📄Agent Knowledge, Documents, and Training

How to Add Knowledge to Agents

Modifying/Editing Agents: To modify or edit an agent, click the three dots in the top right corner in the Agents section.

AI Agent Knowledge: Edit agent prompts to customize tone, personality, behavior, role, or specific instructions in plain text or JSON.

Tip: Use the RISEN framework (Role, Instructions, Steps, End Goal, Narrowing) for effective prompts.

Train Your Agent with Specialized Content

Equip your agent with your company's confidential data, including URLs and documents, to provide accurate and informed responses. This is crucial when the agent serves a functional role within your organization. Supported file types: CSV, Text, PDF, XLSX

Uploading Documents for a Personalized Touch

1. Navigate to: [Edit Agent > Knowledge > Add Documents].

2. Upload Materials: Add multiple files at once in DOCx, PDF, CSV, XLSx, or text format.

   • Examples: Research papers, company guidelines, brand guidelines.

3. Think of this as handing over essential documents to a consultant before a big meeting.

Documents and URLs

Inject Professional Knowledge into Your Agent

• Link to Web Pages: Connect your Agent to specific web pages containing relevant knowledge.

• Upload Well-Formatted Documents: Provide structured documents for analysis and knowledge extraction.

• Direct Input: Enter specific knowledge directly into the Agent.

• Web Search Learning: Enable your Agent to learn from web searches for updated information.

Add URL

1. Feature: [Add URL] enables the AI Agent to learn from designated web pages.

2. Utilize: Provide the URL of the desired website (e.g., store, brand site, news site).

3. Option: Include subpages under the URL (up to ten).

4. Note that some websites may block content scraping.

Knowledge

Equipping your AI Agent with tailored knowledge enhances performance, similar to training a new team member.

Adding Webpages to Your Agent's Knowledge

1. Navigate to: [Edit Agent > Links > Add URL].

2. Input URL: Provide the URL of the desired content (e.g., personal blog, news portal, professional journal).

3. Add Link: Let your Agent absorb the details.

   • Note: Ensure pages are unrestricted to avoid errors.

Best Practices for Using AI Agents Web Scraper Tool

1. Limit Knowledge Sources: Keep the total to 20 URLs and documents for efficiency and accuracy.

2. Document Formatting: Follow recommended guidelines for optimal understanding.

3. Monitor Performance: Check response changes after adding new knowledge.

4. Use Trusted Sources: Ensure accurate and valuable information by guiding your Agent to reliable websites.

Upload Documents

Empower Your AI Agent with Offline or Private Knowledge

• Upload Feature: Use [Upload Document] to add product information, industry reports, company policies, and more.

• Optimize Training: Manage and prioritize the most relevant and valuable documents for the best results.

• Note: Documents are converted into vectors (AI readable format) and not stored in our systems.