Configuring a Knowledge Base in a Custom Agent

What the Knowledge Base Tool Does

The Knowledge Base tool allows a Custom Agent to search and retrieve content from internal documents.

When enabled, the agent can:

• Search documents within the selected Knowledge Base

• Retrieve relevant excerpts

• Use internal content in responses

If the tool is not enabled, the agent cannot access internal documents.

Connecting a Knowledge Base to an Agent

To connect a Knowledge Base:

1. Open the Custom Agent settings

2. In the Tools section, enable Knowledge base

3. Click Configure

4. Select a Knowledge Base from the dropdown list

5. Click Save Configuration

6. Save the agent

Once configured, the Knowledge Base status will show as Configured.

The agent will search only within the selected Knowledge Base.

Creating a New Knowledge Base

If the required Knowledge Base does not exist, create a new one.

To create a Knowledge Base:

1. Open the Knowledge Bases section

2. Click the dropdown and select Create New…

3. In Basic Info, provide:

   • Name

   • Slug (URL-friendly identifier, lowercase with hyphens)

   • Status (set to Active if the Knowledge Base should be used)

4. If needed, open the SharePoint tab and provide the required credentials

5. If applicable, configure the S3 Storage settings

6. Click Create

After creation, documents can be uploaded manually or synchronised from SharePoint.

Document Synchronization

Knowledge Bases process changes automatically.

The interface shows:

• Last sync time

• Sync status (for example, Success)

Only synced documents are searchable.

If documents were recently added, wait until synchronization is complete before testing the agent.

Restricting the Agent to Internal Documents

Enabling the Knowledge Base allows access to internal documents but does not automatically restrict responses to them.

To ensure document-based responses, include a rule in the system prompt such as:

Use only information from the connected Knowledge Base.
If the answer is not found in the documents, clearly state that the information is unavailable.

Without this rule, the agent may combine internal and general knowledge.

When to Use a Knowledge-Connected Agent

Use a Knowledge Base when:

• Answers must come from internal policies or procedures

• Document-based accuracy is required

• Official documentation must be referenced

For general writing or external research, use the General Assistant instead.

What to Read Next

• Tools, Permissions, and Knowledge Access

• Defining Custom Agent Scope

• When to Create a Custom Agent (and When Not To)