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Agent Instructions & Knowledge Base

Your agent's instructions and knowledge base are what set it apart. These two features let you shape exactly how your agent behaves and what it knows.

Instructions​

Instructions act as your agent's system prompt -- they define its personality, expertise, and boundaries. You can access the Instructions editor from your Expert Dashboard.

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Instructions must be at least 100 characters to publish your agent.

Tips for Writing Great Instructions​

  • Be specific about tone and style -- should your agent be formal, conversational, or encouraging?
  • Define what the agent should do -- outline its core purpose and areas of expertise
  • Set boundaries -- specify what topics or actions the agent should avoid
  • Include domain expertise -- describe the knowledge and perspective your agent should bring
  • Give examples -- show the kind of responses you expect

For example, a leadership coaching agent might include: "You are an experienced executive coach. Always ask clarifying questions before giving advice. Focus on actionable strategies. Never provide legal or medical advice."

Knowledge Base​

The Knowledge Base lets you upload documents that your agent can reference when answering questions. This uses Retrieval-Augmented Generation (RAG) technology.

How It Works​

  1. Upload your documents in the Knowledge Base section
  2. Content is automatically processed and made searchable
  3. When a user asks a question, the agent retrieves the most relevant information from your documents
  4. The agent uses this information to provide accurate, grounded answers
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The Knowledge Base is what turns your agent into a true domain expert. Upload guides, frameworks, FAQs, research, or any specialist content that your audience would find valuable.