Knowledge in Creatio AI Studio
Knowledge sources let you connect Prompt Agents to your organization's data — internal documents, policies, product materials — so they can find and use the right information when responding to users. This increases the accuracy of agent responses and reduces the risk of the agent generating incorrect or made-up information.
Without knowledge sources, agents rely only on general data from their training. They do not automatically know your company's processes, guidelines, or internal content. Knowledge sources solve this by giving agents access to a defined set of your data to search at the moment a user asks a question.
How agents use knowledge sources
When a user sends a message, the agent does not simply recall facts from its training data. Instead, it searches the attached knowledge sources for content that is relevant to the question, retrieves the most relevant fragments, and uses them to compose its response. This approach — searching a defined set of data at query time rather than relying on training — is called retrieval-augmented generation (RAG). It keeps responses grounded in your actual content and helps prevent the agent from generating inaccurate or made-up information.
To make retrieval efficient, Creatio AI Studio breaks source content into smaller chunks before indexing. The system then scores each chunk against the incoming query and passes the highest-scoring ones to the agent. You can improve this ranking by turning on Keyword boosting on a knowledge source — this gives extra weight to chunks that contain keywords from the query, which helps in cases where exact terminology matters.
Knowledge sources
A knowledge source is a named, indexed collection of files that an agent can search. Each source has a description that tells the agent what the source contains and when to use it. A precise description improves retrieval accuracy — the more specific it is, the better the agent can decide whether to query that source for a given request.
Creatio AI Studio currently supports File as the source type. You can upload documents in the following formats: .pdf, .txt, .md, .json, .docx, .pptx. A knowledge source goes through the following statuses before it becomes available to agents:
- Draft — the source has been created but not yet indexed.
- Indexing — Creatio AI Studio is processing the uploaded files.
- Ready — the source is indexed and available for retrieval.
- Failed — indexing did not complete successfully.
- Cancelled — indexing was stopped.
Only sources with Ready status can be used by agents. You need to reindex a source after uploading new files.
Citations
When an agent uses a knowledge source to compose a response, it can include references to the source content it relied on. This makes the agent's answers traceable — users can see where the information came from. Citations are configured per knowledge source at the agent level and can be turned on or off independently for each attached source.
Attaching knowledge sources to agents
A knowledge source does not become active on its own — it must be attached to a Prompt Agent. Each Prompt Agent has a Knowledge tab where you select which sources the agent can query. You can attach multiple sources to a single agent, and you can configure citations separately for each one. The agent will search all attached sources when generating a response and combine the retrieved content as needed.