Knowledge

What is Knowledge?

Knowledge in UnifyApps enables your AI agents with the information and domain expertise they need to perform their tasks efficiently.

You can upload various data sources, such as CSV files, PDFs, DOCs, XLS(X) files, PPTs, EPUBs and websites or integrate applications like Slack, Google Drive etc. The knowledge base can be added manually or dynamically in real time from multiple sources.

We support RBAC filters within the knowledge structure. It ensures that different users or roles within an organization can access only the knowledge or data that they are authorized to see.

Step-by-Step Guide to Add Knowledge

1. In the AI Agents dashboard, select the "Knowledge" option from the left-hand sidebar.

   
   

2. On the Knowledge page, click the “+ Add Knowledge” button. This action will prompt you to begin adding a new Knowledge base.

3. We provide three ways to upload the Knowledge base: 

   
   

   • Upload Documents: Upload files directly from your system, including PDFs, Word, Excel, PowerPoint etc, allowing the AI Agent to access and use the content for its tasks.

     
     

   • Sync content from a website at regular intervals, enabling the AI agent has access to the latest data for more accurate and up-to-date responses. There are multiple options for refreshing frequency. It can be done on a Daily, Weekly, Monthly or yearly basis.

     
     

     You can either import all the pages from the provided URL or select specific web pages to import.

     
     

   • Application Integration: Connect the AI Agent to external applications like CRMs or databases, allowing it to pull real-time data and improve its performance and relevance in completing tasks.

     
     
     
     

You can manage multiple Knowledge bases simultaneously.

Delete Knowledge 

The Delete Knowledge feature in AI Agent allows you to permanently remove an existing knowledge base from the system. Once deleted, the knowledge and associated data will no longer be accessible to the AI agent.

In this way you can add and manage your organization’s knowledge base to AI Agent.

Next step is to add actions through topics. Hop on to the next article to add Topics to your AI Agent.