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Use Knowledge to give agents access to an internal knowledge base.

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Steps

  1. Open Knowledge.
  2. Add the document, note, or reference material.
  3. Keep the content focused on one topic.
  4. Save the knowledge item.
  5. Open Agents and confirm the agent can use it.

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Verify

  1. Open Chat.
  2. Select the agent.
  3. Ask a question that depends on the new knowledge.
  4. Check that the answer uses the added context.