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How to Create a Knowledge agent

Introduction: Understanding the Three Core Components

Before creating a Knowledge Agent, it is essential to understand how its three core components work together:

Component

Role

Analogy

Knowledge Agent (KA)

The agent that interacts with users across different channels. It takes questions, delivers answers, and manages conversations.

The Waiter – Serves the customer and manages the interaction.

KA Engine

The "brain" that defines how the agent behaves—its tone, answer structure, intent detection, and fallback rules.

The Chef's Instructions – Dictates how to prepare and present the response.

KA Collection

The "knowledge base" that defines what the agent knows—articles, PDFs, and web pages it reads to answer questions.

The Recipe Book – Contains all the ingredients and information.

How They Work Together:

  • The Collection provides the raw information.

  • The Engine provides the rules and personality.

  • The Agent combines both to serve answers to users.

Multi-Channel Capability:

A single Knowledge Agent can be deployed across multiple channels simultaneously, ensuring consistent intelligence everywhere your audience interacts with you:

  • Website (chat widget)

  • Email

  • WhatsApp

  • Voice Caller (coming soon) 🚀

You can use the same Engine and Collection across all channels, or mix and match different combinations depending on the channel's specific needs.

Before You Begin

To create a Knowledge Agent, you will need:

Once both are ready, proceed with the channel-specific setup below.

Knowledge Agent Setup by Channel