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Documentation

Guides, use cases & API reference

  • Overview
    • Getting Started
    • Platform Overview
  • Features
    • Features Overview
    • AI Assistant
    • Workflow Automation
    • Intelligent Memory
    • Data Management
    • Universal Integrations
    • Communication Channels
    • Collective Agent Memory (CAML)
    • Security & Control
  • Use Cases Overview
  • Financial Services
  • Fraud Detection
  • Supply Chain
  • Technical Support
  • Software Development
  • Smart ETL
  • Data Governance
  • ESG Reporting
  • TAC Management
  • Reference
    • API Reference
  • Guides
    • Getting Started
    • Authentication
  • Endpoints
    • Workflows API
    • Tools API
    • KDL (Data Lake) API
    • OpenAI-Compatible API
    • A2A Protocol
    • Skills API
    • Knowledge Base (RAG) API
    • Communication Channels
    • DSL Import API
Release Notes

Knowledge Bases

Knowledge bases let you upload documents and data that agents can search and reference when answering questions. This is called RAG (Retrieval-Augmented Generation) — it grounds the agent's responses in your actual data instead of relying solely on the LLM's training.


Creating a Knowledge Base

Click the + Create button to set up a new knowledge base:

  1. Give it a name and description
  2. Upload your files (PDF, DOCX, TXT, CSV, MD, and more)
  3. Files are automatically processed — chunked into sections and embedded for semantic search
  4. Attach the knowledge base to an agent to start using it

How RAG Works

User asks a question ↓ Agent searches knowledge base for relevant chunks ↓ Matching content is included as context in the LLM prompt ↓ Agent generates a response grounded in your data

This means the agent can answer questions about your specific documents, policies, products, or any other uploaded content — with references to the source material.

Supported File Types

FormatExtensions
DocumentsPDF, DOCX, DOC, TXT, RTF
SpreadsheetsCSV, XLSX, XLS
MarkupMD, HTML
CodeJS, TS, PY, and other source files

Managing Content

  • Add files — upload new documents at any time
  • Remove files — delete documents that are no longer needed
  • Re-process — re-embed documents if processing settings change
  • Monitor status — check the processing status of each file (pending, processing, ready, failed)

Quick Tips

  • Smaller, focused knowledge bases perform better than large general ones
  • Use clear document titles and headings — they improve chunk quality
  • Check processing status — files need to finish embedding before they're searchable
  • Attach a knowledge base to multiple agents if they need the same information
  • Update documents regularly to keep the agent's context current
  • For best results, remove duplicate or contradictory content

On this page

  • Creating a Knowledge Base
  • How RAG Works
  • Supported File Types
  • Managing Content
  • Quick Tips