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Agent Knowledge & Data

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

Updated this week

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.

  • Click the three dots Β·Β·Β· 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).

    • (method #1) Add sources

      • Click the ADD SOURCES box to choose files from your device, or

      • Drag & drop documents from your desktop into the box.

    • (method #2) Add Media

      • Click the πŸ“„ Add Media button.

      • Choose from attachments already uploaded to your projects.

  2. Once you're done adding knowledge, click Update to save the changes.

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.

  2. Choose one of the available sources:

    • 🌐 Add link: Choose external resources like websites and blogs.

    • 🎞️ Add YouTube: Choose one or multiple YouTube videos for transcription.

    • πŸ“¦ Add with Google Drive, Dropbox, or Box.

  3. Once you're done adding knowledge, click Update to save the changes.

Leverage 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.

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

  3. Enable the Knowledge toggle on the right.

  4. Use one of the available options to train your agent:

    • πŸ“„ Add Project: Select projects from the current workspace/folder.

    • 🌐 Add link: Choose external resources like websites and blogs.

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

βœ… Included

❌ Not Included

Text, blocks, paragraphs

Uploaded files

Due dates

Comments

Assignees

Embedded links or files

Timers

Reactions

Custom fields

Chat messages

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.

  2. You will see a box indicating access to external sources.

  3. Click the drop-down arrow to preview the sources.

😊 Helpful Links

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