> ## Documentation Index
> Fetch the complete documentation index at: https://docs.klatt.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Knowledge base

> Upload approved documents, wait for processing, and attach the resulting sources to an agent step for retrieval during a call.

Upload approved documents, wait for processing, and attach the resulting sources to an agent step for retrieval during a call.

## Prerequisites

* Documents that your organization is allowed to process.
* A workflow node whose prompt needs reference material.

## Manage documents and retrieval

1. Open **Files** and choose **Upload**.
2. Wait for processing to finish and confirm the document appears in the list.
3. Open a Start Call or Agent node and select the documents it may reference.
4. Test a question that is answered by the selected material and one that is outside it.
5. Remove stale documents from the organization inventory and update node references when the source changes.

## Constraints and failure states

Documents are processed before retrieval can use them. A node with no selected or successfully processed documents cannot answer from the knowledge base. Retrieval can be limited to the documents attached to that conversation step.

## Protect your data

Upload only content approved for the organization. Review access, retention, and model-provider handling before adding customer or regulated information.

## Related

* [Agent node](/voice-agent/agent)
* [Context and variables](/core-concepts/context-and-variables)
* [Tracing configuration](/configurations/tracing)