Search Knowledge Base
Jake Rosenthal avatar
Written by Jake Rosenthal
Updated over a week ago

How to set up and use action

Searches your Cassidy Knowledge base for information. Follow these steps:

  1. Add a Search Knowledge Base action: While editing a workflow, click the plus button between existing blocks. This will open a modal where you can select from Cassidy's pre-configured actions. Choose the Search Knowledge Base action to add it to your workflow.

  2. Rename the action (if needed): If you want to make the action more descriptive or easier to reference as a variable later, enter a new name.

  3. Enter the "Search Query": In the "Search Query" field, enter the query you want to search your knowledge base for or reference variables from previous steps or the trigger to provide the query.

    *Variables are inputs from the trigger, or outputs from previous steps

  4. Specify the "Results Count": Select the number of search results you want to retrieve from your knowledge base. This will help you control the amount of information returned by the search action.

  5. Select "Search Scope": Choose the specific parts of your knowledge base that you want to search, such as "Articles", "FAQs", or "Documents". If no scope is selected, the search will include all available content in your knowledge base.

Here's a sample of the type of output you can expect:

You can then feed this into something like a Generate Text action, to give it context and sources to base its answer on:

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