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This guide covers diagnosing and resolving issues with knowledge base indexing, retrieval, and content quality.

Indexing Problems

Item Stuck Processing

Wait time: Most items complete within 1-2 minutes. Website crawls can take longer depending on page count. If stuck longer than 5 minutes:
  1. Check the item status in the knowledge base tree
  2. Try clicking Reindex from the item menu
  3. If reindexing fails, delete and re-add the item

Item Shows an Error

Content TypeCommon CausesFix
File UploadFile too large (>10 MB), password-protected, corruptedRe-upload a clean copy under 10 MB
Web PageURL not accessible, JavaScript-only content, authentication requiredVerify URL in incognito browser; copy content to a text item instead
Website CrawlSite blocks bots, too many pages, timeoutsReduce max pages; add individual URLs instead
Text ContentRarely failsCheck for encoding issues; try re-creating the item

Reindex Is Disabled

The reindex button is disabled when the item is already green (ready to use). It only becomes available when content has changed or the vector index needs refreshing.

Retrieval Problems

Agent Does Not Use Knowledge Base Content

Diagnostic steps:
  1. Open a test conversation in Conversations → click the conversation
  2. Check the timeline for knowledge retrieval events (book icon)
  3. If no retrieval events appear:
    • Verify the knowledge base is assigned to the agent
    • Check that items show green (ready to use)
    • Test with questions that directly match your content wording

Agent Retrieves Wrong Content

Check relevance scores in the conversation detail timeline:
  • 70%+ (green) — good match, content is relevant
  • 50-70% (yellow) — partial match, may return tangential content
  • Below 50% (orange) — poor match, content may not be useful
How to improve retrieval:
  1. Use clear, descriptive titles — titles heavily influence matching
  2. Break large documents into focused items — one topic per item retrieves better than one massive document
  3. Use specific language — match the terminology your callers use
  4. Remove duplicate or overlapping content — competing items confuse retrieval
  5. Convert file/URL items to text — gives you direct control over content structure

Agent Makes Up Information Despite Having Knowledge

Add explicit grounding instructions to your prompt:
Only answer questions using information from your knowledge base.
If you don't have the information to answer a question, say:
"I don't have that information available. Let me connect you with someone who can help."
Never make up or guess at answers.

Context vs RAG Issues

Context Mode Not Available

Context mode is only available in Expert Mode. Switch to Expert Mode in the top right to see the access mode selector on knowledge connections.

Context Budget Exceeded

The 10,000 token context budget is shared across all context-mode connections. If you exceed it:
  1. Switch less critical connections to RAG mode
  2. Reduce the amount of content in context-mode items
  3. Use RAG for large knowledge bases and reserve Context for small, always-needed content (like pricing tables or key policies)

When to Use Context vs RAG

Use Context vs RAG for the decision table. As a troubleshooting rule of thumb: move small, always-needed reference material to Context, and keep large searchable collections in RAG.

Content Quality

Best Practices for Knowledge Content

  1. Write for conversation — structure content as Q&A or clear statements, not marketing copy
  2. One topic per item — “Returns Policy” is better than “All Store Policies”
  3. Include keywords callers use — if callers say “refund” but your content says “reimbursement,” add both terms
  4. Keep content current — set up website crawl refresh intervals for dynamic content
  5. Test after changes — always run test conversations after adding or updating content

Content Limits

LimitValue
URL items per knowledge base500
Text items per knowledge base50
File items per knowledge base25
Total items per knowledge base575
Folders per knowledge base50
Max file size10 MB

Next Steps

Knowledge Architecture

Understand how knowledge bases are structured

Context vs RAG

Choose the right retrieval mode

Content Types

File, URL, text, and website crawl details

Common Issues

Find quick fixes for common problems