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Drop files into a scenario’s Knowledge Base and the AI can search them in real time during the meeting. The persona stops sounding generic and starts citing your actual product specs, sales playbook, course materials, or policy docs. How it works under the hood: files are chunked, embedded, and indexed in a vector store. During the meeting, the AI calls a search_knowledge_base tool whenever the conversation drifts into territory the docs cover — pulls the relevant chunks back, and weaves them into the answer.

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Setting it up

1

Open your scenario

Go to the scenario builder and switch to the Settings tab.
2

Find the Knowledge Base section

Drop files in via drag-and-drop or the file picker.
3

Wait for indexing

Files chunk and embed in the background. A small “Indexing…” indicator turns into a checkmark when the file is searchable.
4

Pick a retrieval mode

auto (recommended) — the AI decides when to search. always — every turn does a retrieval pass. off — files attached but never searched.

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Supported formats and limits

Files are scenario-scoped — they live across every meeting started from that scenario. Removing a file from the Knowledge Base de-indexes it from the vector store.

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Use cases

Sales Discovery

Attach your product one-pager and pricing sheet. The AI buyer’s-question-handling stays accurate to your actual offering, not its training data.

Customer Support Training

Attach your help center articles. The AI roleplays a customer and grades reps on whether their answers match your real KB.

Course Coaching

Attach the course syllabus and reading list. The AI coach references the curriculum when explaining concepts.

Compliance Walkthroughs

Attach the policy doc. The AI runs the participant through scenarios and quotes the exact policy text when reinforcing the right answer.

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Add to Knowledge (in-meeting)

You can also add content to a scenario’s Knowledge Base from inside the scenario editor’s chat / attachment surface — paste in a URL, drop a file, or promote a snippet from a past transcript. It gets chunked, embedded, and made searchable immediately for the next meeting.

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Knowledge Base vs. Present File

These are two separate tabs with two different behaviors: See Present File for the show-on-screen path.

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Knowledge Base vs. In-Call Chat uploads

A participant who uploads a file via in-call chat does not add it to the scenario’s Knowledge Base. Chat uploads are read transiently for that meeting only — they never leak into other sessions.