The Knowledge Tab

The Knowledge Tab of the Agent Builder is where you assign Datasets or Views of Datasets to your Agent, giving it access to the specific data it needs to perform its tasks. If an Agent's goal involves analyzing 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.

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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

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.