The Knowledge Tab

The Knowledge Tab of the Agent Builder is where you give your Agent access to the information it needs to perform its tasks. This information comes in the form of Datasets (or Views of those Datasets) from the Data Cloud, and/or files of information.

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An Agent cannot analyze Google Ads data if it only has access to Facebook Ads data—or no data at all.

How to Assign Datasets in the Knowledge Tab

If an Agent's goal involves analyzing your advertising data, it must be connected to the relevant datasets to generate accurate insights. Without assigned data, the Agent can only rely on general AI knowledge and will not be able to interact with your business-specific information.

1. Select a Dataset (or View) – Choose the specific Dataset or View that the Agent should access and interact with.
2. Name Your Dataset – Assign a friendly name that makes it easier for the Agent to reference in responses.
3. Add a Description (Optional) – Provide context to help the Agent better understand the Dataset.
4. Agent Directions – A dataset-level field that lets you write instructions about a dataset once — and have those instructions automatically carry over to every Agent that dataset is assigned to.
5. Additional Agent Directions – An optional field for additional nuance specific to this Agent's task, without disrupting the scalability of the original "Agent Directions."
6. Review Available Columns – Preview the columns within the Dataset that the Agent can interact with.

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Agent Directions are set at the Dataset level, not the Agent level. This means the same contextual instructions travel with the dataset wherever it's assigned, keeping your Agents consistently informed without extra manual work.

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If the "Data Cloud Access" permission has been enabled for your user, each Dataset or View includes a "Preview Dataset" icon to open the Data Explorer. If you don't have Data Cloud access, you still have the ability to manage the Datasets assigned here.

Optimizing Agent Performance with Data

The more datasets an Agent has access to, the more specific its prompt needs to be to ensure accurate results. The best way to reduce ambiguity:

• Use Data Explorer to filter the data down to only what is necessary and save that as a View (removing unnecessary columns, filtering by Network or Campaign type, etc.). Then, assign the View to the Agent instead of the entire Dataset.

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By carefully selecting and refining the data assigned in the Knowledge Tab, you ensure that your Agent delivers the most precise and relevant insights for your needs.