Collections Management

Organize and manage your knowledge base collections

What are Collections?

Collections are organized groups of documents. Each collection costs ₹3 per month and can contain multiple documents.

Creating Collections

Collections are created when you upload documents:

1. Choose “Create New Collection”
2. Name your collection
3. Upload documents
4. Collection is automatically created

Connecting to Agents

1. Open Agent Configuration

   Navigate to your agent’s settings

2. Access Knowledge Base

   Click “Knowledge Base” in the sidebar
3. Select Collections

   Choose one or more collections to connect

4. Save Configuration

   Agent now has access to all documents in connected collections

Managing Collections

View Collections

See all your collections with:

• Collection name
• Number of documents
• Monthly cost
• Creation date

Collection Actions

• Add Documents: Upload additional PDFs
• View Documents: See all files in collection
• Delete Collection: Remove collection and all documents

How Agents Use Collections

Once connected, agents:

• Automatically search relevant documents during calls
• Provide accurate answers based on your content
• Reference specific information
• Give contextual responses beyond basic FAQs

Organization Tips

• One collection per product line
• Separate collections for different topics
• Keep related documents together
• Use consistent naming conventions

Next Steps

Best Practices

Learn optimization tips