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

# Managing DialNexa Knowledge Base Documents

> Manage DialNexa knowledge base documents by uploading, listing, updating, deleting, downloading, and extracting content for a knowledge base.

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.

<Tip>
  Knowledge management is mostly deciding what not to let the agent keep believing.
</Tip>

## Before You Begin

Confirm the document is current, permitted for agent use, readable without missing context, and free of secrets or content the agent should not disclose.

## Manage DialNexa Knowledge Base Documents

These actions keep knowledge content current.

| Action                 | Purpose                                                                |
| ---------------------- | ---------------------------------------------------------------------- |
| Upload                 | Add a PDF, TXT, or supported file with title, description, and source. |
| List by knowledge base | See all documents attached to one collection.                          |
| Rename knowledge base  | Change the collection name without changing its documents.             |
| Add documents          | Upload files into an existing knowledge base.                          |
| Delete one             | Soft-delete a document.                                                |
| Delete multiple        | Remove several documents from the same knowledge base.                 |
| Download               | Retrieve the stored source document when available.                    |

## 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.

<img src="https://mintcdn.com/dialnexa/HOnVBqIHk6o8-0eg/images/documentation/screenshots/knowledge-base-page-detail.png?fit=max&auto=format&n=HOnVBqIHk6o8-0eg&q=85&s=e77e9cf85bf70e725e9fd016cc8d3e57" alt="DialNexa Knowledge Base detail page with the selected collection, uploaded PDF, download control, edit action, and delete action." style={{ width: '100%', maxWidth: '1100px', margin: '8px 0 24px', border: '1px solid #e5e7eb', borderRadius: '6px' }} width="3420" height="1000" data-path="images/documentation/screenshots/knowledge-base-page-detail.png" />

| Action                | What happens                                                                                                             |
| --------------------- | ------------------------------------------------------------------------------------------------------------------------ |
| Copy ID               | Copies the knowledge base ID for support or API-adjacent troubleshooting.                                                |
| Edit                  | Lets you rename the knowledge base and upload more documents.                                                            |
| Delete document       | Removes the selected document from future retrieval.                                                                     |
| Download document     | Downloads the stored source file when available.                                                                         |
| Delete knowledge base | Checks whether the current draft or latest published version of any agent still uses the knowledge base before deletion. |

Knowledge base deletion is blocked while any agent still references it in the current draft or latest published version. The conflict response lists the affected agent IDs. Remove the knowledge base from those agent versions, publish any replacement draft when needed, then retry deletion.

## Maintain Knowledge Quality

<Steps>
  <Step title="Review content owner">
    Know who approves each document.
  </Step>

  <Step title="Replace stale documents">
    Update or delete documents when policies change.
  </Step>

  <Step title="Check affected agents before deletion">
    Review the affected agent IDs before deleting a knowledge base. Unlink the knowledge base from each current draft or latest published version first.
  </Step>

  <Step title="Retest agent answers">
    Ask questions covered by changed documents.
  </Step>

  <Step title="Use call evidence">
    If the agent answered incorrectly, compare transcript and knowledge content.
  </Step>
</Steps>

## Document Management Mistakes

<AccordionGroup>
  <Accordion title="Uploading duplicates">
    Duplicate content can confuse review and maintenance.
  </Accordion>

  <Accordion title="Deleting without retesting">
    The agent may lose an answer path.
  </Accordion>

  <Accordion title="Using vague titles">
    Reviewers need to know what each document contains.
  </Accordion>

  <Accordion title="Ignoring source">
    Add source labels when documents come from different teams or systems.
  </Accordion>
</AccordionGroup>

## Verify Document Changes

Confirm the document reaches the expected processing state, then ask the attached agent a question whose answer exists in the document and one whose answer does not.

## Related Reading

<CardGroup cols={2}>
  <Card title="Documents And Limits" icon="file-warning" href="/docs/knowledge-base/documents-and-file-limits">
    Prepare uploads.
  </Card>

  <Card title="Using Knowledge In Agents" icon="sparkles" href="/docs/knowledge-base/using-knowledge-in-agents">
    Connect knowledge to callers.
  </Card>

  <Card title="Call Detail Page" icon="panel-right" href="/docs/monitoring/call-detail-page">
    Review answers.
  </Card>
</CardGroup>
