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docs: knowledge section update — consolidated Tool steps + catalog sync #664

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7ad6215
docs: consolidate Knowledge Tool steps into one page and sync to live…
jordanc-relevanceai Jun 9, 2026
9bb982b
docs: tidy Knowledge Tool steps page styling and content
jordanc-relevanceai Jun 10, 2026
c14a3dd
docs: address PR review comments on Knowledge pages
jordanc-relevanceai Jun 10, 2026
e622166
docs: fix CI lint — FAQ heading and Supademo embed snippets
jordanc-relevanceai Jun 11, 2026
a27b81a
docs: revert edits to retired few-shot-prompting page
jordanc-relevanceai Jul 1, 2026
1a455aa
docs: point few-shot-prompting knowledge link at live page
jordanc-relevanceai Jul 1, 2026
bf88fe6
docs: fix broken CSV-data link in few-shot-prompting
jordanc-relevanceai Jul 1, 2026
74bbfd1
docs: reword CSV link to match actual destination content
jordanc-relevanceai Jul 1, 2026
b736408
docs: revert out-of-scope few-shot-prompting edits
jordanc-relevanceai Jul 1, 2026
3d56cff
docs: fix broken link on hidden few-shot page to pass CI link-check
jordanc-relevanceai Jul 1, 2026
89fe3a9
docs: repoint few-shot knowledge-search link to live page (fix link-rot)
jordanc-relevanceai Jul 1, 2026
7226dd4
Merge remote-tracking branch 'origin/main' into knowledge-updates
jordanc-relevanceai Jul 17, 2026
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31 changes: 17 additions & 14 deletions _snippets/components/integrations/knowledge-tool-steps.mdx
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@@ -1,23 +1,26 @@
<Columns cols={2}>
<Card href="/build/tools/tool-steps/knowledge/insert-knowledge" title="Insert Knowledge">
Use a Tool step to insert data to your knowledge table.
<Card href="/build/knowledge/knowledge-tool-steps#insert-knowledge" title="Insert Knowledge">
Use a Tool step to insert data to your Knowledge table.
</Card>
<Card href="/build/tools/tool-steps/knowledge/delete-knowledge" title="Delete Knowledge">
Use a Tool step to delete data from your knowledge table.
<Card href="/build/knowledge/knowledge-tool-steps#upsert-knowledge" title="Upsert Knowledge">
Use a Tool step to insert or update rows by an identifier field.
</Card>
<Card href="/build/tools/tool-steps/knowledge/update-knowledge" title="Update Knowledge">
Use a Tool step to update data in your knowledge table.
<Card href="/build/knowledge/knowledge-tool-steps#update-knowledge" title="Update Knowledge">
Use a Tool step to update data in your Knowledge table.
</Card>
<Card href="/build/tools/tool-steps/knowledge/knowledge-search" title="Knowledge Search">
Use a Tool step to search your knowledge table.
<Card href="/build/knowledge/knowledge-tool-steps#delete-knowledge" title="Delete Knowledge">
Use a Tool step to delete data from your Knowledge table.
</Card>
<Card href="/build/tools/tool-steps/knowledge/advanced-knowledge-search-2m" title="Advanced Knowledge Search (2m)">
Use a Tool step to search your knowledge table with a prompt.
<Card href="/build/knowledge/knowledge-tool-steps#get-knowledge" title="Get Knowledge">
Use a Tool step to get data from your Knowledge table through search filters.
</Card>
<Card href="/build/tools/tool-steps/knowledge/advanced-knowledge-search" title="Advanced Knowledge Search">
Use a Tool step to search your knowledge table with more accuracy.
<Card href="/build/knowledge/knowledge-tool-steps#knowledge-search" title="Knowledge search">
Use a Tool step to search your Knowledge table.
</Card>
<Card href="/build/tools/tool-steps/knowledge/get-knowledge" title="Get Knowledge">
Use a Tool step to get data from your knowledge table through search filters.
<Card href="/build/knowledge/knowledge-tool-steps#advanced-knowledge-search-2m-context" title="Advanced Knowledge search (2m)">
Use a Tool step to search your Knowledge table with a prompt.
</Card>
<Card href="/build/knowledge/knowledge-tool-steps#using-variables-in-json" title="Using variables in JSON">
Reference Tool inputs and other step outputs in your Knowledge JSON fields.
</Card>
</Columns>
29 changes: 0 additions & 29 deletions build/knowledge/access-knowledge.mdx
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35 changes: 0 additions & 35 deletions build/knowledge/advanced-knowledge-retrieval.mdx
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256 changes: 66 additions & 190 deletions build/knowledge/create-knowledge.mdx
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---
title: "Knowledge"
sidebarTitle: "Create knowledge"
description: "Our Retrieval Augmented Generation (RAG) solution"
title: "Create Knowledge"
sidebarTitle: "Create Knowledge"
description: "Create a Knowledge base and connect it to your Agents."
---

# Create and Organize Knowledge

This guide walks you through creating knowledge bases, organizing them, and connecting them to your agents. For an overview of what Knowledge is and how it works, see [Knowledge](/get-started/core-concepts/knowledge).

## Creating Knowledge Sources

Relevance AI offers multiple flexible approaches to create knowledge, accommodating various information types and sources:

### Manual Input

When you have specific information that isn't contained in existing documents, you can manually create and structure your knowledge:

1. Navigate to the Knowledge section in your Relevance AI dashboard
2. Click "Create Knowledge"
3. Select "Empty Table" as your source
4. Name your knowledge base
5. Add columns to structure your information (e.g., Question, Answer, Category)
6. Enter your information directly into the table
7. Click "Create" to save your knowledge base

This approach gives you complete control over the structure and content of your knowledge base, allowing you to create precisely tailored information resources.

### Upload Documents

When your information already exists in document form, you can quickly import it:

1. Navigate to the Knowledge section
2. Click "Create Knowledge"
3. Select "Upload Files" as your source
4. Choose the file(s) you want to upload (supported formats include CSV, PDF, Excel, JSON, and audio files)
5. Configure parsing options if needed
6. Name your knowledge base
7. Click "Create" to process and import your documents

Relevance AI automatically processes these documents, extracting the relevant information and making it searchable for your agents.

### Extract Website Content

To incorporate information from websites:

1. Navigate to the Knowledge section
2. Click "Create Knowledge"
3. Select "Website" as your source
4. Enter the URL(s) you want to extract content from
5. Configure crawling options (depth, specific pages, etc.)
6. Name your knowledge base
7. Click "Create" to fetch and process the website content

This method is perfect for incorporating information from your company website, documentation sites, or other online resources without manually copying information.

### Connect Third-Party Integrations

You can use third-party integrations as integrated Knowledge sources to ensure your Agents have access to the most current information across your entire technology stack. You can learn more about each of our supported integrated Knowledge sources below.

<Card title="Google Drive" href="/build/knowledge/integrated-knowledge-sources/google-drive" icon="google-drive">Use Google Drive as a source of Knowledge for your Agents</Card>

<Card title="Sharepoint" href="/build/knowledge/integrated-knowledge-sources/sharepoint" icon="microsoft">Connect to Sharepoint as a source of Knowledge for your Agents</Card>

<Card title="Notion" href="/build/knowledge/integrated-knowledge-sources/notion" icon="notion">Use Notion as a source of Knowledge for your Agents</Card>


## Organizing Your Knowledge

Effective knowledge organization is crucial for ensuring your agents can quickly find and use the right information. Here are strategies for organizing your knowledge in Relevance AI:

### Structured Tables

For FAQ-style knowledge or structured data:

1. Create clear column headers that describe the information (e.g., "Question," "Answer," "Category")
2. Use consistent formatting within each column
3. Include metadata columns to help with filtering and organization
4. Consider adding tags or categories to group related information

### Document Chunking

When importing documents:

1. Configure appropriate chunking settings to break down large documents into manageable pieces
2. Balance chunk size - too small may lose context, too large may dilute relevance
3. Consider overlapping chunks to maintain context across sections
4. Use metadata to maintain relationships between chunks from the same source

### Knowledge Collections

Group related knowledge bases into collections:

1. Create separate knowledge bases for different domains or purposes
2. Use consistent naming conventions for your knowledge bases
3. Consider the scope of each knowledge base - more focused bases often yield more precise results
4. Document the purpose and contents of each knowledge base for team reference

## Enhancing Knowledge Quality

To maximize the effectiveness of your knowledge bases:

### Metadata Enrichment

Add contextual metadata to your knowledge entries:

1. Include creation and update dates to track freshness
2. Add author information for accountability
3. Tag entries with relevant categories or topics
4. Include confidence scores or verification status where applicable

### Knowledge Verification

Implement processes to ensure accuracy:

1. Regularly review and update your knowledge bases
2. Set up workflows for subject matter experts to verify information
3. Track usage patterns to identify frequently accessed or potentially problematic entries
4. Implement version control for important knowledge bases

### Semantic Organization

Enhance retrievability with semantic approaches:

1. Use consistent terminology throughout your knowledge bases
2. Consider adding synonyms or alternative phrasings for important concepts
3. Structure information in a question-answer format where appropriate
4. Include examples and use cases to illustrate concepts

## Connecting Knowledge to Agents

Once your knowledge is created and organized, connect it to your agents:

1. Navigate to your agent's configuration page
2. Select "Add existing knowledge"
3. Select the knowledge set you would like to add
4. Select how the agent should use this knowledge
1. Add all to prompt: this option adds the entire knowledge set directly into the prompt every time the agent runs.
- _Best for small or simple data sets_
- _Easier to use with no extra configuration needed_
2. Allow agent to search: this uses Retrieval-Augmented Generation (RAG), where the agent searches the knowledge set using a tool.
- _Best for large or complex data sets_
- _More flexible and scalable_
5. Depending on the option you chose, you can now see the name of your knowledge set as a tool or knowledge set variable in your agent prompt.

## Advanced Knowledge Configuration

Fine-tune how your agents interact with knowledge:

### Retrieval Settings

Adjust how your agent searches for information:

1. Configure the number of results returned for each query
2. Set relevance thresholds to ensure only highly relevant information is used
3. Adjust search algorithms between keyword-based and semantic approaches
4. Configure whether the agent should use knowledge for all queries or only specific types

### Knowledge Prioritization

When using multiple knowledge bases:

1. Set priority levels for different knowledge sources
2. Configure fallback behavior when information isn't found in primary sources
3. Set up rules for resolving conflicts between different knowledge sources
4. Consider creating specialized knowledge bases for specific query types

### Query Transformation

Enhance retrieval effectiveness:

1. Configure query preprocessing to improve match quality
2. Set up query expansion to include related terms
3. Implement query classification to route different types of questions to appropriate knowledge bases
4. Use feedback loops to improve retrieval quality over time

## Best Practices for Knowledge Management

To maintain effective knowledge bases over time:

1. **Regular Updates**: Schedule periodic reviews to keep information current
2. **Version Control**: Track changes to your knowledge bases, especially for critical information
3. **Usage Analytics**: Monitor how your agents use knowledge to identify gaps or improvement opportunities
4. **Feedback Integration**: Create processes to incorporate user feedback into your knowledge bases
5. **Documentation**: Maintain clear documentation about your knowledge structure and organization
6. **Quality Control**: Implement validation processes for new knowledge entries
7. **Scalable Structure**: Design your knowledge organization to accommodate growth

## Related Features

- [Access Knowledge](https://relevanceai.com/docs/build/knowledge/access-knowledge): Learn how to configure how your agents and tools access and use your knowledge bases.
- [Enrich with Tool](https://relevanceai.com/docs/build/knowledge/enrich-with-tool): Discover how to enhance your knowledge bases with additional context using tools.
- [Advanced Knowledge Retrieval](https://relevanceai.com/docs/build/knowledge/advanced-knowledge-retrieval): Explore advanced techniques for optimizing how your agents retrieve and use knowledge.
This guide walks you through creating a Knowledge base and connecting it to an Agent. For an overview of what Knowledge is and how it works, see [Knowledge](/get-started/core-concepts/knowledge).

## Ways to create Knowledge

<CardGroup cols={2}>
<Card title="Empty table" icon="table">
Start from scratch and structure the data yourself — useful for FAQ-style or tabular content.
</Card>
<Card title="Upload files" icon="file-arrow-up">
Import CSV, PDF, Excel, JSON, or audio files. Relevance AI parses them into a searchable table.
</Card>
<Card title="Website" icon="globe">
Extract content from one or more URLs — handy for company sites and documentation.
</Card>
<Card title="Integrated source" icon="plug">
Sync from Google Drive, SharePoint, Notion, or Confluence so your Knowledge stays current.
</Card>
</CardGroup>

To create a Knowledge base:

1. Click **Knowledge** in the left sidebar.
2. Click **Create Knowledge**.
3. Pick how you want to start, then follow its prompts:
- **Empty table** — name the table and add columns (for example Question, Answer, Category), then enter rows directly.
- **Upload files** — choose your file(s), confirm the parsing options, and name the table. Supported formats are CSV, PDF, Excel, JSON, and audio.
- **Website** — enter the URL(s) to crawl and name the table.

### Integrated Knowledge sources

Connect a third-party source so your Agents always read the latest version of your documents. Each source has its own setup guide:

<CardGroup cols={2}>
<Card title="Google Drive" href="/build/knowledge/integrated-knowledge-sources/google-drive" icon="google-drive">
Read selected Google Drive files as Knowledge.
</Card>
<Card title="SharePoint" href="/build/knowledge/integrated-knowledge-sources/sharepoint" icon="microsoft">
Read selected SharePoint files and folders as Knowledge.
</Card>
<Card title="Notion" href="/build/knowledge/integrated-knowledge-sources/notion" icon="notion">
Read selected Notion pages and databases as Knowledge.
</Card>
<Card title="Confluence" href="/build/knowledge/integrated-knowledge-sources/confluence" icon="confluence">
Read selected Confluence pages and spaces as Knowledge.
</Card>
</CardGroup>

## Connect Knowledge to an Agent

1. Open your Agent and go to the **Build** screen.
2. Click **Knowledge**, then **Add existing Knowledge**.
3. Select the Knowledge set you want to add.
4. Choose how the Agent should use it:
- **Add all to prompt** — includes the entire Knowledge set in the prompt every time the Agent runs. Best for small or simple datasets.
- **Allow agent to search** — the Agent searches the Knowledge set with RAG and pulls only what's relevant. Best for large or complex datasets.

Depending on the option you choose, the Knowledge set appears in your prompt as a Knowledge variable or as a search Tool.

## What's next?

- [Enrich with a Tool](/build/knowledge/enrich-with-tool) — run a Tool across your table to add summaries, tags, or derived fields.
- [Knowledge Tool steps](/build/knowledge/knowledge-tool-steps) — read from and write to Knowledge inside a Tool.
- [Delete knowledge](/build/knowledge/delete-knowledge) — remove a Knowledge table when you no longer need it.
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