> ## Documentation Index
> Fetch the complete documentation index at: https://docs.tryorato.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Knowledge Base

## Overview

The **Knowledge Base** is a library of documents your AI Assistants can search and reference during live conversations. When a caller asks a question your assistant can't answer from its instructions alone, it looks up the relevant information in your uploaded documents and uses it in its response.

<Frame>
  <img src="https://mintcdn.com/oratoinc/p17B-McT_jBLUIPP/images/Knowledge-Base.png?fit=max&auto=format&n=p17B-McT_jBLUIPP&q=85&s=be138b20a2e0410500fc2fcd676ebcc6" alt="Knowledge Base" width="1517" height="683" data-path="images/Knowledge-Base.png" />
</Frame>

***

## Supported file types

<CardGroup cols={3}>
  <Card title="PDF" icon="file-pdf">
    Product docs, brochures, pricing sheets, compliance policies **up to 10MB**
  </Card>

  <Card title="TXT" icon="file-lines">
    Plain text FAQs, scripts, call guides, response templates **up to 10MB**
  </Card>

  <Card title="DOCX" icon="file-word">
    Word documents, SOPs, training material, company policies **up to 10MB**
  </Card>
</CardGroup>

<Note>
  The maximum file size is **10MB per document**. If your file is larger, split it into smaller, focused sections before uploading.
</Note>

***

## Uploading a document

<Steps>
  <Step title="Go to Knowledge Base">
    Click **Knowledge Base** in the left sidebar.
  </Step>

  <Step title="Upload your file">
    Either:

    * **Drag and drop** your file onto the upload area
    * **Click** the upload area to open a file picker and select your file

    Supported formats: PDF, TXT, DOCX  up to 10MB.
  </Step>

  <Step title="Wait for processing">
    After uploading, Orato processes your document, extracting and indexing its content. The status changes from `Processing` to `Ready`.

    <Info>
      Processing takes a few seconds to a minute, depending on file size. Your assistant can only use documents with a **Ready** status.
    </Info>
  </Step>

  <Step title="Attach to your assistant.">
    Go to **AI Assistants → Edit Assistant → Step 3 (Review)** and attach your document in the **Knowledge Base** section at the bottom.

    Only documents attached to a specific assistant are used during that assistant's conversations.
  </Step>
</Steps>

***

## Knowledge Base stats

| Stat                | What it means                                                                           |
| ------------------- | --------------------------------------------------------------------------------------- |
| **Total Documents** | All files uploaded to your Knowledge Base                                               |
| **Ready Documents** | Files fully processed and available to attach to assistants                             |
| **Total Tokens**    | The combined size of all documents in AI tokens reflects how much context is available. |

<Tip>
  Tokens reflect how much of your document the AI can hold in context at once. Focused, shorter documents work better than large, generic ones — the AI finds relevant sections faster.
</Tip>

***

## Document table

Each uploaded file shows:

| Column       | Description                            |
| ------------ | -------------------------------------- |
| **Name**     | Filename of the document               |
| **Type**     | PDF, TXT, or DOCX                      |
| **Size**     | File size in KB or MB                  |
| **Tokens**   | Number of AI tokens this document uses |
| **Status**   | `Processing` or `Ready`                |
| **Uploaded** | Date the file was added                |
| **Actions**  | Delete the document                    |

***

## What to upload

<AccordionGroup>
  <Accordion title="Product or service information">
    Features, specifications, how things work, what's included in each plan. Your assistant can answer product questions accurately instead of making things up.
  </Accordion>

  <Accordion title="Pricing documents">
    Pricing sheets, package comparisons, discount structures. Your assistant quotes accurate prices on sales calls.
  </Accordion>

  <Accordion title="FAQs">
    Your most common customer questions and their answers. Upload as a TXT or DOCX with clear question/answer structure.
  </Accordion>

  <Accordion title="Policies and procedures">
    Return policies, SLAs, onboarding processes, compliance requirements — anything that needs to be answered accurately and consistently.
  </Accordion>

  <Accordion title="Call scripts and talk tracks">
    Proven sales scripts, objection-handling guides, or closing frameworks. Your assistant uses them as reference to stay on message during calls.
  </Accordion>
</AccordionGroup>

***

## Best practices

<Tip>
  **Keep documents focused.** A 2-page product FAQ works better than a 50-page company handbook. The more targeted the content, the more accurately your assistant retrieves the right information.
</Tip>

<Tip>
  **Use clear headings.** Documents with section headings (H1, H2) are easier for the AI to navigate. Use headings like *"Pricing"*, *"Refund Policy"*, *"How it works"*.
</Tip>

<Warning>
  **Never upload sensitive personal data.** The Knowledge Base is for business and product context only. Do not upload files containing customer PII, passwords, internal financial data, or confidential personal information.
</Warning>

***

## Next steps

<CardGroup cols={2}>
  <Card title="AI Assistants" icon="robot" href="/ai-assistant">
    Attach your document to an assistant in the Review step
  </Card>

  <Card title="Campaigns" icon="bullhorn" href="/campaigns">
    Launch a campaign with your knowledge-enabled assistant
  </Card>
</CardGroup>