Where do I find the AI SDR knowledge base in the app?
Where to find the AI SDR knowledge base in the app.
The Knowledge Base lives on the AI SDR Agent settings page. It's a large textarea — that's where you paste the context the AI SDR uses when replying to prospects.
How to get there
Two paths, same destination:
- From the AI SDR Inbox: click Settings (top-right of the inbox header).
- From workspace settings: Settings → AI SDR Agent in the left menu.
Both open /dashboard/<workspace>/settings/ai-sdr-agent. Scroll past Call Assignment and you'll find the Knowledge Base textarea in its own section.
Editing
- Type or paste your context into the Knowledge Base textarea.
- Click Save Settings at the bottom of the page.
- The update takes effect on the next reply the AI generates — no restart needed.
Who can edit it
Editing depends on your workspace permissions. If you can open Settings → AI SDR Agent and see the Save Settings button, you can update the Knowledge Base. If you cannot find the section or cannot save changes, ask an owner/admin to check your role under Settings → Members.
Changes take effect immediately
Save is instant. The AI uses the updated content on the next reply it generates. You don't need to restart anything.
Keep a backup copy of your KB
There isn't a revision history on the Knowledge Base today. If you make a bulk change and want to roll back, only the version you typed last is recoverable. Keep a copy in a Google Doc or Notion page you update alongside the app.