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AI Knowledge Base A to Z: No Integration Required

Information that goes beyond a call agent's prompt, or that changes often, can be stored directly as a knowledge base for your AI phone assistant.

To make sure that content is processed reliably, it should be clear, unambiguous and written for the phone. Plain-text TXT files work especially well, as do PDFs with a clean, logical text structure. Both are processed consistently and are easy to update when seasons or offers change.

Callana, Editorial Team

7 min read

Guidelines for your AI phone assistant

This template will help you prepare content so that
your phone AI understands it reliably, says it naturally
and repeats it correctly.

The basic principle

Write your content
the way you would explain it to a guest on the phone, but:

Not formal.
Not legalese.
Not promotional.
Just clear, structured and unambiguous.

Normalize special characters

Prices

Recommendation: Spell out prices (and similar values).

Good

The Evening Spa costs 50 euros per person.

Also okay

The price is 50 euros.

Not ideal

€50.00 p.p.

Why?

Prices written out in words are recognized more reliably by the phone AI and read aloud more naturally.

Times

Recommendation: Avoid periods, colons and other special characters.

Good

The spa area is open from 10 am to 9 pm.

Also okay

Open between 10 am and 9 pm.

Not ideal

10:00–21:00

Numbers and quantities

Recommendation: Spell out small numbers, keep large numbers simple.

Good

Suitable for two to four people.

Also okay

Suitable for 2 to 4 people.

Not ideal

2–4 ppl.

Dimensions and areas

Recommendation: Easy to grasp rather than technical.

Good

The wellness area covers about 3,500 square meters.

Also okay

At 3,500 square meters, the wellness area is very spacious.

Not ideal

3,500 m²

Temperatures

Recommendation: Clear and spelled out.

Good

The pool is heated to 32 degrees.

Also okay

The pool has a water temperature of about 32 degrees.

Not ideal

32°C

Lists

Optional, not a must: Short sentences instead of technical lists.

Good

Bathrobe, towels and slippers are included in the spa.

Also okay

Guests receive a spa bag with a bathrobe, towels and slippers.

Also okay

• Bathrobe

• Towel

• Slippers

Parentheses and extra details

Recommendation: Put extra details in a sentence of their own.

Good

Spa access is included in the price. It is available daily from 10 am to 9 pm.

Also okay

Spa access from 10 am to 9 pm is included.

Not ideal

Spa access (10:00–21:00)

Hyphens and special spellings

Optional: Prefer simple spellings.

Good

Late Check-out

Day Spa

All Inclusive

Also okay

Late-Check-Out

Day-Spa

All-Inclusive

Important notes and restrictions

Recommendation: Be clear, honest and direct.

Good

The wellness area is only partially accessible. Some areas can only be reached by stairs.

Also okay

Please note that not all areas are wheelchair accessible.

One piece of information per statement

Recommendation: Break complex information into parts.

Good

A late check-out with use of your room costs 75 euros per person. All included services are available until 6 pm.

Not ideal

Late check-out €75 p.p. incl. all services until 18:00.

Structuring your content

A clear structure helps the phone AI sort information quickly and answer correctly.
A simple outline with headings has proven effective, for example:

  • # for main headings (topic areas)
  • ## for subheadings
  • ### for detail sections

You can use this structure in TXT files as well as in PDFs.
What matters is that each section covers only one topic and that the content belongs together logically.
That way, the AI can go straight to the right section without mixing up information or combining it incorrectly.

Example of a well-structured knowledge file

# Day Spa

## Opening hours
The Day Spa is open daily from 10 am to 9 pm.

## What's included
The price includes a bathrobe, towels, slippers and use of all pools and saunas.

## Prices
From Monday to Thursday, the Day Spa costs 90 euros per person.
From Friday to Sunday, the Day Spa costs 105 euros per person.

## Booking
To book, the caller is transferred to the front desk or referred to the website.

This format is:

  • easy for people to understand
  • clearly structured for the AI
  • easy to extend when prices or seasons change

Common mistakes when structuring a knowledge file (please avoid)

  • Very long blocks of text without paragraphs or headings
  • Several different topics in one section
  • Prices, times and conditions mixed into a single sentence
  • Abbreviations, special characters or heavily formatted brochure copy
  • Inconsistent spellings within one document

Rule of thumb:

If a section gets too long or answers several questions at once, split it up.

Text length and response speed

The length of your stored texts directly affects how quickly the phone AI responds.
Short, clearly worded sections can be processed faster and retrieved more precisely than long, complex blocks of text.

For fast, accurate answers, this applies:

The more compact a piece of information is, the faster the AI can respond to it.

Ideal for Gemini 2.5 Flash:

  • 200–600 words per file
  • better too short than too long
  • no duplicate information

Recommendation:

  • Several short sections rather than one long text
  • Leave out unnecessary extra information
  • In each section, store only the information that should actually be answered

File name = most important keywords

  • no special characters
  • consistent naming

This improves not only response speed but also the accuracy of the answers.

Organize and define your files

More files, less text per file = faster, more stable, cleaner.

Which file gets used when?

Case A: A specific room question

Example:

"What's included in the Spa Lodge Suite?"

File retrieved:

room_spa_lodge_suite.txt

Why:

  • exact name match ("Spa Lodge Suite")
  • one clear topic
  • little competition from other files

Best case: only one file in context → maximum speed and precision

Case B: A comparison or decision question

Example:

"What suites do you have?"
"Which rooms are good for families?"

Files retrieved:

room_overview.txt

  • 1–2 matching detail files

Why:

  • overview for context
  • details to get specific

That's why the overview file is extremely important, but it is not meant for details.

Case C: A vague question

Example:

"What rooms do you have?"
"What kind of accommodation is there?"

Files retrieved:

first: room_overview.txt

  • possibly no detail file if nothing specific was asked

That's exactly right – otherwise Gemini would be guessing.

Case D: An ambiguous question

Example:

"Do you have large rooms?"
"Something with a spa?"

Files retrieved:

2–3 files with similar meaning
e.g.:

room_spa_lodge_suite.txt
room_panorama_suite_100.txt

Here, structure + clarity decide which file wins.

How can you control which file is relevant?

You have more control than many people think.

Lever 1: File name

The file name is often the first filter.

Very good

room_spa_lodge_suite.txt

Bad

suite_spa_final_new.pdf

Recommendation:

  • Always put the main term in the file name
  • Lowercase letters
  • Underscores instead of special characters

Lever 2: The # heading

The first heading is the semantic anchor.

Good
# Spa Lodge Suite
Not good
# Our Exclusive Spa Lodge

No marketing adjectives in the main heading!

Lever 3: The first two sentences (underrated, but incredibly effective)

Gemini gives more weight to the beginning of a document.

Ideal
The Spa Lodge Suite is suitable for two to four people.
It has a separate living room and a spa bathroom.
Bad
Our Spa Lodge Suite offers the highest level of comfort in an exclusive setting.

The first two sentences should be facts, not mood.

Lever 4: No redundant information

If every file says:

"All rooms have a balcony and panoramic views"

Then:

  • context noise goes up
  • the AI's ability to tell files apart goes down

Shared information:

  • in the overview file
  • not repeated in every detail file

Lever 5: Consistent structure (the pattern effect)

If all room files follow the same structure, Gemini recognizes them faster:

## Suitable for
## Size
## Amenities
## Bathroom
## Special features

This speeds up not only retrieval but also how the answer is put together.

Go to the checklist to review your files before they become part of your AI agent's knowledge base.

Do:

  • Write content clearly and for the phone
  • Write prices and times simply and unambiguously
  • Cover one piece of information per section
  • Use headings to structure content (#, ##, ###)
  • Use plain text in TXT files or clearly structured PDFs
  • Write content the way you would explain it to a guest on the phone

Don’t:

  • Don't use abbreviations, special characters or typographic gimmicks
  • Don't paste in brochure or marketing copy
  • Don't upload very long blocks of text without structure
  • Don't mix several topics in one paragraph
  • Don't use inconsistent spellings for prices, times or terms

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