AI SDR · FREQUENTLY ASKED QUESTIONS · CONFIGURATION
Can I support multiple knowledge bases for separate offers/clients?
Currently, each workspace has a single knowledge base that the AI SDR uses for all conversations within that workspace.
Currently, each workspace has a single knowledge base that the AI SDR uses for all conversations within that workspace.
To support multiple offers or clients, create separate workspaces for each distinct offer or client. Each workspace will have its own independent knowledge base, ensuring the AI SDR responds with the correct context.
Here's how to set this up:
- Click your workspace name in the top-left corner of the screen.
- Click New Workspace at the bottom of the switcher.
- Name the workspace after your specific offer or client.
- Complete the workspace setup (niche, offer, AI SDR config).
- Open Settings → AI SDR Agent in the left sidebar.
- Scroll past Call Assignment and find the Knowledge Base textarea.
- Enter the specific information for that offer/client.
- Click Save Settings.
This approach is recommended if your offers differ significantly in messaging, pricing, or target audience. Using one workspace for multiple distinct offers can cause the AI SDR to mix up information between them.