Location
Left Sidebar → Build → Knowledge BaseSteps to Create
→ NEEDS PLATFORM INFO: Detailed KB creation interface and stepsStep 1: Navigate to Knowledge Base
In the left sidebar, under “Build,” click Knowledge Base.Step 2: Click Create
Click the “Create Knowledge Base” button.Step 3: Configure Settings
| Field | Description |
|---|---|
| Name | Descriptive name (e.g., “Product FAQ”, “Support Docs”) |
| Type | Local (single agent) or Global (shared) |
| Description | Optional notes about this KB |
Step 4: Create
Click Create to finish setup.Naming Best Practices
Choose clear, descriptive names:| Good Names | Why |
|---|---|
| ”Product Support FAQ” | Clear purpose |
| ”Shipping Policies v2” | Includes version |
| ”TechCorp Returns” | Company + topic |
| Avoid | Why |
|---|---|
| ”KB1” | Not descriptive |
| ”Stuff” | Too vague |
| ”New knowledge base” | Default-sounding |
Local vs Global
Choose during creation:| Type | When to Use |
|---|---|
| Local | Information specific to one agent |
| Global | Information multiple agents should share |
After Creation
Your Knowledge Base is created but empty. Next steps:- Upload content — Add documents and information
- Wait for processing — System indexes content
- Attach to agent — Connect in agent’s Configuration Panel
- Test — Verify retrieval works