
Video Walkthrough
1. Knowledge Base (Retrieval-Augmented Generation / RAG)
Upload your company’s product catalogs, return policies, price charts, and FAQs directly to your agent.Document Upload
Upload PDF, DOCX, TXT, CSV, or Markdown manuals. Vaani extracts text and indexes vectors automatically.
Website Crawling
Enter your documentation or help center URL. Vaani recursively indexes your help pages.
Live Knowledge Retrieval
During calls, relevant chunks are retrieved in ~100ms and supplied to the model as context.
Best Practices for Knowledge Documents
- Keep files organized: Use clear section headings (
## Pricing,## Refund Policy). - Include exact numbers: Provide exact timelines, fees, and office hours.
- Instruct fallback behavior: In the system prompt, specify: “If the information is not found in your knowledge base, politely state that you’ll have a specialist follow up.”
2. Tools & Actions (Function Calling)
Empower your agent to perform actions while talking to the caller - such as looking up an order, sending an OTP, checking a calendar, or submitting a lead to your CRM.Adding a Tool via cURL
You can define a new tool in seconds by pasting a standardcURL request:
Natural Language Tool Triggering
Provide a concise description of when the tool should be executed:“Trigger this tool whenever the caller asks to book an appointment or check designer availability for a specific day.”
3. Context & Memory
Ensure callers never have to repeat themselves across different calls or departments:- Previous Calls Memory
- Cross-Agent Memory
Remembers caller preferences, previous issues, and unfinished inquiries tied to their phone number. When the customer calls back, the agent greets them personally:
“Welcome back, Priya! Are you calling regarding the 3BHK interior estimate we discussed on Tuesday?”
Next Steps
Configure Experience
Tune ambient background noise, speech delays, and interruption thresholds
Post-Call Analysis
Define structured data extraction and automated QA evaluation

