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Upload and manage documentation that powers training simulations, QA functionality, and Ask Reddy.
Establish review processes before uploading. Quality content drives better training outcomes and AI responses.

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Uploading Content

1

Navigate to Knowledge Base

Access the Knowledge Base section from the main navigation menu.
2

Upload Files

Drag and drop files into the upload area, or click to select files from your computer.Upload Options:
  • Single file upload
  • Bulk upload (multiple files at once)
3

Assign Tags

Apply tags to categorize content and power Reddy features.Available Tags:
  • Training & Process Materials - Process guides, SOPs, call scripts, training materials
  • Call Recordings - Screen recordings with audio of customer interactions
  • Ask Reddy - FAQ documents, help center articles, objection rebuttals
  • QA Scorecards - Quality assurance checklists and scoring criteria
  • Data - Sample reports, raw data exports, performance data
  • Release Notes - Reddy product updates (Reddy team use only)
Need custom tags? Contact your Reddy Project Manager.
4

Assign Products

Link content to specific products to ensure agents receive relevant, product-specific information.
  • Articles can have multiple tags and products
  • Product assignment enables targeted training and assistance
5

Save

Click Save to complete the upload. Content is now available in Reddy.

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Supported File Formats

  • PDF (.pdf)
  • Microsoft Word (.doc, .docx)
  • Text files (.txt)
  • Markdown (.md)
  • Audio files (.mp3, .wav, .m4a)
  • Video files (.mp4, .mov)
  • Maximum file size: 100MB per file
  • Bulk upload: Up to 50 files at once
  • No limit on total knowledge base size

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Managing Content

Edit Content: Click on any uploaded file to edit tags, product assignments, or file details. Replace Files: Upload a new version with the same filename to replace outdated content. Delete Content: Select files and click Delete. Deleted content is permanently removed from Reddy. Search & Filter: Use search and filter options to find specific content by filename, tag, or product.
Search queries file names, not file content. Use descriptive filenames for easier discovery.

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Knowledge Base Capabilities

Powers Training Simulations: Process guides and call scripts create authentic training scenarios for agent practice. Powers QA Scoring: Call recordings and QA scorecards enable automated quality assessment and feedback. Powers Ask Reddy: FAQ documents and help center articles generate AI-powered answers for agents during calls. Ask Reddy setup guide →

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Common Questions

  • Verify file format is supported
  • Check file size is under 100MB
  • Ensure stable internet connection
  • Try uploading one file at a time
  • Try different keywords for the file title
  • Check if correct tags are applied
  • Verify product assignments
  • Use filters to narrow search
Preview functionality has limitations. Download the file to verify proper formatting. If incorrect, update and re-upload to replace the previous version.
Use tags and product assignments to categorize content. Group related files with consistent naming conventions for easier management.
Yes. Drag and drop up to 50 files at once, then assign tags and products to all selected files simultaneously.
  • Immediately: Process or policy changes
  • Quarterly: Comprehensive content assessment
Regular updates improve Ask Reddy accuracy, training effectiveness, and QA performance.
Deleted content is permanently removed and will no longer power training, QA, or Ask Reddy. Ensure backups exist before deleting.
Agents only see content assigned to their products. Use product assignments to control content visibility.