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Agent Knowledge Base

The Knowledge Base page lets you manage which knowledge sources your AI agent can access to answer customer questions.

Accessing Agent Knowledge Base​

  1. Go to Agents in the sidebar
  2. Click on the agent you want to configure
  3. Click the Knowledge Base tab

How It Works​

By default, a new agent doesn't have access to any knowledge sources. You need to explicitly assign knowledge to give your agent the information it needs.

The page has two tabs:

TabDescription
Agent's KnowledgeKnowledge sources currently assigned to this agent
Available KnowledgeAll knowledge sources you've created that can be assigned

Assigning Knowledge to Your Agent​

  1. Click the Available Knowledge tab
  2. Browse your available knowledge sources
  3. Click Assign to Agent on the knowledge source you want to add

The knowledge source will now appear in the "Agent's Knowledge" tab, and your agent can use it to answer questions.

Removing Knowledge from Your Agent​

  1. Click the Available Knowledge tab
  2. Find the knowledge source you want to remove
  3. Click Remove from Agent

The agent will no longer have access to that knowledge source.

Don't Have Any Knowledge Sources?​

If the "Available Knowledge" tab is empty, you need to create knowledge sources first.

See Knowledge Base Overview to learn how to:

  • Add websites
  • Upload documents
  • Create FAQs

Next Steps​