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What is this?

An agent with only Instructions can chat nicely but doesn’t know your facts. Knowledge is its reference binder — the things it looks up rather than the things it’s told to memorize. [SCREENSHOT: ai-agent-knowledge-tab — The Knowledge tab showing the New Knowledge Source form and the list of added sources with status badges]

What can I do here?

Click Add Source and choose a Source Type: Give it an optional Title, add the content/link/file, and save.

How to use it

Wait for it to finish processing

Each source moves through a status: Pending → Processing → Processed. Wait for Processed before you test the agent against it. Failed means the link didn’t load or the file was empty — fix that and add it again.
Start small. One or two good sources — a price list and a short FAQ — beat a huge pile of old documents. Short, accurate, up-to-date facts produce better answers than volume.

Pair it with a rule in Instructions

Knowledge only helps if the agent is told to actually rely on it. Add a line like “Only use the facts in your knowledge. Never invent prices, stock, or policies.” to Instructions — otherwise the model may fall back on a plausible-sounding guess.

Troubleshooting / Technical Notes

  • A source shows Failed. Check that the link opens in a normal browser, or that the file isn’t empty or corrupted, then add it again.
  • The agent gives wrong or made-up answers. Confirm the relevant source shows Processed, and tighten Instructions to say it should only use knowledge it has.
  • The agent seems to ignore a source you just added. Give it a moment to finish processing, then start a New Conversation in Test — an in-progress test session may not pick up a source added mid-conversation.
Last modified on September 22, 2026