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Knowledge Base Overview

The Knowledge Base (KB) enables you to enhance your agents with domain-specific information, making them more accurate and useful for specialized tasks.

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What is Knowledge Base?

A knowledge base is a collection of documents and data that your agent can reference when answering questions or executing tasks. Instead of relying solely on pre-trained knowledge, agents can access your proprietary information.

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Why Use Knowledge Base?

Domain Expertise

Give agents specialized knowledge in your field

Accurate Answers

Base responses on your actual data and documents

Easy Updates

Keep information current by updating the knowledge base

Privacy Control

Keep sensitive data within your controlled environment

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Key Features

Uses semantic search to find relevant information:
  • Understands meaning, not just keywords
  • Finds related concepts
  • Ranks results by relevance

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Multiple File Formats

Supports various document types:
  • Documents: PDF, DOCX, TXT, MD
  • Spreadsheets: CSV, XLSX
  • Presentations: PPTX
  • Web: HTML content
  • Code: Source code files

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Context-Aware Retrieval

Integrates retrieved knowledge into responses:
  • Automatic context selection
  • Relevance scoring
  • Source attribution

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Use Cases

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Customer Support

Upload:
  • Product manuals
  • FAQs
  • Policy documents
  • Troubleshooting guides
Result: Agents answer questions based on your actual documentation.

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Research & Analysis

Upload:
  • Research papers
  • Industry reports
  • Case studies
  • Historical data
Result: Agents ground their analysis in your research materials. Upload:
  • Regulations
  • Compliance documents
  • Legal precedents
  • Company policies
Result: Agents ensure responses align with requirements.

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Technical Documentation

Upload:
  • API documentation
  • Technical specs
  • Code documentation
  • Architecture diagrams
Result: Accurate technical assistance based on your systems.

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Knowledge Base Workflow

1
Prepare documents Gather and organize your source materials
2
Upload files Add documents to your knowledge base
3
Automatic processing Xagent processes and indexes your content
4
Attach to agent Link knowledge base to your agents
5
Enhanced responses Agents use knowledge to provide accurate answers

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Managing Knowledge Bases

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Creating KBs

Create multiple knowledge bases for different use cases:
  • Product documentation
  • Company policies
  • Technical specifications
  • Research materials

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Updating Content

Keep knowledge current:
  • Add new documents
  • Update existing files
  • Remove outdated content
  • Automatic re-indexing

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Access Control

Control who can use each knowledge base:
  • Public templates
  • Team-specific KBs
  • Private knowledge
  • Permission management

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Best Practices

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Document Organization

  • Group related content together
  • Use clear file names
  • Maintain consistent structure
  • Update regularly

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Content Quality

  • Ensure accuracy and currency
  • Use clear, concise language
  • Include examples where helpful
  • Standardize formatting

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Size Considerations

  • Start with key documents
  • Add content incrementally
  • Monitor retrieval quality
  • Balance breadth vs depth

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Next Steps