Until you link a knowledge item, your assistant has no way to access that information during calls. This article walks you through the process of attaching and removing knowledge from your assistants.

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Why Linking Matters

When a caller asks your AI assistant a question — like your business hours, service pricing, or coverage area — the assistant searches through the knowledge items you have linked to it. If the information is in a linked item, the assistant can answer accurately. If no knowledge is linked, or the answer is not in any linked item, the assistant can only rely on its general instructions. Think of it this way: adding knowledge items to your knowledge base is like putting books on a shelf. Linking them to an assistant is like handing those books to the assistant and saying, “Use these to answer questions.”

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Linking Knowledge from the Assistant Detail Page

The most common way to link knowledge is from your assistant’s detail page.

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If your assistant already has knowledge linked

  1. Go to Assistants in your dashboard sidebar
  2. Click on the assistant you want to update
  3. Scroll down to the Knowledge section (it is collapsible — click to expand if needed)
  4. Click the Add button in the top-right corner of the Knowledge section

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If your assistant has no knowledge linked yet

  1. Open the assistant’s detail page
  2. Scroll to the Knowledge section
  3. You will see a message: “No knowledge attached” with an explanation that you can attach websites, documents, or text content
  4. Click the Add Knowledge button

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The Select Knowledge Panel

After clicking Add or Add Knowledge, a side panel opens titled Select Knowledge. This panel shows all knowledge items in your organization and lets you choose which ones this assistant should use. Each item in the list shows:
  • Checkbox — Check or uncheck to select or deselect the item
  • Title — The name of the knowledge item
  • Type icon and badge — Website, PDF, or Text
  • System badge — Appears on items that VozAgent created automatically
  • Status badge — Shows “Processing” or “Error” if the item is not yet ready
  • Date added — When the item was created
  1. Check the boxes next to the items you want this assistant to use
  2. Items that are already linked will be pre-checked
  3. Click Save at the bottom of the panel
The Save button shows the count of selected items (e.g., “Save (3)”) so you can see at a glance how many items will be linked. It also shows “Saving…” while the update is in progress. Simply uncheck any previously checked items and click Save. VozAgent will add newly checked items and remove unchecked ones in a single operation. A confirmation toast will appear showing the result (e.g., “Knowledge updated: 2 added, 1 removed”).

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Unlinking a Single Item

You can also remove individual knowledge items directly from the assistant’s Knowledge section without opening the Select Knowledge panel:
  1. Go to the assistant’s detail page
  2. In the Knowledge section, find the item you want to remove
  3. Click the X button on the right side of the item row
The item is unlinked immediately. A toast confirms: “Knowledge removed from assistant.” This does not delete the knowledge item — it only removes the connection to this specific assistant. The item remains in your knowledge base and can be linked to other assistants.

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If You Have No Knowledge Items Yet

If your organization has not created any knowledge items, clicking Add Knowledge on the assistant page will take you to the Knowledge page so you can create your first item. Once you have added at least one item, you can come back to the assistant and link it. In the Select Knowledge panel, if there are no items available, you will see:
  • A message: “No knowledge available”
  • An explanation: “You haven’t created any knowledge resources yet.”
  • A Go to Knowledge button that takes you to the Knowledge page

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Linking During Assistant Creation

Knowledge can also be linked during the assistant creation process. When you set up a new assistant, VozAgent may automatically link certain items:
  • System knowledge items (like your auto-generated website KB and business profile KB) are linked automatically when you create a new assistant
  • You can add additional items after creation from the assistant’s detail page
For more on auto-generated knowledge, see Automatic Website Knowledge.

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Checking Which Assistants Use a Knowledge Item

Each knowledge item on the Knowledge page shows how many assistants it is connected to (e.g., “0 assistants”, “1 assistant”, “3 assistants”). This helps you understand which items are actively in use and which ones are sitting unused.

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Tips for Effective Knowledge Linking

  • Link relevant items only — Do not link every knowledge item to every assistant. If you have separate assistants for different services, link only the knowledge relevant to each one.
  • Check for processing status — Items with a “Processing” or “Error” status cannot be effectively used by your assistant. Make sure items are fully processed before relying on them.
  • Review after changes — When you add or remove knowledge, test your assistant with a sample call to make sure it responds correctly.
  • System items are usually helpful — The auto-generated Business KB and Website KB items contain foundational information about your business. It is usually a good idea to keep these linked to all your assistants.