Knowledge Skill

This skill searches the organization’s knowledge base for information from uploaded documents. Use this skill when you need to find information from internal documentation, policies, or organizational knowledge that might not be available through standard analytics queries.

How It Works

The Knowledge skill searches across your organization’s ingested knowledge base documents using semantic search. When activated, the assistant:

1. Performs semantic search across all ingested knowledge documents
2. Retrieves relevant document chunks that match the query
3. Fetches specific chunks by index for detailed context
4. Provides information from organizational documents and knowledge

The skill is designed to be used after other tools have been tried—it serves as a fallback when standard analytics tools don’t have the answer, but the information might exist in your knowledge base.

Examples

Searching Organizational Knowledge The user asks: What is our policy on data retention? The AI Assistant then:

• searches the knowledge base,
• finds the most relevant policy content, and
• answers using the information it retrieved.

Finding Internal Documentation The user asks: What does our documentation say about this feature? The AI Assistant then:

• searches internal documentation,
• pulls the most relevant sections, and
• summarizes what the docs say.

Information Lookup The user asks: Find information about our sales process in the knowledge base. The AI Assistant then:

• runs a semantic search,
• retrieves the most relevant content, and
• summarizes the key points.

More Example Prompts

• How do we handle customer refunds?
• Search our knowledge base for information about compliance.
• What documents mention this topic?

Limitations

• Only searches documents that have been ingested into the knowledge base
• Works best when knowledge base is well-maintained and up-to-date
• Semantic search may return approximate matches rather than exact text
• Should be used after trying other tools first, not as the primary search method