Knowledge
Create notebooks of documents and text that AI agents can search when answering questions.
Knowledge notebooks store documents and text that agents can search. Use them when an agent should answer from policies, manuals, FAQs, customer notes, or other internal material.
Open Knowledge under Data.
In this guide
| Topic | Start here |
|---|---|
| Create a notebook and add text or files | Create and upload |
| Enable notebooks on an agent and test answers | Use with agents |
When to use Knowledge
Use Knowledge when the agent should answer from source material that changes or is too detailed to put into instructions.
Good examples:
- HR policy documents
- Product support FAQs
- Process manuals
- Contract templates and guidance notes
- Internal knowledge base exports
Avoid using Knowledge for secrets, passwords, API keys, or anything that should be handled as a protected credential.
Notebook design
Citizen developers get better results when notebooks are focused:
| Better | Harder for agents |
|---|---|
HR leave policy | All HR files |
Support refund FAQ | Customer documents |
Supplier onboarding manual | Operations shared drive |
Name notebooks by the business topic, not by file format. Agents and teammates need to recognise what the notebook contains.
How agents use notebooks
When a notebook is enabled on an agent, the agent can search it during chat or tool use. Instructions still matter. Tell the agent when to use the notebook and how to cite or explain information from it.
Example instruction:
Use the HR leave policy notebook when users ask about holidays, sickness, or unpaid leave.
If the notebook does not answer the question, say that the policy does not cover it and suggest contacting HR.