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Best Practice: Only enable tools that are necessary for the Agent's task. Enabling unnecessary tools may add complexity or slow response times.

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.

How to Upload Files in the Knowledge Tab

1. Select "Add File"
2. Locate the file(s) you wish to upload (multiple can be selected at once)
   • All file formats are supported — there are no restrictions on file type, except:
     • Image files are only supported directly in conversation with an Agent — not in Agent Knowledge.
   • 30 MB limit per individual file
   • 50 MB limit per upload request; recommended to add files one at a time to work around this limit
   • No limit on the total number of files that can be uploaded
3. Once uploaded, the system auto-generates a file description the Agent uses to determine when to reference the file. To view/edit: select the More Actions icon → Edit.
4. The popup shows the AI-generated description. Ensure it covers:
   • What the file contains
   • When the agent should use the file
   • Any important context or limitations

The Agent references the text content of uploaded files using both the filename and description to determine relevance. Images, charts, and color blocks within files are not understood by the Agent.

Note: Auto-generation of file descriptions was released on 1/29/26. Files added before this date will not have an auto-generated description — please add one manually.

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The text content of files gets inserted into the Context Window (only when needed), which has a token limit. Keep this in mind when uploading many or lengthy files to a single Agent. Learn more about Context Windows here.

Bob-Generated Knowledge Files

In addition to uploading files manually, Agent Builder Bob can create Knowledge Files for your Agent automatically during the agent-building process.

When Bob creates a file, it appears in the Knowledge tab alongside your uploaded files. You can distinguish between the two:

• Bob-generated files — Bob can create, edit, and delete these files. They are marked as Bob-generated in the file listing.
• User-uploaded files — Files you upload manually are protected. Bob can read them to understand the full context of your Agent's knowledge, but he cannot edit or delete them.

This distinction ensures that your manually curated content remains intact while still giving Bob the flexibility to manage the files he creates.

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For more details on how Bob creates and manages Knowledge Files, see Agent Builder Bob — Manage Knowledge Files.