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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, troubleshooting, and help content
    • Product Adoption - For onboarding and feature guidance
    • Early Engagement - For building relationships and pre-purchase conversations
    • Upsell - For promoting premium features and upgrades
    • Debt Collection - For managing overdue payments and settlements
  5. Select a language for your AI Agent
  6. Click Create
tip

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

Step 2: Create and populate your knowledge base​

The knowledge base is your agent's information source. Create one with your content:

Create the knowledge base​

  1. Navigate to Build → Knowledge base
  2. Click + Create
  3. Name your knowledge base (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. 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.
note

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

Step 3: Connect knowledge base to your agent​

  1. Open your AI Agent
  2. Navigate to the Guidelines tab
  3. In the Knowledge base section at the top of the page, select your knowledge base from the dropdown
  4. Click Connect

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

warning

If the Knowledge Base is not visible, make sure it has the same language as your AI Agent.

Step 4: Configure guidelines​

Guidelines shape how your agent communicates. Based on your agent type, you'll see predefined guideline fields optimized for that use case.

  1. In your AI Agent's Guidelines tab, fill out the predefined fields (Goal, Overview, Objections, etc.)
  2. For more specific topics, write them in Custom instructions or click the + button to add a new guideline in this section.
tip

Start with the Goal field to establish your agent's primary objective, then fill out the other fields to provide supporting context.

For detailed guidance on writing effective guidelines, see Knowledge & Guidelines.

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 knowledge base.

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 knowledge bases? A: Yes! Connect multiple knowledge bases 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 knowledge base 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 knowledge base languages match
  5. Review the Insights tab - Get AI-powered suggestions for improvements
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