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Remove outdated content, duplicate sections, credentials, private notes, and data the agent should never disclose.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.