Agent Knowledge Base

How to link sources

In the side menu, open Agents, then select the required agent in the list. This opens the agent settings form.

1. In the agent form, open the Tools tab.
2. In the Knowledge Base block, select Configure.
3. Select Add from knowledge base.
4. Select a folder, file, or table.
5. Select Done to return to the list of selected sources.

If a folder is selected, the agent will see all current and future items within that folder.

Create and edit the materials themselves on the knowledge base page. In the agent form, select sources and configure read or edit access in Knowledge Base Permissions.

For a selected source, you can open its parent folder or remove it from the agent. Changes take effect after clicking Save.

Diagnostics

If the agent does not use the knowledge base:

1. Make sure that the file, folder or table is selected in the "Knowledge Base" block.
2. Check that the resource is active.
3. If you need a file inside a folder, make sure the correct folder or file is selected.
4. If the source is selected but the agent cannot read or edit it, check Knowledge Base Permissions.