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Knowledge Base

Connect your documents, data, and knowledge so agents can use them to answer questions and provide context.

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What Is Knowledge Base?

A knowledge base gives agents access to:
  • Company documentation
  • Technical manuals
  • Research papers
  • Policies and procedures
  • Product information
Agents can search, retrieve, and reference this knowledge when responding to queries.

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How It Works

  1. Upload Documents — Add PDFs, Word docs, text files, or connect to data sources
  2. Automatic Indexing — Xagent indexes and makes content searchable
  3. Semantic Retrieval — Agents find relevant information based on meaning, not just keywords
  4. Contextual Responses — Agents use retrieved knowledge to generate accurate answers

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Setting Up Knowledge Base

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Step 1: Navigate to Knowledge Base

Go to Knowledge in the sidebar.

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Step 2: Create a Collection

Organize related documents into collections:
  • Product Documentation
  • Company Policies
  • Technical Guides
  • Research Papers

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Step 3: Add Documents

Upload files or connect to external sources:

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Step 4: Assign to Agents

Select which agents can access each collection.

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Use Cases

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Customer Support Agent

Connect:
  • Product documentation
  • FAQs
  • Troubleshooting guides
  • Policy documents
Result: Agent answers questions accurately using official documentation.

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Technical Assistant

Connect:
  • API references
  • Code examples
  • Architecture docs
  • Runbooks
Result: Agent helps with technical tasks using up-to-date information.

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HR Assistant

Connect:
  • Employee handbook
  • Benefits information
  • Policy documents
  • Forms and templates
Result: Agent provides accurate HR guidance 24/7.

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Research Analyst

Connect:
  • Industry reports
  • Academic papers
  • Market research
  • Internal studies
Result: Agent synthesizes information from multiple sources.

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Best Practices

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Managing Access

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Agent-Level Access

Assign specific collections to each agent based on its purpose:
  • Support agents get product docs
  • Sales agents get pricing and competitive info
  • HR agents get policy documents

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User-Level Access

Control who can query which knowledge:
  • Role-based access control
  • Team-based collections
  • Personal knowledge bases

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Retrieval Augmented Generation (RAG)

Xagent uses RAG to improve accuracy:
  1. Retrieve — Find relevant documents based on the query
  2. Augment — Use retrieved content as context
  3. Generate — Produce answers grounded in the retrieved information
This ensures responses are:
  • Accurate — Based on your actual documentation
  • Citable — Sources can be referenced
  • Updatable — Update documents to update agent knowledge

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Next Steps