Connect Knowledge Sources

This tutorial walks you through the process of connecting knowledge sources to your Kubiya agents, enabling them to leverage your organization's information when responding to queries.

Why Connect Knowledge Sources?

Knowledge sources provide your agents with the context-specific information they need to give accurate, relevant responses. By connecting knowledge sources, you can:

Equip agents with organization-specific information
Provide access to technical documentation
Enable agents to reference policies and procedures
Ensure responses reflect current information

Knowledge sources dramatically improve agent performance by giving them access to your organization's unique information.

Setting Up Knowledge Sources

Navigate to Knowledge Sources

In the Kubiya platform, go to the Knowledge section in the sidebar navigation.

Create a New Knowledge Source

Click the Add Knowledge Source button to begin the setup process.

Choose Source Type

Select the appropriate source type based on where your information is stored:

Document Upload: Upload files directly (PDF, DOCX, TXT, etc.)
Web Page: Connect to online documentation
Confluence: Link to Confluence spaces
GitHub: Connect to GitHub repositories
Database: Connect to structured data sources

Configure Connection Settings

Provide the necessary connection details:

For document uploads: Select files from your computer
For web pages: Enter URLs and crawling parameters
For Confluence: Enter workspace URL and authentication details
For GitHub: Connect your GitHub account and select repositories
For databases: Configure connection string and query parameters

Set Processing Options

Configure how your knowledge is processed:

Chunking method: How documents are divided for processing
Update frequency: How often to check for changes
Indexing depth: Level of detail for indexing

Assign to Agents

Select which agents should have access to this knowledge source.

Test the Integration

Use the testing interface to validate that your agents can properly access and utilize the knowledge source.

Best Practices

For optimal results when integrating knowledge sources:

Be selective: Focus on high-quality, relevant information
Organize logically: Structure your knowledge in a way that's easy to navigate
Update regularly: Keep your knowledge sources current
Start small: Begin with core documentation and expand over time
Test thoroughly: Verify that agents can effectively utilize the knowledge

Example: Technical Documentation Integration

Here's a practical example of integrating a technical documentation site:

// Example knowledge source configuration
{
  "name": "Technical Documentation",
  "source_type": "web_crawl",
  "url": "https://docs.yoursystem.com",
  "crawl_settings": {
    "max_depth": 3,
    "include_paths": ["/api/", "/guides/"],
    "exclude_paths": ["/blog/", "/changelog/"]
  },
  "update_schedule": "daily",
  "assigned_agents": ["support-bot", "dev-assistant"]
}

After integrating knowledge sources, interact with your agents to ensure they're properly utilizing the information. Refine settings as needed based on performance.

Next Steps

Return to Knowledge Sources overview
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