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Step-by-step: Creating a Knowledge AI Agent

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1. Select the Agent Type

On the dashboard, click Create AI Agent and select the Knowledge AI Agent option.

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2. Set Collection Type

  • Choose from:
    • Unstructured Data (Files)
      • Users can upload documents (PDFs, PPTs, Word, spreadsheets, audio, video) to extract valuable insights using advanced AI, enabling accurate, context-rich responses. This seamlessly integrates unstructured data into workflows, helping users and businesses gain actionable insights.
    • Database
      • Connects to databases to retrieve relevant data and generate natural language, context-aware responses, simplifying complex queries and improving exploration.
    • Live Search
      • Fetches real-time data from dynamic websites to provide accurate, up-to-date responses to user queries. By integrating live sources, it ensures answers reflect the most current and relevant information available.
    • Transcribe
      • Uses advanced speech-to-text technology to convert audio and video into text while analyzing it for context, key insights, and relevant information.

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3. Fill in Details

  • Add a collection name and description
  • Choose the base language and model (e.g. GPT-4o)
  • Click Create

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4. Upload Knowledge Sources

Once your collection is created, you can upload:
  • Files (PDF, PPTX, Word, Excel, audio, video) from local device, Google Drive, or SharePoint
  • URLs (scrape individual pages or full websites)
  • Text snippets manually
Use OCR if needed for image-based documents.

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5. Set Guardrails

Under the Guardrails tab, configure:
  • System Prompt (instructions for the agent)
  • Pre-processing instructions
  • Additional logic or fallback flows
  • Co-browsing agent integration (if applicable)

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6. Interact with Your Knowledge Agent

Go to the Ask AI Agent tab to start asking questions directly based on the uploaded content. You can toggle Chat Context for multi-turn memory.

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Access from Sidebar

Once created, all your Knowledge AI Agents and collections are accessible from the AI Knowledge tab in the left sidebar. Here, you can:
  • View all your collections
  • Edit or delete them
  • Add new documents or sources

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Integration as Web Chat Bot

By clicking the three-dot menu (︙) on any collection card under AI Knowledge, and selecting Integration, you can:
  • Embed a conversational AI bot into your website or portal
  • Copy the pre-generated JavaScript snippet
  • Customize appearance and behavior with query parameters
    (e.g., &chatFontSize=20px, &chatBackgroundColor=%23fd2000)
This allows your customers or team to chat with the Knowledge Agent using a branded interface on your site.