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Give your Agent access to your company’s documents so it can answer questions with accurate, cited responses. You can connect entire Knowledge Base collections, reference specific files in your instructions, and control when the Agent searches.
Before configuring Agent knowledge, make sure your Knowledge Base is set up with the documents and sources your Agent needs.
1

Open the Agent editor

Go to Agents, find the Agent you want to configure, click … and select Edit.
2

Navigate to the Knowledge section

In the Setup tab, scroll to the Knowledge section and click + Add.
Knowledge section in the Agent editor showing connected collections and Smart Search toggle
3

Select knowledge sources

Browse your Knowledge Base and select the collections, folders, or individual documents you want your Agent to search. Click Save to confirm.
Add Knowledge dialog showing Knowledge Base collections with checkboxes to select General Knowledge, Sales, Marketing, and Customer Support
Once you add knowledge, the Agent searches it when answering questions and cites the sources it used. When knowledge is added, you can enable Smart Search to let the Agent decide when to search the Knowledge Base.
  • Smart Search on — The Agent only searches when it determines the Knowledge Base is likely to help answer the request. This reduces unnecessary searches and improves response speed.
  • Smart Search off — The Agent searches the Knowledge Base on every request, regardless of whether it seems relevant.
Smart Search toggle in the Knowledge section of the Agent editor
Enable Smart Search for Agents that handle a mix of general questions and company-specific inquiries. Disable it for Agents that should always ground their answers in your documents.

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Reference files in instructions

You can reference specific Knowledge Base items directly in your Agent’s instructions by typing # in the instructions field. This opens a search dialog where you can find and select documents.
Knowledge Base reference search popup appearing after typing # in the instructions field

Type # in the instructions to search and reference specific Knowledge Base items

When you reference an item this way:
  • The Agent autonomously searches over that content when it’s relevant to a user’s question.
  • The referenced item is automatically added to the Agent’s Knowledge section.

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Pin content inline

Hover over a referenced item in the instructions field and click the pin icon to include the content directly in the prompt. Pinned content counts toward the model’s token limit but guarantees the Agent always sees it in full — useful for critical guidelines, style guides, or reference tables.
Pin icon on a referenced Knowledge Base item in the instructions field

Click the pin icon to include content inline in every prompt

Pinning only works when the content is small enough to fit inline. Larger documents should be added to the Knowledge section instead.

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When to use each approach

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Next steps

Set up your Knowledge Base

Upload documents, connect integrations, and import websites.

Build and configure an Agent

Learn about all the other settings you can configure on an Agent.