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Search your Knowledge Base for information relevant to a query. Use this to retrieve company knowledge within a Workflow — either as raw search results or as an AI-generated answer with citations.
1

Add the action

In the Workflow builder, click + between blocks and select Search Knowledge Base from the action library.
Action library with Search Knowledge Base selected
Search Knowledge Base action added to the Workflow
2

Enter the search query

In the Search Query field, enter a question or search term. Reference variables from previous steps or the trigger using # to make the query dynamic.
Search Query field with variable reference
3

Configure advanced settings

Expand the advanced settings section to access additional options:
  • Generate an AI answer — When on, returns an AI-generated answer using Knowledge Base context. When off, returns a list of summarized search results instead.
Generate an AI Answer toggle
  • Show Knowledge Base References — Controls whether source references appear in the output.
Show Knowledge Base References toggle
  • Result Count — Select how many search results to retrieve (only applies when Generate an AI answer is off).
Result Count selector
4

Select the search scope

Choose which parts of your Knowledge Base to search. If no scope is selected, the search includes all available content.
Search scope selector showing Knowledge Base folders
When Generate an AI answer is on, the output is a single AI-generated response with citations. When it’s off, the output is a list of summarized search results:
AI-generated answer output with citations

Output with Generate an AI answer on

Summarized search results output

Output with Generate an AI answer off