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Add reference material that your agent should use when answering. Instructions tell it how to behave; knowledge supplies facts from sources you attach. Use material you are allowed to share with the agent’s audience. Start with a small, trustworthy source you can read yourself, such as a current FAQ. Describing a business during agent creation does not add its documents or establish its policies.

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Find Knowledge

  1. Open Home.
  2. Select the agent you want to edit.
  3. Open Build → Settings.
  4. Find Knowledge.
Home opens your current space; you choose the intended agent there. If its Knowledge card is already open, continue with Choose a source.

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Choose a source

Choose one main source first so you can check exactly what information you have supplied. You need permission to edit the agent and use the material.

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Add one document

For a first file upload:
  1. Under Upload Documents, select Browse files.
  2. Select your reference document on your device.
  3. Wait for its row in Attached knowledge to show Ready.
The upload saves the document and attaches it to this agent. The full upload guide explains file formats, limits and failures. If you chose a different method, follow its complete guide in the table. Once the source is attached and ready, continue with Check what the attachment includes.

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Check what the attachment includes

Sources attach to a particular agent. A file stored only in Library is not automatically available to every agent. An individual-file attachment includes that file. A folder or project attachment covers its eligible contents, including eligible material added there later. Choose a container only when that whole scope suits this agent’s audience. Uploads, pasted submissions and Library attachments have their own saving actions. You do not use Design’s Save Changes to add knowledge.

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Choose how answers use it

After a source is attached, open Behavior in Knowledge. The grounding choices serve different purposes:
  • Strict directs answers to stay within supplied knowledge.
  • Balanced prefers that knowledge while identifying added general information.
  • Open allows the knowledge alongside general information.
Always consult knowledge before answering controls whether factual questions start with a search of the attached material. Follow Control how your agent uses its knowledge to make those choices and save them. Then ask the preview a question your actual source answers. Compare the reply with the source. These settings guide behavior; they do not guarantee accurate answers.

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If the source is not usable yet

If a file fails, follow Fix a file that failed to process. Use Retry only when the row offers it. If the document was saved but not attached, use Retry attachment instead of adding another copy. For website pages, check that they are Saved and the source is Active using the website guide. If the agent still misses information from an attached, ready source, use Why your agent can’t find something.