Knowledge Agent

What is Knowledge Agent?

Knowledge Agent turns your documents into a conversational knowledge base. Upload PDFs, Word files, or plain text, and the agent builds a unified index you can query in plain language. Every answer comes with citations so you know exactly which document and section the information came from.

It's particularly useful for teams that store critical knowledge in scattered documents — onboarding guides, product specs, policies, research — and want to find answers without digging through folders. Unlike a simple search tool, Knowledge Agent understands the meaning behind your question and surfaces relevant context even when the exact words don't match.

How to Use Knowledge Agent

Getting Started

1. Click Knowledge Agent in the sidebar.
2. Open the Knowledge Base tab.
3. Create a new knowledge base and give it a name (e.g., "Product Docs" or "HR Policies").
4. Upload your documents (PDF, DOCX, or TXT formats are supported).
5. Once processing is complete, switch to the Chat tab and start asking questions.

Navigation

Knowledge Agent is found in the main sidebar under Agents. Use the Knowledge Base tab to manage your document collections — create multiple knowledge bases for different projects or teams. The Chat tab is where you interact with the indexed content. You can switch between knowledge bases at any time from the chat interface.

Key Features

Document Ingestion

• Multi-format ingestion — Supports PDF, DOCX, and TXT files. Upload multiple documents into a single knowledge base, and the agent processes and indexes them automatically.
• Knowledge gap detection — When the agent can't find a reliable answer in your documents, it tells you rather than guessing, so you always know when to verify externally.

Search and Citations

• Semantic search with citations — Answers include the source document and section, so you can verify and dig deeper. Citations are linked directly to the relevant passage, making it easy to cross-check critical information.

Conversation Features

• Conversational Q&A with follow-up — Ask a question, then ask a follow-up in natural language. The agent remembers the context of your conversation so you can drill down progressively without re-stating context.

Example Use Cases

Common Scenarios

• Onboard new hires faster by giving them instant answers to policy and process questions instead of waiting for a colleague to respond.
• Find the latest product specs across multiple version documents without reading them all.

Advanced Scenarios

• Audit compliance documents by asking targeted questions and getting cited answers you can trace back to the source.
• Surface tribal knowledge by uploading internal wikis, meeting notes, or runbooks that rarely get read but contain critical institutional context.

Tips for Best Results

Getting Better Output

• Upload related documents together into the same knowledge base so the agent can cross-reference them when answering. Grouping by topic or team makes answers more coherent.
• Be specific in your questions. "What is our refund policy for enterprise customers?" gets a better answer than "What are our policies?"
• Check the citations on important answers. The agent shows you which document and passage it drew from, making it easy to verify before acting on the information.

Common Mistakes to Avoid

• Avoid mixing unrelated documents into a single knowledge base — it can dilute search quality. Create separate knowledge bases for distinct topics or projects.
• Don't assume silence means no answer exists. If the agent says it couldn't find something, try rephrasing the question or uploading additional documents that cover the topic.