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Knowledge Base and new AI agent capabilities

In this release, we’re making CostCare AI more useful for teams that want to launch AI agents faster, configure them for their business context, and provide customers with more accurate answers. Key updates include the Knowledge Base for AI agents, improvements to the AI agent page, new templates for creating AI agents, and an improved login experience.

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Knowledge Base for AI agents

CostCare AI now has a new section — Knowledge Base. This is where you can upload files with information your AI agent can use during customer interactions. The AI agent can search through documents while responding and adapt its answers to your company materials and business context. The Knowledge Base helps your AI agent:
  • provide more accurate and complete answers;
  • reduce the number of inaccurate or generic responses;
  • better understand your products, services, and company processes;
  • rely less on manual configuration;
  • use up-to-date materials during conversations;
  • centralize knowledge for the AI agent and identify which materials may still be missing.
Knowledge Base is available to all CostCare AI users.
Knowledge Base Main 2

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Where to find Knowledge Base

To add files:
1

Open Knowledge Base

Go to the left sidebar and open Knowledge Base.
2

Click Add files

Click Drag files here to upload documents.
3

Upload your documents

Select the files you want to add to the Knowledge Base.
After uploading, the AI agent can immediately use the information from these files in its responses.

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Supported file formats

Knowledge Base supports the following file formats:

Documents

PDF, DOCX, TXT, MD

Tables and presentations

XLSX, CSV, PPTX
The maximum file size is 10 MB per file. There is no limit on the number of documents you can upload.
Documents should contain only text-based information. If important data is stored only as images or screenshots inside a file, the AI agent may not be able to read it correctly.

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What materials you can add

You can upload any materials that help your AI agent provide better answers to customers, including:
  • FAQ;
  • price lists and pricing rules;
  • product and/or service descriptions;
  • tone of voice;
  • sales logic;
  • sales funnel materials;
  • scripts;
  • instructions;
  • internal materials used for sales team training and onboarding.
Knowledge Base Example 2

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How to update documents

Currently, documents cannot be edited directly in CostCare AI. You also cannot rename a file after uploading it to the platform. Before uploading a file, we recommend checking:
  • whether the file has a clear name;
  • whether the information is up to date;
  • whether important data is provided as text;
  • whether there are outdated versions or duplicates.
Knowledge Base Delete File Option
If a file is no longer relevant, delete it from the Knowledge Base and upload a new version.

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Improved login page

We also updated the Log in page.
Login Page
The changes include updated buttons and clearer visual separation between login and registration. This helps users better understand where to log in to an existing account and where to create a new one. This update is designed to reduce situations where a customer accidentally creates a new account instead of logging in to an existing one. This improvement applies to all users who access the platform.

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Updated AI agent page

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AI agent templates

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