Agent Knowledge

The Knowledge feature lets you upload documents to your agents, giving them access to specific information about your business, products, or domain expertise.

What is Agent Knowledge?

Agent Knowledge allows you to:

• Upload documents: PDFs, text files, and more
• Enhance context: Give agents specific information
• Improve accuracy: Reduce hallucinations with factual data
• Customize expertise: Tailor agents to your domain

When you upload documents, agents can reference this information in their responses, making them more accurate and relevant to your specific needs.

Uploading Documents

Supported Formats

• PDF: Documents, reports, manuals
• Text files: .txt, .md files
• Other formats: Check current support

How to Upload

1. Go to your Agent settings
2. Navigate to Knowledge section
3. Click "Upload Document" or "Add Knowledge"
4. Select file(s) to upload
5. Wait for processing
6. Documents are now available to your agent

File Size Limits

• Check current limits in the upload interface
• Large files may take time to process
• Consider breaking very large documents into sections

How Agents Use Knowledge

Automatic Retrieval

When your agent responds:

1. It analyzes the query
2. Searches uploaded documents for relevant information
3. Uses found information in the response
4. Cites sources when possible

Context Enhancement

Uploaded knowledge:

• Provides factual context
• Reduces hallucinations
• Improves accuracy
• Enables domain-specific responses

Example

Uploaded Document: Company product manual

User Query: "What are the specifications of Product X?"

Agent Response: Uses information from the uploaded manual to provide accurate specifications.

Best Practices

1. Organize Documents

• Group related documents: Upload documents by topic
• Name clearly: Use descriptive filenames
• Update regularly: Keep documents current
• Remove outdated: Delete obsolete documents

2. Quality Over Quantity

• Focus on relevance: Upload only useful documents
• Avoid duplicates: Don't upload the same information twice
• Keep current: Update documents regularly
• Review content: Ensure accuracy before uploading

3. Document Structure

• Well-organized: Use clear headings and sections
• Searchable: Include relevant keywords
• Formatted: Proper formatting helps retrieval
• Complete: Include all necessary information

4. Test Knowledge Usage

• Ask questions: Test if agent uses knowledge correctly
• Verify accuracy: Check responses against documents
• Refine as needed: Update documents based on results

Use Cases

Product Documentation

Upload product manuals, specifications, and FAQs:

• Agents can answer product questions accurately
• Reference specific features and capabilities
• Provide technical details from documentation

Company Policies

Upload HR policies, procedures, and guidelines:

• Agents can reference company policies
• Provide accurate policy information
• Guide users through procedures

Domain Expertise

Upload research papers, industry reports, and analysis:

• Agents gain domain-specific knowledge
• Reference authoritative sources
• Provide expert-level responses

Customer Data

Upload customer databases, order history, and records:

• Agents can reference customer information
• Provide personalized responses
• Access historical data

Managing Knowledge

Viewing Uploaded Documents

1. Go to agent settings
2. Navigate to Knowledge section
3. View list of uploaded documents
4. See upload date and status

Removing Documents

1. Go to Knowledge section
2. Find document to remove
3. Click "Delete" or "Remove"
4. Confirm deletion
5. Document is removed from agent's knowledge

Updating Documents

1. Remove old version
2. Upload new version
3. Or replace directly if supported
4. Verify agent uses updated content

Limitations

Document Processing

• Documents are processed asynchronously
• Large documents may take time
• Some formats may not be fully supported
• Check processing status

Retrieval Accuracy

• Not all information may be retrieved
• Context matters for relevance
• Some queries may not match documents
• Test and refine as needed

Storage Limits

• Check current storage limits
• Large numbers of documents may impact performance
• Consider document organization
• Remove unused documents

Troubleshooting

Documents Not Being Used

• Check processing: Ensure documents processed successfully
• Verify relevance: Documents must be relevant to queries
• Test queries: Try specific questions about document content
• Review agent: Check agent is configured to use knowledge

Inaccurate Information

• Verify document content: Ensure documents are accurate
• Update documents: Replace with corrected versions
• Check retrieval: Verify agent is finding right information
• Refine queries: Try different question formats

Processing Errors

• Check format: Verify file format is supported
• Check size: Ensure file isn't too large
• Try again: Retry upload if it failed
• Contact support: If issues persist

Next Steps

• Creating Agents - Learn how to create agents
• Agent Personas - Write effective personas
• Available Tools - See all available integrations