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The Knowledge Base section in the Agent tab is where you attach persistent knowledge directly to your Agent. This is different from the Query Knowledge Base tool — the Knowledge Base section defines the Agent’s own background knowledge that is always available, while the Query Knowledge Base tool is a tool the Agent calls on-demand to search specific documents. Think of it this way: the Knowledge Base section is like giving an employee a reference manual they always have on their desk, while the Query Knowledge Base tool is like sending them to search through filing cabinets when a specific question comes up. Knowledge Base section in the Agent builder

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How it works

Knowledge attached through this section is persisted for the entire Agent session. The Agent can draw on this knowledge at any time without needing to call a tool. This makes it ideal for:
  • Static reference knowledge — product catalogs, company policies, FAQs, brand guidelines, or any information the Agent should always know.
  • Accumulated session knowledge — information the Agent gathers and stores during a conversation that should persist across messages.
For example, an Agent can have three Query Knowledge Base tools configured to search different document collections on demand, and also have a static global Knowledge Base attached through this section that provides foundational context the Agent always has access to — even if no tool is called.

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Adding a Knowledge Base

  1. In the Knowledge Base section of the Agent tab, click to attach an existing Knowledge Base or create a new one.
  2. Select one or more Knowledge Bases from the dropdown.
Create your Knowledge Bases from the Knowledge Base section in the main sidebar before building your Agent. Upload your documents and wait for each file to show a green checkmark confirming it has been indexed. Then come back to the Agent builder and attach it here.

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Configure Metadata

Click Configure Metadata to add metadata to your Knowledge Base documents. Metadata helps the Agent filter and prioritize information — for example, tagging documents by department, date, or document type. Configure Metadata settings

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Settings

Click Settings to adjust how the Knowledge Base behaves within your Agent. These settings control retrieval behavior like chunk size, overlap, and relevance scoring. Knowledge Base settings panel

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Knowledge Base vs. Query Knowledge Base tool

Knowledge Base sectionQuery Knowledge Base tool
What it doesAttaches persistent knowledge the Agent always has access toA tool the Agent calls on-demand to search specific documents
When it’s usedAlways available — no tool call neededOnly when the Agent decides to search (or is prompted to)
Best forStatic reference material, global context, accumulated knowledgeSearching large document collections, querying specific data
ExampleCompany brand guidelines the Agent should always followSearching a collection of quarterly earnings reports for a specific metric
Use the Knowledge Base section for information your Agent should always know. Use the Query Knowledge Base tool when the Agent needs to search through large or varied document collections on demand. You can use both together — for example, attach a company overview as persistent knowledge and add Query KB tools for searching detailed financial records.