Agentic AI › Build
Knowledge
What an agent may read that is not a tool call — a folder, a set of articles, a report. Retrieval rather than action.
Where to find it
- Module: Agentic AI
- Group: Build & Orchestrate
- Section: Build
- Screen: Knowledge
Address in the console: /agentic/knowledge-sources
List · 8 columns · 12 fields on its form · 3 of them required
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Code | Code | code |
| Name | Text | name |
| Agent | Text | agent_name |
| Kind | Status | source_kind |
| Items | Number | item_count |
| Char limit | Number | max_chars |
| Refreshed | Date and time | last_refreshed_at |
| Active | Yes or no | is_active |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Code required | Text | ||
| Name required | Text | ||
| Agent | Choice | Looked up from existing records | The agent that may read it. Empty: any agent of this company. |
| Kind required | Choice | resource, drive, content_source, document, report, url, text, knowledge_base | Where it reads from: records of a screen (resource), a Drive folder, a document, a report, a web address, text typed here, or the help articles (knowledge base). |
| Module | Text | For Kind resource or report: the module, e.g. hrms. | |
| Resource | Text | For Kind resource: the screen whose records it reads, e.g. employees. | |
| Address | Text | For Kind url: the page to read. | |
| Text | Long text | For Kind text: what it should know, written here. | |
| Most items | Number | The most records, files or articles read per run. | |
| Most characters | Number | A guard against a tenant with forty thousand articles turning every run into a forty-thousand-article prompt. | |
| Refresh every (hours) | Number | How often it is read again, e.g. 24 for daily. Empty: read at every run. | |
| Active | Yes or no |
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.