Add a knowledge source

Agents in Creatio AI Studio use knowledge sources to retrieve relevant information when responding to user requests. You can upload files to a knowledge source, index it, and then attach it to a Prompt Agent so the agent can reference its content.

Create a knowledge source

1. Log in to Creatio AI Studio.
2. Go to Knowledge in the left navigation panel.
3. Click New source.
4. Enter a name for the source in the Create Knowledge Source dialog.
5. Enter a description. Describe what the source contains and when agents should use it. The more specific the description, the more accurately agents can retrieve relevant information.
6. Select File in the Source type field. Other source types are also available in this field but are not covered in this article.
7. Upload one or more files by clicking Select files or dragging and dropping them onto the upload area. Supported formats: .pdf, .txt, .md, .json, .docx, .pptx.
8. Click Create source.

As a result, Creatio AI Studio creates the knowledge source and starts indexing it automatically. Once indexing is complete, the source status changes to Ready and it is available for agents. If you upload new files to an existing source or update its settings, start indexing manually. Learn more: Start indexing.

Upload additional files

After creating a source, you can add more files at any time.

1. Open the knowledge source from the Knowledge list.
2. Click Upload files.
3. Select the files to add.

As a result, Creatio AI Studio adds the files to the Files tab. The source status resets to Draft until you reindex it.

Configure retrieval settings

This step is optional. Out of the box, Keyword boosting is enabled — it helps agents find more relevant content by giving extra weight to chunks that contain keywords from the query. Turn it off if you want standard retrieval without keyword prioritization.

1. Open the knowledge source from the Knowledge list.
2. Go to the Settings tab.
3. Turn on Keyword boosting to prioritize content chunks that contain keywords from the agent's query. This setting applies to every agent attached to this source.

As a result, Creatio AI Studio saves the setting. It takes effect during the next indexing session. Keyword boosting is enabled out of the box.

Start indexing

Indexing starts automatically when you create a knowledge source. Run it manually after uploading new files to an existing source or updating its settings.

1. Open the knowledge source from the Knowledge list.
2. Click Start indexing.

As a result, Creatio AI Studio starts processing the files. The source status changes to Indexing and then to Ready when complete. You can monitor indexing progress on the Indexing tab. Once the status is Ready, you can attach the source to an agent.

Attach a knowledge source to an agent

Knowledge sources are attached at the Prompt Agent level.

1. Go to Agents in the left navigation panel.
2. Open the Prompt Agent you want to configure.
3. Open the Knowledge tab on the Build tab.
4. Select the source from the dropdown in the Knowledge Sources section.
5. Turn off Citations if you do not want the agent to include source references in its responses. Citations are on out of the box.
6. Click Publish to publish the agent.

As a result, the agent can now query the knowledge source when responding to user requests. The agent includes references to the source content in its answers unless you turned off Citations.

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See also

Knowledge in Creatio AI Studio

Creatio AI Studio overview