Build
Knowledge bases
Ground agent answers in approved text, documents, and web sources.
Source workflow
1
Prepare
Remove outdated content, duplicate sections, credentials, private notes, and data the agent should never disclose.
2
Add
Attach text, upload a supported file, or provide a public URL from the agent Knowledge section.
3
Index
Wait for the source to become Ready. Failed sources should be corrected and reindexed.
4
Test retrieval
Search with real customer wording and confirm the returned passages directly answer the question.
Knowledge improves grounding but does not replace prompt boundaries. Explicitly instruct the agent not to guess when approved information is absent.