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Managing DialNexa knowledge base documents means keeping source content accurate, searchable, and safe to use in agent responses. Users can create knowledge bases, rename them, upload documents, list documents by knowledge base, delete documents, download source files, and soft-delete one or many knowledge bases.
Knowledge management is mostly deciding what not to let the agent keep believing.

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Document Actions

These actions keep knowledge content current.
ActionPurpose
UploadAdd a PDF, TXT, or supported file with title, description, and source.
List by knowledge baseSee all documents attached to one collection.
Rename knowledge baseChange the collection name without changing its documents.
Add documentsUpload files into an existing knowledge base.
Delete oneSoft-delete a document.
Delete multipleRemove several documents from the same knowledge base.
DownloadRetrieve the stored source document when available.

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Knowledge Base Page Actions

The Knowledge Base page shows workspace knowledge bases in the sidebar. Selecting a knowledge base opens its details, document list, and actions. DialNexa Knowledge Base detail page with the selected collection, uploaded PDF, download control, edit action, and delete action.
ActionWhat happens
Copy IDCopies the knowledge base ID for support or API-adjacent troubleshooting.
EditLets you rename the knowledge base and upload more documents.
Delete documentRemoves the selected document from future retrieval.
Download documentDownloads the stored source file when available.
Delete knowledge baseChecks which published agents and active campaigns use the knowledge base before deletion.
If active batch calls are using an agent version attached to the knowledge base, deletion can be blocked. If published agents use the knowledge base without active campaigns, review the warning before deleting and retest affected agents afterward.

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Maintain Knowledge Quality

1

Review content owner

Know who approves each document.
2

Replace stale documents

Update or delete documents when policies change.
3

Check affected agents before deletion

Review warnings for published agents and active campaigns before deleting a knowledge base.
4

Retest agent answers

Ask questions covered by changed documents.
5

Use call evidence

If the agent answered incorrectly, compare transcript and knowledge content.

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Document Management Mistakes

Duplicate content can confuse review and maintenance.
The agent may lose an answer path.
Reviewers need to know what each document contains.
Add source labels when documents come from different teams or systems.

Documents And Limits

Prepare uploads.

Using Knowledge In Agents

Connect knowledge to callers.

Call Detail Page

Review answers.