Knowledge base binding

Knowledge bases provide agents with internal documents, business materials, and specialized knowledge. After binding a knowledge base, an agent can retrieve relevant content based on a user’s question and use it to answer questions or perform tasks.

What knowledge bases provide

• Business knowledge: Give the agent access to company policies, product materials, operating procedures, and other proprietary content.

• More accurate answers: Let the agent retrieve relevant business materials as a basis for its response.

• A controlled knowledge scope: Determine which business information the agent can use by binding selected knowledge bases.

Knowledge bases provide information and supporting material. Skills define how to handle specific tasks, and tools query external systems or perform actions.

Bind a knowledge base

1. Open the target agent’s configuration page.

2. In the Knowledge bases section, select Add.

3. Select the knowledge base to bind.

4. Confirm the selection and save the configuration.

When creating an agent, the system may recommend relevant knowledge bases based on the agent plan. Confirm a recommendation to bind it.

Manage bound knowledge bases

On the agent configuration page, you can view the bound knowledge bases, add more knowledge bases, or remove bindings that are no longer needed.

Unbinding a knowledge base removes only its association with the current agent. It does not delete the knowledge base or its data.

For instructions on creating and managing knowledge bases, see Knowledge bases.