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The knowledge base lets you give the AI additional information about your clinic beyond the basic profile fields. Upload any PDF document — a price list, service brochure, doctor bios, or FAQ — and the AI will read it and use it when answering patient questions.

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What to upload

Any document that contains information patients commonly ask about is a good candidate:
  • Price lists — consultation fees, procedure costs, lab test prices
  • Service descriptions — what treatments or procedures your clinic offers
  • Doctor bios — education, experience, and areas of expertise for each doctor
  • FAQ documents — common questions your receptionist already answers manually
  • Preparation instructions — what patients need to do before certain visits
The AI does not read image-only PDFs (scanned documents without selectable text). Make sure your PDFs have actual text content, not just images of text.

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Uploading a document

1

Go to the knowledge base

Navigate to Dashboard → Knowledge Base (or Dashboard → AI → Knowledge).
2

Click Upload

Click the upload button and select a PDF file from your computer.
3

Wait for processing

Kashfy extracts and indexes the text from the PDF. This usually takes under a minute.
4

Test it

Go to Dashboard → AI → Test Chat and ask a question that should be answered from your document. Verify the AI responds correctly.

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How the AI uses documents

When a patient asks a question, the AI:
  1. Checks if your knowledge base documents contain relevant information
  2. If yes, references that content in its answer
  3. If no, falls back to the clinic profile and doctor data it already has
The AI does not quote documents verbatim — it uses the information to compose natural-sounding responses.

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Managing documents

From Dashboard → Knowledge Base you can:
  • View all uploaded documents with their upload date
  • Delete documents you no longer want the AI to reference
Deleting a document removes it from the AI’s knowledge immediately. If a document contained information patients frequently ask about, removing it may cause the AI to say it doesn’t know the answer.

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Tips for better results

Keep documents focused. A PDF dedicated to “Pricing” will perform better than a single large file covering everything. The AI is better at finding specific information in shorter, well-structured documents.
Use clear headings and organized formatting in your PDFs. The AI reads the text linearly, so well-structured content is easier for it to use accurately.

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Limitations

  • Maximum file size: Documents must be under 10MB per file
  • File format: Only PDF is supported currently
  • Language: Documents can be in Arabic or English. The AI handles both.
  • Scanned PDFs: Not supported — the text must be selectable

Custom Instructions

Control the AI’s behavior beyond documents.

AI Agent Overview

Understand how the AI uses all its available context.