Give your agent knowledge
Ground your agent in your team's knowledge base and skills.
Intermediate · ~10 min · Prerequisites: a draft agent + KB content
Building and editing agents is admin-only. Members can run and observe agents, but only admins can create or change them.
What you'll do
Connect your agent to your org's knowledge base and add skills so it answers from your own content instead of relying on general knowledge.
Attach knowledge
Go to /admin/agents/<slug>/edit and open the Knowledge section of the editor. From here you can connect KB sources — spaces, folders, or individual documents that the agent is allowed to search when answering a question.
To attach a source:
- Click + Add knowledge source.
- Browse your KB content and select a space, folder, or document.
- Click Add. The source appears in the active list immediately.
When a member asks the agent something, it searches the attached sources first and grounds its answer in what it finds. If nothing relevant surfaces, it falls back to its general training.
Add skills
Skills are modular capabilities you can bolt on to an agent — things like summarizing a document, extracting action items, or generating a status update in a fixed format. Open the Skills section and click + Add skill to browse what's available in your org.
Each skill is a compact, reusable instruction set. Adding one tells the agent "when asked to do X, do it this way." Skills keep behavior consistent across conversations without bloating the agent's main instructions.
Keep it scoped
Attach only sources and skills that are genuinely relevant to what this agent does. An agent with ten KB sources all attached "just in case" is harder to test, more likely to surface irrelevant content, and harder for members to trust.
A good heuristic: if a member would never need this agent to answer questions about a source, leave that source out. You can always add more sources later and publish a new version.
KB sources are searched at query time — attaching a source does not copy its content into the agent. If the source updates, the agent automatically searches the latest version on the next conversation turn.
Test grounded answers
Open the test panel (the slide-in panel from the right side of the editor) and ask questions your real members would ask. Watch whether the answer references your actual KB content. If the agent ignores the knowledge source and gives a generic answer:
- Check that the source is actually attached in the Knowledge section.
- Try a more specific question that closely matches the KB content's topic and wording.
- If the source is a large space, consider narrowing to a specific folder or document.
Test panel conversations don't appear in members' histories or analytics, so iterate freely until the answers are grounded correctly.