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Ways to Use the Knowledge Base

In the XpertAI platform, the knowledge base is not only a central repository of information but also a core element that drives the agentโ€™s understanding, analysis, and decision-making. By deeply integrating the knowledge base with digital expert workflows, you can ensure that agents have access to real, accurate, and traceable knowledge support when performing tasks.

XpertAI currently supports three main ways to use the knowledge base, suitable for different scenarios and task requirements.


1. Using the "Knowledge Retrieval Node" to Access the Knowledge Baseโ€‹

The Knowledge Retrieval Node is one of the core capabilities in XpertAI agent workflows. It can automatically search the constructed knowledge base for content fragments most semantically relevant to the user's input question and pass these fragments as contextual information to downstream agent nodes.

This process ensures that the agentโ€™s responses are always based on real knowledge sources, rather than solely generated by language models, significantly improving the accuracy and consistency of answers.

Typical use cases:

  • Providing factual support for LLMs in Q&A workflows;
  • Supplying industry or internal company background knowledge for agents in business analysis or report interpretation;
  • Serving as a knowledge pre-processing module in complex tasks such as document summarization and decision support.

2. Empowering Agents to Autonomously Access the Knowledge Base via "Knowledge Base Tool Node"โ€‹

Beyond fixed retrieval nodes, XpertAI also supports registering the knowledge base as a Tool for agents. In this mode, agents can autonomously decide whether to access the knowledge base during conversations or task execution, dynamically integrating retrieval results into their responses.

You can add a "Knowledgebase Node" to the agentโ€” this node allows the agent to proactively access the knowledge base to supplement knowledge or verify information as needed.

Advantages:

  • Enhances agent autonomy and contextual flexibility;
  • Suitable for long conversations and multi-turn reasoning in complex agents;

3. Enabling a General Knowledge Base in the Project Workspaceโ€‹

For collaborative scenarios across workflows or multiple tasks, XpertAI supports adding a general knowledge base in the Project Workspace. This knowledge base is available to all general agents within the project, allowing them to automatically retrieve required knowledge when performing any task, without additional node configuration.

This enables your project team to:

  • Consolidate internal documents, operation manuals, industry reports, etc., into a unified knowledge source;
  • Allow agents to directly reference shared knowledge when performing report analysis, customer Q&A, document writing, and other tasks;
  • Ensure all team agents work based on the same information system.

4. Coming Soon: Agents Autonomously Orchestrating Knowledge Pipelinesโ€‹

With the release of XpertAI 3.6, the knowledge base feature will be fully upgraded to a Knowledge Pipeline. In future versions, agents will be able to autonomously orchestrate the pipeline, dynamically acquiring applicable knowledge based on task objectives and context, achieving real-time, on-demand knowledge access.

This feature will make knowledge the agentโ€™s โ€œlong-term memory,โ€ enabling enterprises to truly build a trustworthy and explainable knowledge intelligence system.


Summaryโ€‹

Usage MethodFeaturesTypical Scenarios
Knowledge Retrieval NodeExplicit call, stable and controllableQ&A, report interpretation, summarization
Knowledge Base Tool NodeAgent autonomously calls as neededConversational reasoning, multi-turn task execution
Project General Knowledge BaseAutomatic sharing, no configuration neededTeam knowledge collaboration, general Q&A