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Agent Knowledge & Data
Agent Knowledge & Data

Train your agents to provide more customized, context-relevant responses.

Updated over 2 weeks ago

What Is Agent Knowledge?

Agent knowledge refers to the information your custom AI agents use to provide contextual and accurate responses. Agent knowledge combines agents' pre-trained data with additional sources of information you can update as needed.

Explore the Knowledge Tab

The Knowledge tab lets you update, review, and edit agent knowledge in one place.

To edit your agent knowledge:

  • Go to the Agents tab in your workspace or folder.
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  • Click the three dots ··· next to an agent and select ✏️ Edit agent from the list.

  • Choose the Knowledge tab in the sidebar on the left.

Upload Documents

Uploading documents is a straightforward way to supply the agent with specific, structured information that it can use to generate more accurate responses.

  1. Go to the Knowledge tab of your agent (see the previous section).
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    • (method 1) Add sources
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      • Click the ADD SOURCES box to choose files from your device, or
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      • Drag & drop documents from your desktop into the box.
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    • (method 2) Add Media
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      • Click the 📄 Add Media button.
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      • Choose from attachments already uploaded to your projects.
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  2. Once you're done adding knowledge, click Update to save the changes.

Compatible Knowledge Formats

📎 Files & Documents

🌐 Web Resources

.pdf

YouTube videos

.csv

Blog articles

.txt

Tweets

.docx

Reddit threads

.md

News websites

Bulk Knowledge Management

You can now quickly add more data to your agent's knowledge base by uploading multiple projects, links, and files at the same time. Here's how it works.

  1. Go to the Knowledge tab of your agent (see the previous section).
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  2. Choose one of the available methods.
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  3. Use checkboxes or the ➕ button to select the resources you want to add.
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  4. Click Add to knowledge to upload the resources.

Use Web Resources

Using web resources allows your agents to access up-to-date information available online and ensures that it can provide relevant answers based on the latest data.

  1. Go to the Knowledge tab of your agent.
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  2. Choose one of the available sources:
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    • 🌐 Add link: Choose external resources like websites and blogs.
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    • 🎞️ Add YouTube: Choose one or multiple YouTube videos for transcription.
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    • 📦 Add with Google Drive, Dropbox, Box, or OneDrive.
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  3. Once you're done adding knowledge, click Update to save the changes.

💡 Note: Links/Sitemaps added will not be crawled for any internal links

Create Source

You can quickly create new text resources from scratch directly in the Knowledge tab.

💡 Note: Visit Markdown Support to learn more about using markdown in Taskade.

  • In the Knowledge tab, choose Add Markdown/Text.

  • Paste markdown or plain text into the pop-up window.
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  • Click Add to Knowledge to add the text to agent knowledge.
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  • When done, click Update in the Knowledge tab to save the changes.

Use Dynamic Knowledge

Adding links and projects to your agent's knowledge base allows it to constantly learn new things. Combining dynamic and static knowledge (uploaded files and documents) gives the agent a better understanding of what you're working on.

  1. Select your agent in the Agents tab.
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  2. Choose the Knowledge tab in the sidebar on the left.
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  3. Enable the Knowledge toggle on the right.
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  4. Use one of the available options to train your agent:
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    • 📄 Add Project: Select projects from the current workspace/folder.
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    • 🌐 Add link: Choose external resources like websites and blogs.

Projects used as knowledge sources will provide the following information to the agent:

✅ Included

❌ Not Included

Text, blocks, paragraphs

Uploaded files

Due dates

Comments

Assignees

Embedded links or files

Timers

Reactions

Custom fields

Chat messages

Knowledge Backlinks

Whenever an agent adds a project as knowledge, Taskade will add a backlink inside that project so you can instantly see which agents are using it.

Add Project to Agent Knowledge

You can instantly add any project to your agent's knowledge from the ··· menu:

  1. Click ··· in the top-right corner of a project.
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  2. Choose Add to Agent Knowledge from the drop-down list.

Look Up References

When you interact with agents, all responses display which sources are referenced. You can preview the sources on the go for enhanced visibility and transparency.

  1. Start a conversation with your agent.
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  2. You will see a box indicating access to external sources.
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  3. Click the drop-down arrow to preview the sources.

😊 Helpful Links

Related Articles
Markdown Support
Import from Markdown
Custom AI Agents for Job Search
Custom AI Agents for Legal Teams
Add Knowledge to Agent (Automation Action)
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