Core Functionality
- Query a knowledge base using an AI agent that reasons about the best retrieval approach
- Choose between Fast, Focused, and Deep query modes to balance speed and thoroughness
- Optionally return the source context and chunks used to generate the answer
- Accept additional context (e.g., conversation history) to improve query relevance
- Select the LLM provider and model powering the agent’s reasoning
Tool Inputs
Knowledge Base* — Required · Knowledge Base selector · The knowledge base to query.Query* — Required · Text · The natural language query. The agent uses this to determine the best way to query the knowledge base. Include the key criteria needed to answer the query.Mode— Dropdown · Default:Focused· Options:Fast,Focused,Deep· Controls the query effort — Fast for quick answers, Focused for balanced depth, Deep for thorough analysis.Return Answer— Boolean · Default:true· When enabled, generates a synthesized answer from the knowledge base.Return Context— Boolean · Default:false· When enabled, returns the relevant context and chunks used to generate the answer.Accept Additional Context— Boolean · Default:false· When enabled, shows an additional context input to provide supplementary information to the agent. (Advanced setting)Additional Context— Text · Optional · Additional context to help the agent understand the query better (e.g., conversation history, user preferences). Appears whenAccept Additional Contextis enabled.Provider— Dropdown · Default:Google· The LLM provider used by the agent. (Advanced setting)Model— Dropdown · Default:gemini-3-flash-preview· The LLM model used by the agent. (Advanced setting)
Tool Outputs
answer— Text · The answer synthesized by the agent from the knowledge base.context— Text · The formatted context and chunks used by the agent to generate the answer. Only present whenReturn Contextis enabled.
- Agents
- Workflows
Overview
When added as a tool inside an agent, the Knowledge Base Agent enables your primary agent to delegate complex knowledge base queries to a specialized retrieval agent. The primary agent passes the query, the retrieval agent reasons about the best search strategy, fetches relevant chunks, and returns a synthesized answer — all within the conversation flow.Use Cases
- Regulatory Q&A assistant — A client-facing agent delegates SEC filing questions to a Knowledge Base Agent tool connected to a regulatory document library, returning precise citations.
- Investment research copilot — An analyst agent queries a knowledge base of earnings transcripts and annual reports to answer specific questions about company performance.
- Policy lookup for advisors — A financial advisor agent uses a Knowledge Base Agent to retrieve and summarize relevant sections from internal compliance policies.
- Due diligence support — An M&A agent queries a knowledge base of target company documents to answer specific due diligence questions with sourced context.
- Client portfolio FAQ — A wealth management agent queries product knowledge bases to answer client questions about fund strategies, fees, and performance history.
How It Works
- Add the tool — In the agent builder, open the tool panel and navigate to the Knowledge category. Select Knowledge Base Agent to add it as a tool.

- Select the knowledge base — Use the
Knowledge Baseselector to choose which knowledge base the agent will query. - Configure input fields — The
Queryfield can be left open for the primary agent to fill dynamically based on conversation context, or locked to a fixed value for consistent queries. Click the sparkle icon to switch fields between dynamic and static mode.

- Write a Tool Description — Describe when the agent should use this tool. Example: “Use this tool to answer questions about SEC regulatory filings. Provide a specific, detailed query including the regulation name or section number.”
- Set Auto Run behavior — Choose how the tool executes:
- Auto Run — Queries the knowledge base immediately.
- Require User Approval — Pauses for user confirmation before querying.
- Let Agent Decide — The agent determines whether approval is needed based on context.

- Test the tool — Send a question in the chat interface that should trigger the knowledge base query and verify the agent returns a relevant, sourced answer.
Settings
Knowledge Base— Knowledge Base selector · Default: none · The knowledge base to query.Tool Description— Text · Default: none · Describes when and how the agent should use this tool.Auto Run— Dropdown · Default: Auto Run · Controls execution behavior.
Provider— Dropdown · Default:Google· LLM provider for the retrieval agent.Model— Dropdown · Default:gemini-3-flash-preview· LLM model for the retrieval agent.Mode— Dropdown · Default:Focused· Query depth (Fast, Focused, Deep).Return Context— Boolean · Default:false· Return source chunks alongside the answer.Accept Additional Context— Boolean · Default:false· Enable additional context input.
Best Practices
- Write specific queries — The more specific the query, the better the agent can target its retrieval. Include entity names, date ranges, and specific metrics rather than broad questions.
- Use Deep mode for complex questions — When queries span multiple documents or require cross-referencing (e.g., comparing financials across quarters), use Deep mode for thorough analysis.
- Enable Return Context for auditable answers — In regulated industries, enable Return Context so users can verify the sources behind every answer.
- Provide additional context for follow-ups — Enable Accept Additional Context and pass conversation history so the agent understands follow-up questions in context.
- Match the knowledge base to the query domain — Connect the tool to a knowledge base that contains the relevant documents. A single agent can have multiple Knowledge Base Agent tools, each pointing to a different knowledge base.
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