Add a knowledge base

Open Knowledge. The page says Documents your agents can look things up in, like help articles or policies. Each agent chooses which ones it uses. The list ends with Knowledge is about your company and the world; memory is about people. Knowledge never holds what members said.

Start

• Choose New knowledge base. With none yet, the page says No knowledge bases yet and Add documents your agents can search for answers.
• The new page is titled New knowledge base. It says Documents your agents look things up in when they answer, like help articles, policies or product guides.
• How do you want to start? is Start a new one or Connect an existing one.
• Start a new one says Tell Studio where your documents are. It keeps your agents’ copy up to date.
• Connect an existing one says Already have one in your company’s account? You keep running it; Studio only reads from it.

Name it

The step is Name it. The note says A short name your team will recognise, like “Help articles” or “Returns policy”. The field is Name. Who can change its documents is folded under it. The note says People allowed to edit this group of instructions can change it. Most keep the default.

Where the documents are

For a new base, the next step is Where are the documents? The note says Pick where they live now. You can add more places later. The choices are Upload files, A website, Google Drive, SharePoint, GitHub and Amazon S3. Create and add documents makes the base and adds what you picked. Create without documents makes it empty. Choose the files appears when files are still needed. The page then says Created. Add documents and your agents can start using them.

Connect an existing one

• The step is Which one? The note says Pick the account, then the knowledge base in it.
• AWS account, then Knowledge bases in this account or Knowledge base id when the list cannot be read.
• The note says It stays yours: you keep adding documents and pay for it in your account, and Studio only reads from it. Take Studio’s access away and its searches stop at once.
• Choose Connect. The page says Connected. Your agents can search it now.

Until the name is filled, the page offers Give it a name. Until who may change the documents is chosen, it offers Choose who can change its documents. An agent uses the base only after a search is added. See Knowledge searches.