Give agents knowledge

Knowledge gives your agents documents, skills and code context. You add content once, work.studio indexes it, and any agent you attach it to can use it.

Full Designer view

Knowledge lives only in the full Designer view. In Flow, select Open full Designer in the sidebar. In the full view, Knowledge is under Workspace › Create.

Three kinds of knowledge

When you add content, it becomes one of three kinds:

Kind	How an agent uses it
Knowledge base	Searched for relevant passages when an agent answers.
Skill	Loaded whole when an agent needs the guidance. Good for how-to instructions.
Code workspace	Repositories agents can navigate, search and propose changes to.

The Knowledge list has tabs for each: All, Knowledge bases, Skills and Code.

Add content

1. Open Knowledge and select Add content.

2. Pick where the content lives (see the sources below).

3. Fill in the source’s fields under Files, Content or Connect.

4. Under About it, enter a Name and, optionally, a Description. Agents read the description to decide when to use the content, so say what it covers. For a Git repository or an automation, also choose what It becomes.

5. For sources that change, choose how to Keep it up to date: Every day (the default), Every hour, Every week or Only when I sync.

6. Select Create knowledge base, Create skill or Create code workspace. If the button is disabled, the reason shows next to it, for example “Give it a name”.

Synced sources start their first sync right away, and the new item opens.

Set up with AI opens a setup assistant. Tell it what your agents should know. It looks at your connections and fills in the form. Nothing is created until you select the create button.

Sources

Source	What you give it
Upload files	Files from your computer: PDF, Word, PowerPoint, Excel, Markdown, HTML, CSV, JSON or text.
Write it here	Text you write in Markdown. It becomes a skill unless you choose a knowledge base.
Website	Pages, one URL per line. Turn on Follow links on the same site to read linked pages under the same path; it honors robots.txt. Under more options: a Sitemap and a Page limit (default 100, up to 1,000 pages per sync).
Git repository	A GitHub connection and a Repository. Optional Branch (default main), Only these paths and Skip these paths. Becomes a code workspace unless you choose otherwise.
Cloud storage	Amazon S3, Google Cloud Storage or Azure Blob: the Bucket or Container, an optional Folder, and Credentials (unless the bucket is public). Optional File types.
Database	A Database connection, then A table or A query, plus the ID column, Title column, Text columns and Last-modified column.
Connected app	An App you’ve connected, such as Confluence, SharePoint, Google Drive or Notion, and What should it read? in your own words.
From an automation	An Automation whose last step returns the documents to index.

The database query must be a single SELECT. It runs read-only and is capped at 10,000 rows.

Every source that needs credentials uses a connection. The credentials stay in the connection; nothing is copied into the knowledge base.

Content from a connected app

For Connected app, work.studio builds an automation that fetches what you described. The button reads Create and build the automation. It creates an automation named “name - knowledge source” and opens it in the editor.

Caution

Nothing syncs until that automation is built and published. Review it, test it and select Publish in the editor. The first sync runs after that.

Content from an automation

With From an automation, each sync runs the automation once per page of results. It receives cursor and since as input, and its last step must return:

{
  "documents": [
    { "id": "…", "title": "…", "content": "…", "url": "…", "updatedAt": "…" }
  ],
  "nextCursor": "…"
}

A sync stops after 200 pages or 10,000 documents.

Work with a knowledge base

Open an item from the list to edit it. The tabs depend on the kind:

Kind	Tabs
Knowledge base	Settings, Data Sources, Documents, Search, History, Versions
Skill	Settings, Instructions, External Sources, Search, History, Versions
Code workspace	Settings, Repositories, Search, History, Versions

• Documents lists what’s indexed, with each document’s status and chunk count. Add more with Upload File, Upload Folder or Add Document. Retry Failed re-indexes documents that failed.
• Search lets you try a question against the content (Test Search). Each result shows its title and similarity.
• History lists past syncs.
• Settings holds the name, description, Embedding Configuration (model, chunk size and overlap) and the Default Similarity Threshold.

Changing the embedding model means re-indexing everything: select Force Resync in the More actions menu afterwards.

Sync

Sync in the editor header picks up new and pending content. On the list, the Sync menu syncs the selected items or all of them, and Force Resync re-indexes every document.

A running sync shows a banner with Cancel Sync.

Versions

On Versions, select Capture current version to save a snapshot. Restore brings an older version back. Restoring doesn’t re-link the agents, guardrails or tools attached to it.

Attach knowledge to an agent

1. Open the agent and go to its Knowledge tab.

2. Choose Skills, Knowledge Bases or Code Workspaces, then select Add.

3. Pick the item, then choose its Activation Mode: Always, RAG Retrieval, On Demand or Goal Based.

4. Save the agent.

On a saved agent, each attached item shows Latest or Pinned vN. Select it to choose which version the agent reads: Follow the latest (recommended) or a specific version. You can pin only after capturing a version on the item’s Versions tab.

Automations use knowledge through an agent. There is no separate knowledge step: add an AI Agent step whose agent has the knowledge attached.

Guardrails your organization enforces for the environment also check documents as they are indexed. A blocked chunk isn’t stored, and a masked chunk is stored masked. See Guardrails.

Build an agentCreate the agent that uses this knowledge.

ConnectionsConnect GitHub, cloud storage, databases and apps.