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Use knowledge with an agent

Link library sources to one agent, choose its context mode, and publish the change.

Updated

  1. Open the agent, then open its Agent Knowledge Base page.
  2. Select Add document.
  3. Search for a source in the workspace library and select it. A source that is already linked is disabled in the picker.
  4. If the source does not exist yet, use Add URL, Add Files, or Create Text from the same picker.

Linked sources appear in the agent's document table. Removing a row from this table removes the link from the working copy; it does not delete the source from the workspace library.

Choose how context is supplied

When RAG is off, the editor can include a small linked knowledge base directly in the prompt. If the linked content exceeds 250 KB, the editor tells you to enable RAG. With RAG Enabled, Threetone searches the linked documents for relevant context on each turn.

For RAG, confirm that each source shows RAG indexed in the Knowledge Base before relying on it.

Test and publish

Linking or removing knowledge changes the agent working copy. Review the pending changes, then select Publish to make the approved knowledge configuration part of the published agent version. After publishing, use Test AI agent with questions that the source can and cannot answer.