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Configure Knowledge Base and Tools

After connecting data sources, you need to tell the Agent how to use this data. Knowledge bases can be used by Agents in two ways: as a tool (entire knowledge base) or as an attachment (single file).

Two Ways to Use Knowledge Base

Knowledge bases can be used by Agents in two ways:

1. As a Tool (Entire Knowledge Base)

In the "Tools" section of the Agent Editor, you can add a "Knowledge Base" tool. The Agent will determine when to search the knowledge base content based on the "Core Instructions" and the Knowledge Base tool's "When to Use" instructions, finding relevant information from a large amount of content to answer user questions.

Applicable Scenarios:

  • Agent needs to answer questions based on a large number of documents
  • Need to let the Agent actively search for relevant content
  • Knowledge base content will be continuously updated

→ Detailed Setup Steps

2. As an Attachment (Single File)

When adding attachments in conversations, you can 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.

Applicable Scenarios:

  • Need to ensure the Agent always references specific files
  • File content is core rules or essential knowledge
  • Attachments are limited to a maximum of 5

→ Learn About Attachment Configuration

Recommendation

You can use both methods simultaneously:

  • Attachments: Core rules, essential knowledge (Agent always references)
  • Knowledge Base Tool: Detailed data, content that needs to be queried (Agent searches on demand)

Add Knowledge Base Tool to Agent

Step 1: Access Agent Settings

  1. Enter your workspace
  2. Click the "Agent" tab
  3. Select the Agent you want to edit

Step 2: Configure Knowledge Base Tool in Agent

In the "Tools" section of Agent settings:

  1. Click "Add Tool"
  2. Select "Knowledge Base" in the tool selector
  3. Select the knowledge base folder you want to use
  4. Set "When to Use" instructions to tell the Agent when to use this knowledge base

The system will automatically filter out knowledge bases that have already been selected to avoid duplicate selections.

→ Detailed Setup Steps and Examples

Best Practices

Choose Relevant Data

Recommendation

Only select knowledge bases relevant to the Agent's purpose. For example:

  • Frontend Development Agent → Select frontend-related knowledge base folders
  • Product Agent → Select product documentation knowledge base folders
  • Customer Service Agent → Select customer service FAQ knowledge base folders

Avoid Too Much Data

Adding too much irrelevant data may:

  • Reduce answer accuracy
  • Increase response time
  • Cause AI confusion

Regular Updates

Knowledge Base Data is Static Snapshots

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

When you update files in Google Drive or Notion, you need to:

  1. Delete the old version of the file in the knowledge base
  2. Reselect the new version of the file

This way, the Agent can reference the latest content.

Verify Effectiveness

After configuration, test in conversations:

You: Please explain the authentication process in our project

AI: According to your knowledge base document "Authentication Design Document," your authentication process is as follows...
[Shows citation source: Knowledge Base > Authentication Design Document]

If the AI can correctly cite knowledge base content and show sources, the configuration is successful!

Common Questions

Why isn't the AI using my connected knowledge base?

Please confirm:

  1. Knowledge base tool has been added in the Agent's "Tools" section
  2. "When to Use" instructions have been clearly set, describing when to use this knowledge base
  3. Agent's "Core Instructions" mention using the knowledge base
  4. Test questions meet trigger conditions
  5. Questions are related to knowledge base content

Try more explicit phrasing, such as "According to the product documentation, how is the XX feature used?"

Can I use multiple knowledge base tools simultaneously?

Yes. You can add multiple knowledge base tools, each connecting to different knowledge base folders. Each knowledge base tool can have different "When to Use" instructions, letting the Agent know which knowledge base to query in which situation.

For example:

  • Product Knowledge Base Tool: Use when users ask about product features
  • Customer Service FAQ Knowledge Base Tool: Use when users ask about common questions
Do I need to reconfigure after knowledge base content is updated?

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:

  1. Go to the knowledge base page
  2. Delete the old version of the file
  3. Reselect the new version of the file

After completion, the Agent will reference the latest content without needing to reconfigure the tool.

Can attachments and knowledge base tools be used simultaneously?

Yes! This is the recommended approach:

  • Attachments: Core rules, essential knowledge (Agent always references, maximum 5)
  • Knowledge Base Tool: Detailed data, content that needs to be queried (Agent searches on demand)

The Agent can reference both simultaneously, making answers more accurate and complete.

Next Steps