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 PDF 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 Data 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. Review Available Columns – Preview the columns within the Dataset that the Agent can interact with.

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Each Dataset or View includes a "Preview Dataset" icon. Selecting this icon will open the Data Explorer, where you can examine the dataset’s structure and contents in more detail.

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. To improve accuracy of the Agent output, reducing ambiguity is necessary. 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. This could be removing unnecessary columns, filtering the data by a particular Network or Campaign type that the Agent needs. 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.

How to Assign PDFs in the Knowledge Tab

1. Select "Add File" - Only PDFs are accepted at this time
   1. There is a 30 MB limit on individual files that can be added
   2. You may select more than one file at a time, however there is a 50 MB limit per upload request. It is recommended to just add files one a time to get around this 'per request' limit.
   3. There is no limit to the number of files that can be uploaded

Once uploaded, the Agent will be able to reference the text of those files for any future conversation. Just the text of those uploaded files will be understood by the Agent. The Agent won't understand any images or charts or blocks of color that are apart of the files.

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The text context of these files gets inserted into the Context Window of the conversation (only when its needed for the conversation), which does have a token limit. Once that limit is hit, the conversation will end in error. Do keep this in mind when considering the amount of files to upload to one Agent's knowledge, especially for a very lengthy conversation. Learn more about Context Windows here.