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Builder - AKB

Updated this week

The AKB (Agent Knowledge Base) page in the Builder lets you manage the knowledge topics that inform your AI Employee's responses. Each persona has its own AKB. Use this page to add topics manually, import them from files, and search the knowledge base with fuzzy matching.

Access the AKB page

  1. Open the Builder.

  2. Click AKB in the left sidebar.

You can also reach the AKB directly from the Flow Designer by clicking the AKB button in the header bar. This opens the AKB pre-filtered to the agent's linked persona.

Select a persona

The AKB page requires a persona selection before displaying topics. Click Choose person in the header and select a persona from the dropdown. The page loads all topics associated with that persona.

In most cases you should select the GeneralManagerAgent persona. This is the primary agent persona that handles incoming conversations and performs knowledge retrieval. When the AI Employee receives a question, it searches the AKB of the active persona for matching topics and injects them into the prompt. Adding knowledge to the GeneralManagerAgent ensures it is available during standard conversations.

For a step-by-step walkthrough of adding knowledge topics to the GeneralManagerAgent, see Manually add context to your AI Employee.

Topic fields

Each AKB topic contains the following fields:

Field

Required

Description

Name

Yes

The topic name. Used as the primary identifier in the topic list.

Summary

Yes

A brief summary of the topic's content.

Facts

Yes

Line-separated facts about the topic. Enter one fact per line.

Confidence

No

A value from 0 to 100 indicating how confident the AI Employee should be when using this topic. Defaults to 100.

Source

No

The origin of the information (e.g., a URL or document name).

Labels

No

Tags for organizing topics. Type a label and press Enter to add it.

Add a topic

  1. Click Add New Topic in the header bar.

  2. Fill in the topic fields.

  3. Click Create.

Edit a topic

  1. Click the edit icon in the topic row's action column.

  2. Modify the fields.

  3. Click Update.

Duplicate a topic

Click the copy icon in the topic row's action column. A duplicate form opens with the topic's fields pre-filled. Adjust the fields and click Create.

Delete topics

Single topic: Click the delete icon in the topic row's action column and confirm.

Bulk delete: Select topics using the checkboxes, then click Delete Selected and confirm.

Search topics

Type in the Fuzzy search field above the topic table to search across all topics. Results are sorted by search score (relevance) instead of creation date.

Adjust search threshold

  1. Click the settings icon next to the search field.

  2. Use the Search threshold slider to set the minimum fuzzy match score (0–100%). The default is 30%.

  3. Click Apply.

A lower threshold returns more results with looser matches. A higher threshold returns only close matches.

Import topics

Importing is useful when you need to load knowledge in bulk β€” for example, migrating an existing knowledge base from another AI Employee, restoring a previously exported backup, or converting a large text document into searchable topics without creating each one by hand.

Import AKB (JSON)

Use this option to load a previously exported AKB file. This is the fastest way to copy knowledge between personas or restore a backup.

  1. Click Import AKB in the toolbar.

  2. Drag a .json AKB file into the dropzone or click to select one.

  3. Optionally add labels to apply to all imported topics.

  4. Click Import.

Import from text file

Use this option to convert raw text documents into AKB topics. Each file is processed and split into topics automatically.

  1. Click Import Facts in the toolbar.

  2. Drag one or more .txt files into the dropzone or click to select them.

  3. Optionally add labels.

  4. Click Import.

πŸ—’οΈ NOTE

Text file imports automatically add the rag_context label to all imported topics. This label is added in addition to any labels you specify manually.

Export AKB

Exporting creates a JSON snapshot of the persona's entire knowledge base. Use it to back up knowledge before making bulk changes, transfer topics to another persona or AI Employee, or keep an offline copy for version tracking.

Click Export AKB in the toolbar to download the current persona's knowledge base as a JSON file. The file is named akb-[persona-name]-[date].json.

Delete all topics

Click the three dots menu in the toolbar and select Delete AKB to remove all topics for the selected persona.

🚨 WARNING

Deleting the entire AKB removes all topics for the selected persona. This action cannot be undone.

Topic table columns

Column

Description

Name

Topic name.

Summary

Topic summary text.

Facts

Line-separated facts.

Source

Information source.

Created at

Creation timestamp.

Updated at

Last modification timestamp.

Labels

Applied labels displayed as pills.

The table displays 25 topics per page. Use the pagination controls at the bottom to navigate between pages.

Other ways to add knowledge

The AKB page is one of several ways to populate an AI Employee's knowledge base. You can also add knowledge automatically through project attributes without opening the AKB page directly:

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