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Connect Data

Connecting data makes your Agent truly understand your business.

An Agent without connected data can only provide generic answers. When you connect your own documents and knowledge base, the Agent can provide accurate, well-grounded answers based on your specialized content.

Recommendation

Early on, you can start with a small amount of data, and as the Agent gradually matures, expand to connect more data sources.

Difference After Connection

Situation Agent's Answer
Without Data "Generally speaking, return policies are usually..."
With Data "According to your return policy document, returns are accepted within 7 days of purchase, items must be kept intact..."

What is a Knowledge Base?

A knowledge base is a folder system where you can store various documents for the Agent to reference.

Knowledge Base Structure

Knowledge bases use folder-based management, similar to a file explorer:

Home > Workspace > Folder > File
  • Workspace: Each workspace has an independent knowledge base
  • Folder: Used to organize and categorize your documents
  • File: Can be uploaded files or content selected from external services (such as Google Drive, Notion)

Two Ways to Use Knowledge Base

Knowledge bases can be used by Agents in two ways:

  1. As a Tool (Entire Knowledge Base): When configuring the Knowledge Base tool in the Agent Editor, you can select folders from the knowledge base. The Agent can search through the entire folder's content, finding relevant information from a large amount of content to answer user questions. The Agent will determine when to search the knowledge base based on the "Core Instructions" and the Knowledge Base tool's "When to Use" instructions each time it runs.

  2. As an Attachment (Single File): When configuring attachments in the Agent Editor, you can also select files from the knowledge base to directly provide the Agent with file content for reference. The Agent will always reference attachment content each time it runs, but attachments are limited to a maximum of 5.

Supported Data Sources

Currently, the knowledge base supports connecting to the following external services:

Data Source Applicable Scenarios Description
Google Drive Documents, Spreadsheets, Presentations You can select files from Google Drive to add to the knowledge base
Notion Documents, Knowledge Base, Wiki You can select pages from your Notion workspace to add to the knowledge base

Important Reminder

Data in the knowledge base is a static snapshot and will not automatically sync with updates from external services.

If you update files in Google Drive or Notion, you need to manually reselect them to see the latest version.

Difference Between "Folders" and "External Connections" Tabs

After entering the knowledge base page, you'll see two tabs: "Folders" and "External Connections". These two tabs have different purposes.

Relationship Between the Two Tabs

  • "Folders" Tab: Used to add and manage knowledge base content
  • "External Connections" Tab: Used to view and delete connected external accounts

Simply put, connecting external accounts is done in the "Folders" tab, while managing already connected accounts is done in the "External Connections" tab.

"Folders" Tab

Purpose: Manage folders and files in the knowledge base

  • Create and manage folder structure
  • Upload files to folders
  • Select files from external services (Google Drive, Notion) to add to folders
  • Delete or download files in folders

How to Use: In a folder, click "Add File" to choose between uploading a file or linking an external account to select files.

"External Connections" Tab

Purpose: View and manage connected external accounts

  • Can only delete connected accounts: This tab does not provide the ability to add connections, only to view and delete existing external account connections
  • View all organization members' connections: You can see all external accounts connected by members of the organization (Organization), including:
    • Connected service type (Google Drive, Notion, etc.)
    • Connection name
    • Connection owner (OWNER)
    • Last connection time
  • Permission Management: Members with permissions can delete external account connections from any member in the organization

Important Limitation

Each account can only connect one Google Drive account and one Notion account.

If you want to connect a different Google Drive or Notion account, you need to:

  1. Go to the "External Connections" tab
  2. Find your currently connected account, click the menu (⋮) icon on the right
  3. Select "Delete" to remove the existing connection
  4. Return to the "Folders" tab and reconnect the new account

How to Connect Data?

Basic Process

graph LR
    A[Enter Knowledge Base] --> B[Select or Create Folder]
    B --> C[Click Add File]
    C --> D[Choose Connection Method]
    D --> E[Authorize External Service]
    E --> F[Select Files]
    F --> G[Complete Addition]

Detailed Steps

  1. Enter Knowledge Base

    • In your workspace, click "Knowledge Base" in the left menu
    • You'll see two tabs: "Folders" and "External Connections"
    • Important: All operations for connecting external accounts are done in the "Folders" tab. The "External Connections" tab is only for viewing and deleting connected accounts

  2. Select or Create Folder

    • In the "Folders" tab, select an existing folder or create a new folder
    • Folders are used to organize and categorize your documents

  3. Add File

    • In the folder, click the "Add File" button
    • You can choose:
    • Upload File: Directly upload files from your computer
    • Link Another Google Account: Connect Google Drive and select files
    • Link Another Notion Workspace: Connect Notion and select pages

  4. Authorize External Service

    • If this is your first time connecting, the system will guide you through authorization
    • Select the Google account or Notion workspace you want to use
    • Confirm authorization permissions

  5. Select Files

    • After authorization completes, a file picker will open
    • Select the files or pages you want to add to the knowledge base
    • Click confirm to complete

  6. Complete

    • Files will appear in your folder
    • You can now use this data in Agent settings

Security Notice

Codeer.ai will only read data you authorize and will not modify or delete any content.

Getting Started

Now you can start connecting data: