A knowledge base is an indexed information source (for example, your FAQs, a how-to guide, or a catalog) that an AI Agent can consult to answer with content of your own business. Instead of entering every answer by hand, you give the agent access to your material and it searches there for what it needs.

You can:

• Create knowledge bases from your content.
• Connect them to an agent from the Knowledge tab, or to a specific Funnel state.
• Describe when the agent should use each knowledge base.
• Update the content when your information changes.

Key concepts

Knowledge base: an indexed information source the agent consults to answer.

Indexing: the process by which Botmaker processes the uploaded content. It's asynchronous: the base is ready to use once it finishes.

Usage description: the indication you give the agent about which cases it should turn to that base.

How to create and connect a knowledge base

Step 1: Create the knowledge base

Go to the knowledge section and create a new base. Upload it by adding a file (PDF, DOC, XLSX, or TXT) or by entering the URL of a web page.

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Caption: knowledge base creation with the option to upload a file or a URL.

Step 2: Wait for indexing to finish

After you upload the content, Botmaker processes it. The base becomes available to the agent only when its status changes to "ready".

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Caption: list of knowledge bases showing each one's indexing status.

Step 3: Connect it to the agent from the Knowledge tab

Go to the AI Agent and open the Knowledge tab. Connect there the base you want the agent to consult. The same base can be connected to several agents.

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Caption: agent's "Knowledge" tab with the knowledge base connected.

Note: you can also add a knowledge base to a specific Funnel state, from the state's "Instructions for the agent" section.

Step 4: Describe when it should use it

Tell the agent in which cases it should turn to that base (for example, "consult this base when the user asks about prices and promotions"). That way it uses the right source at the right time.

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Caption: field where you describe when the agent should use the base.

Note: keep the content up to date. If you change the source material, upload it again so the agent answers with current information.

Step 5: Test it

Test the behavior from the orchestrator's Test button and verify, in the reasoning, that the agent consults the base when appropriate.

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Caption: tester showing that the agent consulted the knowledge base.

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