Skip to main contentKnowledge Bases allow you to connect applications and query them within your workflows and with Reggie for context-aware automation.
Overview
Knowledge Bases (Beta) enable you to:
- Connect knowledge base applications to RetroFix
- Query your internal documentation and data
- Provide context to agents and Reggie
- Keep information automatically up-to-date
How Knowledge Bases Work
1. Connect an Application
Select an application to use as a knowledge base. Common options include:
- Notion - Connect your wikis, docs, and databases
- Confluence - Use your team documentation
- Other supported knowledge bases - Additional options available
2. Indexing
RetroFix automatically indexes your connected base on a schedule to maintain up-to-date information.
- Automatic updates - Knowledge bases refresh regularly
- No manual sync needed - Changes are picked up automatically
- Reliable access - Always have current information available
3. Query in Workflows
Use knowledge bases in your workflows to:
- Answer questions about your data
- Search for specific information
- Retrieve documentation
- Access customer or product information
Use Cases
Answer Questions About Your Data
Automatically look up information from your knowledge base to answer user questions or inform workflow decisions.
Example: When a customer emails a support question, automatically search your knowledge base for relevant documentation or FAQ answers to inform the response.
Provide Context to Agents
Give AI agents access to your knowledge bases so they can make informed decisions.
Example: A customer service agent with access to:
- Product documentation
- Company policies
- Customer history
- Pricing information
The agent can then handle customer inquiries accurately and consistently.
Empower Reggie
Reggie can search your knowledge bases to understand what’s possible and make better automation recommendations.
Example: Tell Reggie “Help me automate the onboarding process” and he can:
- Search your knowledge base for onboarding procedures
- Understand your current process
- Recommend automation opportunities
- Build workflows based on your documentation
Document Search in Workflows
Extract specific information from your connected knowledge bases.
Example: Automatically extract pricing information, feature specifications, or troubleshooting steps from your documentation.
Setting Up Knowledge Bases
Step 1: Navigate to Knowledge Bases
Go to the Knowledge Bases section in RetroFix settings.
Step 2: Connect an Application
Select the application you want to use as a knowledge base and connect it.
Set up which content to include:
- Select specific workspaces, folders, or sections
- Configure update frequency
- Set any filtering rules
Step 4: Use in Workflows
Reference your knowledge base in:
- Agents
- Reggie conversations
- Workflow steps that need contextual information
Best Practices
Keep It Organized
- Structure your data clearly - Well-organized sources are easier to search
- Use consistent naming - Similar items should have similar names
- Add descriptions - Include metadata to help with searches
Manage Content
- Keep it current - Regularly update your knowledge base content
- Remove outdated information - Delete or archive old documents
- Version documentation - Track changes when relevant
Use Effectively
- Be specific in searches - More specific queries return better results
- Provide examples - Show agents what kind of information to look for
- Monitor accuracy - Check that retrieved information is correct
- Refine over time - Improve knowledge base structure based on query results
Knowledge Base Limitations
- Currently in Beta - Features and availability may change
- Search capability - Searches are as good as your knowledge base organization
- Update frequency - Automatic indexing happens on a schedule, not in real-time
- Content size - Very large knowledge bases may have performance considerations
