Edit Agent Knowledge

Tool ID: agent_knowledge_edit

Summary

Creates, updates, or permanently deletes entries in your knowledge base — for example adding a new FAQ, fixing an outdated answer, or removing a duplicate.

When to use it

  • Add a new FAQ — Document a question and answer your team or customers ask often.
  • Fix outdated information — Update an answer when policies, prices, or procedures change.
  • Remove duplicates or obsolete entries — Delete records that are wrong or no longer needed.
  • Maintain the knowledge base — Keep official answers accurate so search results stay trustworthy.

What you need

Requirement Required?
Metraclick connection Yes
Tool enabled for your account Yes
Agent Knowledge database credentials Yes

Before you edit

  1. Overview — Know which sources exist and which fields you can set.
  2. Search — Find existing entries first. Use the returned id for updates and deletes. Search before create to avoid duplicate FAQs.

Parameters

You describe changes in plain language. The AI passes structured fields behind the scenes:

Parameter Required? Description
op Yes create, update, or delete
source Yes Source key from the overview (e.g. faq)
id For update/delete Record id from search results
fields For create/update Column values to set (e.g. question, answer for FAQ)
confirm For delete Must be true — deletion cannot be undone

Create (new FAQ)

  • Required: question and answer
  • Do not pass an id

Update (change existing FAQ)

  • Required: id from search
  • Pass only the fields you want to change (partial update is fine)

Delete (remove entry)

  • Required: id from search and confirm=true
  • Permanent — the record is removed from the database

What you get back

Create — New record with id, full row, and message "Record created."

Update — before and row (after), plus updated_fields listing what changed.

Delete — deleted snapshot of the removed record and message "Record deleted."

If something is wrong (missing field, unknown id, delete without confirm), you get a clear message explaining the problem.

Example prompts

Add a new FAQ

Add a new FAQ to our knowledge base: Question: "How do I track my order?" Answer: "Log in to your account and open Order History. Each order shows a tracking link once it ships."

Search first, then add

Search Agent Knowledge for "track order". If nothing matches, create a new FAQ about how customers track shipments.

Update an answer

Search for the FAQ about return policy, then update the answer to say returns are accepted within 45 days instead of 30.

Fix a typo

Find the FAQ with id 42 in Agent Knowledge and fix the spelling of "receive" in the answer.

Delete with confirmation

Search for duplicate FAQs about password reset. If we have two that say the same thing, delete the older one and confirm the deletion.

Safe delete workflow

Show me the FAQ about holiday hours, explain what it says, and only delete it if I confirm — I want to replace it with an updated version.

Tips

  • Search before create — Reduces duplicate questions with slightly different wording.
  • Deletes need confirmation — The AI must set confirm=true for delete. Say clearly when you want something removed permanently.
  • Partial updates — You only need to mention the fields that change; the rest stay as they are.
  • Timestamps — created_at and last_changed are set automatically; you do not need to provide them.
  • Wrong field names — If edit fails, ask for the Overview again — only listed writable fields are accepted.
  • Read-only sources — Some sources may be searchable but not editable; the overview shows editable: false for those.

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