Agent Integration

Advanced guide for managing agent knowledge and multi-agent configurations.

New to Knowledge Base? See Getting Started for basic setup and first-time attachment instructions.

How Agent Integration Works

When you attach documents to an agent:

  1. Documents are linked to the agent in the AI platform
  2. Agent can reference document content when responding
  3. Multiple documents can be attached to one agent
  4. Same document can be attached to multiple agents
  5. Updates to documents automatically sync to all attached agents


Basic Attachment

For step-by-step instructions on attaching your first document to an agent, see the Getting Started Guide.

This page covers advanced topics like managing multiple agents, automatic updates, and best practices.

Managing Attached Documents

Viewing Attached Documents

The attached documents list shows:

  • Document title
  • Source type
  • Document size
  • Detach button for each document

Detaching Documents

To remove a document from an agent:

  1. Find the document in the attached documents list
  2. Click the Delete button
  3. Document is removed from the agent
  4. Document remains in Knowledge Base for future use

Attached Document Count

In the Knowledge Base main page, the “Agents” column shows how many agents are currently using each document. This helps you:

  • Track document usage
  • Understand impact before deletion
  • Identify popular/unused documents

Automatic Synchronization

When you refresh or update a document, all attached agents automatically receive the updated version.

When Sync Happens

Automatic synchronization occurs when you:

  • Refresh a URL document
  • Refresh a Crawl document
  • Retry a failed document that was previously attached

Best Practices

Starting Out

Begin with focused documents:

  • Attach 1-2 documents initially
  • Test agent responses
  • Gradually add more as needed

Choose relevant content:

  • Select documents that match the agent’s purpose
  • Product agents need product docs
  • Support agents need FAQs and policies

Document Strategy

Keep documents focused:

  • Single topic per document works better
  • Break large content into multiple focused documents
  • Makes it easier to update specific areas

Update regularly:

  • Refresh URL documents weekly or monthly
  • Remove outdated documents
  • Add new documents as content evolves

Testing

After attaching documents:

  1. Open the Cast player or preview
  2. Go to Ask Me Anything section
  3. Ask questions related to document content
  4. Verify agent provides accurate answers
  5. Test with various question types

Example questions:

  • “What is [your product]?”
  • “How much does it cost?”
  • “What are the main features?”

Multi-Agent Usage

Sharing Documents Across Agents

The same document can be attached to multiple agents:

Use cases:

  • Company-wide policies for all agents
  • Product documentation for product and support agents
  • Pricing information for sales and support agents

How to implement:

  1. Attach document to first agent as normal
  2. Navigate to different agent settings
  3. Attach the same document
  4. Both agents now have access

Benefits:

  • Consistent information across agents
  • Single source of truth
  • Update once, affects all

Agent-Specific Documents

You can also create agent-specific documents:

Examples:

  • Technical docs only for technical support agent
  • Sales scripts only for sales agent
  • Onboarding guides only for onboarding agent

Troubleshooting

For detailed troubleshooting, see FAQ & Troubleshooting.

Quick checks for agent-specific issues:

  • Verify document status is “Uploaded” before attaching
  • Check attached documents list to confirm document is there
  • Ask questions specifically related to document content
  • Test with simple, direct questions first

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