Create KBA questions

task australia Updated Sep 10, 2026 2 min read create-knowledge-based-questions.md
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Create knowledge-based questions to use for caller identification and authentication in AI voice agent interactions.

Before you begin

Role required: auth_factors_admin

  • Default questions

    A default set of KBA questions is available to all AI voice assistants in AI Voice Assistant Designer. You can use these questions as-is or edit them.

    Question Default answer source Type Category
    Phone Number sys_user.mobile_phone Identification Phone, triggers Automatic Number Identification (ANI)
    Employee ID sys_user.employee_number Identification or Authentication Others
    Email sys_user.email Identification or Authentication Others
    Manager sys_user.manager Identification or Authentication Others
    Zip Code sys_user.zip Identification or Authentication Others

Procedure

  1. Navigate to All > Authentication Factors > Knowledge Based Factor > Questions.

  2. Select New on the Knowledge Based Questions page.

  3. Specify the following fields on the form.

Field

Description

Question

Security question to use for user identity verification. Example: What is your business phone number?

Application

Global application scope is selected by default.

Keyword

Primary keyword that best describes the question. Example: business_phone.

Category

Category of the question. Options:- Phone Number: Enables partial phone number matching and makes the caller's ANI (automatic number identification) available by default for identification.

  • Others: Standard matching; ANI is not used. Note: Phone Number category can't be used for authentication.

Channel

Channel for which the question is configured. Currently, only Voice is supported.

Input Type

How the user provides their answer. Options: - Text: The caller enters a response by using the phone keypad.

  • Voice: The callers speak their response.

Type

Availability of the question for use. Options: - Identification: The question is available for identification configuration only.

  • Authentication: The question is available for authentication configuration only.
  • Identification or Authentication: The question is available for both.
4. Select the Input Type:
1.  Input Type as **Text**: No additional fields are required.

    \[Omitted image "kba-question-1.png"\] Alt text: Knowledge Based Question - Text

    **Note:** If Input Type is set to **Text**, no additional fields are required.

2.  Input Type as **Voice**: Specify the following additional fields.

Field

Description

Input Format Description

Expected format and structure of the spoken response. For example: 5-character alphanumeric employee ID starting with the letter E.

Input Format Example

Comma-separated examples of valid spoken responses. For example: E372B, E481K, E529D.

Input Validation Pattern

Regular expression pattern that validates the spoken response against the expected format. For example: ^E[0-9]{3}[A-Z]$.

\[Omitted image "kba-question-2.png"\] Alt text: Knowledge Based Question - Voice
  1. Select Submit.

Result

You’re redirected to the Knowledge Based Questions list view. Verify if your question is successfully added.

[Omitted image "kba-question-3.png"] Alt text: Knowledge Based Question - list

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