Contents

Cancel

Recommended Articles

  1. unify-apps

    Indexing

    Unify AI

    Transform raw content into searchable knowledge through AI-powered indexing and vector embeddings

  2. unify-apps

    IMAP

    Unify Integrations

    Integrate your app with IMAP to enable seamless email synchronization, real-time access, and enhanced communication workflows.

  3. unify-apps

    Preview Your Work

    Unify Automations

    Effortlessly review & monitor your automation’s performance

  4. unify-apps

    QuickBooks

    Unify Integrations

    Integrate your app with QuickBooks to streamline accounting, automate invoicing, and manage finances effortlessly

  5. unify-apps

    FTP/FTPS

    Unify Integrations

    Connect your app with FTP/FTPS to automate secure file transfers and streamline data exchange across systems.

  6. unify-apps

    Snowflake

    Unify Automations

    Connect to Snowflake for fast, scalable cloud data warehousing and analytics

  7. unify-apps

    Button

    Unify Applications

    Create interactive elements with ease using buttons

  8. unify-apps

    BambooHR

    Unify Automations

    Integrate your app with BambooHR to streamline HR management, automate employee data processing, and enhance onboarding workflows

  9. unify-apps

    Build your first automation

    Unify Automations

    Learn how to build your automation step by step

  10. unify-apps

    User Management

    Unify Applications

    Efficiently manage user roles and permissions

  11. unify-apps

    Microsoft Teams

    Unify Automations

    Connect your app with Microsoft Teams to enhance communication, automate workflows, and foster collaboration across your organization

  12. unify-apps

    Jira

    Unify Automations

    Use Jira to plan, track, and manage your agile and software development projects

  13. unify-apps

    Pre Processing

    Unify AI

    Optimize query processing through intelligent rephrasing, retrieval, and ranking to deliver accurate AI responses

  14. unify-apps

    Google Calendar

    Unify Integrations

    Integrate your app with Google Calendar to streamline scheduling, automate event management, and improve team coordination

  15. unify-apps

    SAP HANA

    Unify Integrations

    Connect your app with SAP HANA to leverage in-memory computing for real-time data processing and advanced analytics at scale.

#
Unify AI
Logo
Knowledge

Knowledge

Logo

4 mins READ

Overview

Think of AI agent knowledge as the central repository of your intelligent assistant that powers every interaction and decision.While Large Language Models (LLMs) offer impressive general capabilities, they often lack the specific, accurate, and up-to-date knowledge needed for specialized business contexts. Adding knowledge sources to your AI agent is equivalent to providing it with specialized training and expertise, ensuring it can deliver accurate, contextual, and valuable responses beyond the limitations of generic LLM training data.

Types of Knowledge Sources

There are three ways to add Knowledge to your AI Agent.

  1. Upload Documents Consider a digital library that lets you feed your AI Agent with various file formats like CSVs, PDFs, DOCs, XLS, and PPTs. Perfect for adding company documentation, handbooks, and internal resources that stay relatively static. 

    For Example, Let's say you are building a HR Support agent then you could upload Employee handbook (PDF) and Training presentations (PowerPoint)

  2.  Import a Website Enables your AI Agent to automatically crawl and index specified website content. Creates a dynamic knowledge base that stays current with your website updates, ensuring the agent always has the latest information.

    For Example, an e-commerce sales agent synchronizes weekly blog posts about new arrivals, keeps track of monthly promotional offers, and updates yearly policy changes.

  3. Applications Connects your AI agent directly to business applications and tools for real-time data access. Allows seamless integration with your existing software ecosystem like Slack, Teams etc. for up-to-the-minute information retrieval.

    For Example, Building a Project manager which has access to Slack/Teams thread for tracking all the delivery updates.

RBAC

UnifyApps supports Role-Based Access Control (RBAC) filters within its knowledge structure, providing a robust system for managing information access. This ensures that different users or roles within an organization can access only the knowledge or data that they are authorized to see.

For example, imagine a large company where:

  • HR staff can access all employee records

  • Department managers only see their team's information

  • Regular employees can only view general company policies

When someone asks the AI agent about salary information:

  • HR gets complete salary band information

  • Managers see only their department's ranges

  • Employees receive general policy information 

Step-by-Step Guide to Add Knowledge 

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

    Image
    Image

  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:

    Image
    Image

    • 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.

      Image
      Image

    • Import a Website 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.

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

      Image
      Image

    • 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.

      Image
      Image
      Image
      Image
      Image
      Image

Managing Knowledge Sources

Managing your AI agent's knowledge base is like controlling a smart digital library. The agent will only fetch answers from enabled knowledge sources, allowing you to control what information is accessible. For example, when you disable last year's holiday promotion guidelines and enable the current campaign information, the agent will exclusively reference the active content. By deleting outdated content like discontinued product details or old policy documents, you ensure the agent always provides accurate and current information from the enabled sources.

Image
Image