Conductor does not create, edit or search knowledge bases itself. It helps in three ways: a guided tour of the setup, attaching documents as context for a conversation, and editing which knowledge bases an agent uses.
Guided tour: add a knowledge base#
In the Conductor side panel, type "knowledge base" (or "kb", "faq", "document") in Guided tour and choose Show me. You can also ask "Walk me through adding a knowledge base" in a conversation. The tour has four steps:
| Step | Page | What to do |
|---|---|---|
| Open Knowledge Base | Knowledge Base | In the sidebar under BUILD. |
| Create a knowledge base | Knowledge Base | Upload documents, paste text or add website URLs. |
| Attach it to the agent | Agents | In the agent's knowledge base settings. |
| Test retrieval | Agents | Ask a question from the document in the test panel. |
Each step opens the page and highlights the control. Use Next, Back and Done to move through it.
Attach documents to a conversation#
Attach a text file (.txt, .md, .csv or .json, up to 200 KB) to a Conductor conversation and ask about it. Conductor reads the first 8,000 characters of each file. Use it to:
- Turn an FAQ document into prompt instructions you then give to the edit panel.
- Ask for simulation test cases based on the questions in a document (with an agent attached).
- Check a policy document for answers the agent should give.
A file attached to a conversation is context for that conversation only. It is not added to a knowledge base and the agent cannot retrieve it on calls.
On Home, choose the paperclip in the composer (Attach a text file) and pick a .txt, .md, .csv or .json file up to 200 KB.
Attach a knowledge base to an agent#
With an OpenAI key, the agent edit panel (Conductor in the builder header) can propose changes to any top-level field of the agent's LLM, which includes knowledge_base_ids and kb_config. Ask with the knowledge base id, for example "Attach knowledge base knowledge_base_4f1c... to this agent". Review the diff and Accept.
Mock mode does not handle knowledge base requests. Attach knowledge bases in the builder's Knowledge Base section instead.
Related#
- Build and refine agents for the edit panel.
- Conductor overview for attachments and credits.