How to Use Knowledge Bases

Step-by-step guide to using the Knowledge System in your workflows.

Getting Started

  1. Navigate to the Knowledge System from your dashboard
  2. Create a new knowledge base or select an existing one
  3. Add knowledge items through the interface or API
  4. Reference knowledge items in your agent workflows
  5. Monitor usage and performance

Creating Knowledge Items

Knowledge items can be created in multiple ways:

  • Manual creation through the UI
  • Bulk import from files or APIs
  • Automatic generation from agent interactions
  • Conversion from summaries or reports

Best Practices

  • Keep knowledge items focused and atomic
  • Use clear, descriptive titles and metadata
  • Update knowledge regularly
  • Archive outdated information
  • Link related knowledge items