AI Agent Action: Knowledge Base Search

What's New

The AI Agent action now supports Knowledge Base Search as a built-in tool. During execution, the agent can search your native knowledge base in real time — pulling in relevant business context to improve decision-making and response accuracy.

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  • Connects directly to your native knowledge base, where your business context already lives: service details, pricing, offerings, booking rules, service menus, availability, FAQs, and more.
  • Retrieves only the relevant information when needed, instead of loading the full system prompt with static content.
  • Replaces the common workaround of pasting entire FAQ lists and business details into the prompt — which inflated the context window and produced less accurate results.

How to Use

  1. Select Knowledge Base Search as a tool inside the AI Agent action.
  2. Choose which knowledge bases the agent should search.
  3. Define a static search query, or let the AI decide the query dynamically based on the conversation.
  4. Set the number of chunks the agent retrieves from the knowledge base.