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Knowledge agent quick start

Build your first knowledge-based AI agent in under 10 minutes. This guide walks you through creating an agent that can answer questions using your content - no coding or complex workflows required.

What you'll build​

A fully functional AI agent that:

  • Answers questions using your uploaded content
  • Responds in your brand's voice and style
  • Handles common customer queries automatically
  • Can be deployed to multiple channels

Step 1: Create your AI Agent​

  1. Navigate to Build → AI Agents
  2. Click + Create AI Agent
  3. Choose a descriptive name (e.g., "Customer Support Agent")
  4. Select your agent type based on your use case:
    • Customer Support - For FAQs and help content
    • Product Adoption - For onboarding and feature guidance
    • Early Engagement - For sales and pre-purchase questions
tip

The agent type provides pre-configured guidelines optimized for specific use cases. You can customize these later.

Step 2: Create and populate a collection​

Knowledge base are your agent's knowledge base. Let's create one with your content:

Create the collection​

  1. Navigate to Build → Knowledge base
  2. Click + Create
  3. Name your collection (e.g., "Product Documentation")
  4. Select the primary language
  5. Click Create

Add your content​

Perfect for FAQs and common questions:

  1. Click + Add FAQ
  2. Enter the question and answer
  3. Add variations of the question for better matching
  4. Click Save

Example:

Question: What are your business hours?
Answer: We're open Monday-Friday 9AM-6PM EST.
        For urgent issues, our emergency support is available 24/7.
Variations:
- When are you open?
- What time do you close?
- Are you available on weekends?
note

Collections automatically chunk content into fragments for optimal retrieval. Each fragment is approximately 400 words.

Step 3: Connect collection to your agent​

  1. Open your AI Agent
  2. Navigate to the Knowledge tab
  3. In the Collections section, select your collection from the dropdown
  4. Click Connect

Your agent now has access to all the content in your collection.

Step 4: Configure guidelines​

Guidelines shape how your agent communicates. They're like prompting instructions that define personality, tone, and behavior.

Add custom guidelines​

  1. In your AI Agent's Knowledge tab
  2. Click Custom guidelines
  3. Click Add guideline
  4. Write clear, specific instructions
Be friendly and professional. Use simple language and avoid technical jargon.
Address users by their name when known. Keep responses concise - aim for 2-3 sentences
unless more detail is specifically requested.

Use predefined guidelines​

Based on your agent type, you'll see predefined guideline templates:

  1. Product Overview - Describe your product/service
  2. Benefits & Features - List key advantages
  3. Handling Objections - Common concerns and responses

Fill these out for a quick start, then add custom guidelines as needed.

Step 5: Test your agent​

  1. Click the Test button in the top-right corner
  2. The test console opens on the right side
  3. Type a question that your content covers
  4. Press Enter to see your agent's response

Testing tips​

Try different types of questions:

  • Direct questions from your FAQs
  • Questions requiring information synthesis
  • Edge cases and unclear queries
  • Questions outside your content scope
tip

If responses aren't optimal, refine your guidelines or add more specific content to your collection.

Step 6: Configure your language model (Optional)​

For advanced users who want to use a specific LLM:

  1. Navigate to your AI Agent's Advanced tab
  2. Select your preferred LLM Provider (Moveo.AI, OpenAI, Anthropic, etc.)
  3. Choose the specific Model (e.g., GPT-4, Claude 3.5)
  4. Save your changes

The default Moveo.AI models work great for most use cases.

Next steps​

Your knowledge agent is ready! Here's what you can do next:

Deploy to channels​

Enhance your agent​

Monitor performance​

  • Analytics - Track agent effectiveness
  • Insights - AI-powered improvement suggestions

Common questions​

Q: How much content do I need? A: Start with 20-30 FAQs or 10-15 pages of documentation. You can always add more as you learn what users ask.

Q: Can I use multiple collections? A: Yes! Connect multiple collections to cover different knowledge domains.

Q: How do I handle questions the agent can't answer? A: Add a fallback guideline like "If you don't know the answer, say: 'I don't have that information, but I can connect you with our support team.'"

Q: When should I use dialogs instead? A: Use dialogs only when you need specific workflows like API integrations, multi-step forms, or conditional logic. Most conversational needs are handled by knowledge + guidelines.

Troubleshooting​

If your agent isn't responding as expected:

  1. Check collection content - Ensure relevant information exists
  2. Review guidelines - Make instructions clear and specific
  3. Test variations - Try different phrasings of questions
  4. Check language settings - Ensure agent and collection languages match
  5. Review the Insights tab - Get AI-powered suggestions for improvements
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