Agent Knowledge

Agent Knowledge lets your AI assistant search and maintain your organization's knowledge base — structured information such as FAQs that the AI can look up when answering questions, and update when you ask it to.

The three tools

Tool Purpose
Overview See which knowledge sources exist and which fields can be edited
Search Find entries by keywords (questions, answers, and similar text)
Edit Create, update, or delete entries

How they work together

Overview  →  learn what sources exist (e.g. FAQ) and which fields you can change
Search    →  find existing entries before answering or editing
Edit      →  add, change, or remove entries (delete needs explicit confirmation)

Typical flow when answering a customer question:

  1. Your AI searches Agent Knowledge for relevant FAQs.
  2. It uses the results to draft an answer.
  3. If nothing matches, it can add a new FAQ entry (after checking for duplicates).

Typical flow when updating content:

  1. Search for the entry you want to change.
  2. Note the id from the search results.
  3. Ask the AI to update or delete that entry.

What you need

Requirement Overview Search Edit
Metraclick connection Yes Yes Yes
Tools enabled for your account Yes Yes Yes
Agent Knowledge database credentials No Yes Yes

Your administrator configures the database connection. You do not need to handle that yourself.

Current knowledge sources

Today, the main source is FAQ — a table of questions and answers. Your administrator may add more sources over time. Use the Overview tool to see the full list for your account.

Tool pages

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