Create Knowledge

Create a Knowledge base and connect it to your Agents.

This guide walks you through creating a Knowledge base and connecting it to an Agent. For an overview of what Knowledge is and how it works, see Knowledge.

Ways to create Knowledge

Empty table

Start from scratch and structure the data yourself — useful for FAQ-style or tabular content.

Upload files

Import CSV, PDF, Excel, JSON, or audio files. Relevance AI parses them into a searchable table.

Website

Extract content from one or more URLs — handy for company sites and documentation.

Integrated source

Sync from Google Drive, SharePoint, Notion, or Confluence so your Knowledge stays current.

To create a Knowledge base:

1. Click Knowledge in the left sidebar.
2. Click Create Knowledge.
3. Pick how you want to start, then follow its prompts:
   • Empty table — name the table and add columns (for example Question, Answer, Category), then enter rows directly.
   • Upload files — choose your file(s), confirm the parsing options, and name the table. Supported formats are CSV, PDF, Excel, JSON, and audio.
   • Website — enter the URL(s) to crawl and name the table.

Integrated Knowledge sources

Connect a third-party source so your Agents always read the latest version of your documents. Each source has its own setup guide:

Google Drive

Read selected Google Drive files as Knowledge.

SharePoint

Read selected SharePoint files and folders as Knowledge.

Notion

Read selected Notion pages and databases as Knowledge.

Confluence

Read selected Confluence pages and spaces as Knowledge.

Connect Knowledge to an Agent

1. Open your Agent and go to the Build screen.
2. Click Knowledge, then Add existing Knowledge.
3. Select the Knowledge set you want to add.
4. Choose how the Agent should use it:
   • Add all to prompt — includes the entire Knowledge set in the prompt every time the Agent runs. Best for small or simple datasets.
   • Allow agent to search — the Agent searches the Knowledge set with RAG and pulls only what’s relevant. Best for large or complex datasets.

Depending on the option you choose, the Knowledge set appears in your prompt as a Knowledge variable or as a search Tool.

What’s next?

• Enrich with a Tool — run a Tool across your table to add summaries, tags, or derived fields.
• Knowledge Tool steps — read from and write to Knowledge inside a Tool.
• Delete knowledge — remove a Knowledge table when you no longer need it.