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This guide walks you through the process of creating an agent that uses Knowledge AI to search a knowledge database, extract information, and output answers generated by a large language model (LLM). You’ll learn how to create your first knowledge store, upload knowledge sources, and test your agent using the interaction panel in the flow editor.

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Prerequisites

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Configure knowledge for an agent

To configure knowledge for an agent, complete the following steps:
1

Create knowledge store

  1. In your project, go to Design > Knowledge.
  2. In the Create knowledge store wizard, configure the following:
  • Name — enter a unique name, for example, xApps knowledge.
  • (Optional) Description — provide a brief description of the knowledge store.
  1. Click Save. The newly created knowledge store appears on the Knowledge page.
2

Create knowledge source

For this step, download this Cognigy text (CTXT) file about xApps.
  1. On the Knowledge page, select the knowledge store you created.
  2. Click Add knowledge and select CTXT file.
  3. Drag and drop the CTXT file to the field on the Upload CTXT file page or click Browse files and select the CTXT file from your device.
  4. Click Save.
3

Configure agent with knowledge

  1. Go to Design > Agent and follow one of the options:
  • Edit an agent by selecting menu > Edit.
  • Create an agent by clicking + Create agent and configure the following:
    • Name — enter a unique name, for example, xApps Expert.
    • Instructions — enter instructions about what the agent must accomplish, for example, You help customers with questions about Cognigy.
  1. In the Select knowledge store section on the Knowledge tab, configure the following:
    • Search — select Agent decides.
    • If search fails — select Decline with generic error.
  2. From the knowledge store list, select the knowledge store you created. The Search instructions field appears.
  3. In the Search instructions field, enter when the agent must search the knowledge store for an answer, for example, Use this knowledge store when the user asks about xApps.
4

Test your agent's knowledge

  1. Click interaction panel to open the interaction panel.
  2. Ask the agent What are xApps?. The agent searches the knowledge store and generates an answer in the chat.

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Use knowledge with flows

If your agents use flows, you can also retrieve information from a knowledge store with the Search Extract Output node.

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What’s next?

  1. Try creating a knowledge store with knowledge sources relevant to your business needs.
  2. Add more than one knowledge store to your agent with a knowledge tool to cater to your needs.
Last modified on November 11, 2026