VoiceFlow Knowledge Base Tagging
Does anyone know how to tag documents in the knowledge base on Voiceflow, so that different agent steps on the canvas only retrieve information from specific knowledge base documents?
THow to tag KB documents
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Making an Agent step look at only those tagged docs
Repeat with different labels/filters for each Agent step. This lets one assistant share a single Knowledge Base while separate steps retrieve only the chunks you intend.
Docs: https://docs.voiceflow.com (→ Knowledge Base › Tags & Filtering)
- Create the tag (once)```httpPOST https://api.voiceflow.com/v3alpha/knowledge-base/tags{"label": "billing"}```The response returns `tagID` you’ll use next.
- Add the tag when you upload a file (fastest way)```httpPOST /v3alpha/knowledge-base/docs/upload{"name": "Refund-Policy.pdf","type": "file","tags": ["billing"] // <-- add one or several labels here}```…or attach it later:```httpPOST /v3alpha/knowledge-base/docs/{documentID}/tags/attach{"tags": ["billing"]}```(Use `/detach` to remove a label.)
July 2025: the standalone Tags API is being sunset. The same filters keep working, you just add your labels in the field when you upload a document.
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Making an Agent step look at only those tagged docs
- Drop an Agent step on the canvas → toggle Knowledge Base ON.
- Open Advanced › Filters (right panel).
- In Include tags add (or whatever labels you used). You can list several and choose the operator AND/OR.
- (Optional) put anything you don’t want in Exclude tags.
Repeat with different labels/filters for each Agent step. This lets one assistant share a single Knowledge Base while separate steps retrieve only the chunks you intend.
Docs: https://docs.voiceflow.com (→ Knowledge Base › Tags & Filtering)