Before you start
Before you start, sign in to the dashboard and select the organization you want to work in.- You need a knowledge base with at least one indexed retriever. Without one, the retriever picker shows Index a retriever first. See Configure a retriever.
- Open the agent’s Make page. See Builder basics for finding your way around.
Add it from the palette
1
Open the palette's Tools tab
Knowledge Retrieval sits at the top of the list with a Built-in badge.
2
Drag Knowledge Retrieval onto the builder
The gambit appears where you drop it, reading No Knowledge Bases until you configure it.
3
Drag from its handle to the AI Agent gambit's tool handle
The gambit’s handle sits on its right edge. The agent’s tool handle sits on its left edge.
Add it from the agent
1
Select the wrench button beside the AI Agent gambit's tool handle
Its tooltip reads Add tool. A panel opens, headed Add Tools.
2
Select Knowledge Retrieval
Knowledge Retrieval leads the grid, ahead of your toolkits.
Choose knowledge bases and retrievers
Select the gambit to open its editor.1
Pick the knowledge bases under Knowledge Bases
The agent searches every knowledge base you select here.
2
Check each row under Retriever per knowledge base
Every row is bound to one specific retriever. A new row binds to the live default on its own.
3
Pick a different retriever to rebind the row
The Default badge shows only while the bound retriever is also the live default.
Name and describe the tool
Two optional fields at the top of the editor tell the agent when to search.
A clear description matters most when one agent has several Knowledge Retrieval gambits.
Before you publish
Validation checks each connected Knowledge Retrieval gambit against its bound retriever, or the live default when the bound retriever no longer exists. Select Validate in the builder toolbar to see the result before you publish.
Each of these is an error. After validation reports one, the publish dialog lists it and blocks publishing until you fix it. A retriever that needs a reindex, or that is reindexing, still passes because it keeps answering.
