Agent Knowledge & Memory

Overview

Agent knowledge gives your AI agent your own facts to answer from. Upload your price sheet and the agent quotes the right number. Connect your job-tracker project and it tells a customer where their order stands. Your projects, files, and databases are the Memory pillar of Workspace DNA. A custom AI agent (the Intelligence pillar) reads them as knowledge and answers from them instead of guessing from the open internet.

TL;DR: Ground an AI agent in your own knowledge. Upload files, add links, or connect live projects. The agent answers from these sources, and connected projects stay current. This knowledge is the agent's persistent memory, and you can refresh or update it at any time. Learn how projects and databases become shared memory, then build a custom agent.

How Memory Feeds Intelligence

Knowledge is the bridge between two Workspace DNA pillars. Your projects and files are Memory. Your agent is Intelligence. Knowledge connects them, so the agent reasons over what you know.

Here is the full path, from your raw content to a grounded answer:

┌────────────────────────────────────────────────────────────────────┐
│                                                                    │
│   YOUR CONTENT              AGENT MEMORY            GROUNDED REPLY │
│   (Memory pillar)           (your sources)          (Intelligence) │
│                                                                    │
│   ┌─────────────┐                                                  │
│   │  Projects   │──┐                                               │
│   ├─────────────┤  │      ┌──────────────┐      ┌──────────────┐   │
│   │   Files     │──┼─────▶│  Knowledge   │─────▶│  Custom AI   │   │
│   ├─────────────┤  │      │     Tab      │ read │    Agent     │   │
│   │  Web pages  │──┤      │ (your list)  │ every│ reasons over │   │
│   ├─────────────┤  │      └──────────────┘ reply│  your data   │   │
│   │  YouTube    │──┘                            └──────┬───────┘   │
│   └─────────────┘                                      │           │
│                                                        ▼           │
│                                                 ┌──────────────┐   │
│                                                 │    Answer    │   │
│                                                 │  cites the   │   │
│                                                 │ sources used │   │
│                                                 └──────────────┘   │
│                                                                    │
└────────────────────────────────────────────────────────────────────┘

You add the knowledge. The agent reads it on every message and shows you which sources it used. No retraining loop to manage.

Knowledge vs. Chat History

Knowledge is what the agent reads, and it is the agent's persistent memory. It stays with the agent in every chat, and you can refresh or update it at any time. Chat history is the record of one chat.

To give an agent a fact for every chat, add it to knowledge. Connect a project, or use Add Markdown/Text on the Knowledge tab. To reopen an old chat, see AI Agent Chat.

What Each Source Unlocks

Pick the source that matches the job. Each one teaches your agent something different.

Open the Knowledge Tab

Every agent has a Knowledge tab where you add, review, and edit its sources in one place. Start here.

1. Go to the Agents tab in your workspace or folder.
2. Click the three dots ··· next to an agent and select ✏️ Edit agent.
3. Choose the Knowledge tab in the sidebar on the left.

When you are done adding sources, click Update to save. The agent reads the new knowledge on its next reply.

Upload Documents

Uploading documents is the simplest way to hand your agent specific, structured information. Use it for anything you attach to an email: a price sheet, a contract, a deck, a spreadsheet.

1. Open your agent's Knowledge tab.
2. Click the ADD SOURCES box to choose files from your device, or drag and drop them in.
3. Or click 📄 Add Media to pick a file already uploaded to your projects. See Media Files.
4. Click Update to save.

Supported Knowledge Formats

Images upload too, and Taskade reads the text inside them with built-in OCR.

If you drop a file Taskade cannot read, it is skipped and a notice names it. The notice lists the file it skipped and the formats the Knowledge tab accepts, so you can convert the file and drop it again. The rest of the batch still uploads.

Add Many Sources at Once

You can build a knowledge base fast by adding several projects, links, and files in one go.

1. Open your agent's Knowledge tab.
2. Choose any upload method.
3. Use the checkboxes or click ➕ Add another to select multiple sources.
4. Click Update to save them all.

Use Web Resources

Web resources let your agent answer from up-to-date information you point it at. Use them when a fact lives on a public page instead of in a file.

1. Open your agent's Knowledge tab.
2. Pick a source:
   • 🌐 Add link for a website or blog.
   • 🎞️ Add YouTube for one or more videos to transcribe.
   • 📦 Add from Google Drive, Dropbox, Box, or OneDrive.
3. Click Update to save.

Note: A link or sitemap you add is read as one page. Taskade does not crawl the internal links inside it.

Create a Note From Scratch

Type rules, policies, or quick facts straight into the Knowledge tab. No file needed.

1. In the Knowledge tab, choose Add Markdown/Text.
2. Paste Markdown or plain text into the pop-up. See Markdown Support for formatting.
3. Click Add to Knowledge.
4. Click Update to save.

Connect Live Projects

Connecting a project gives your agent live memory. Uploaded files are static. A connected project is dynamic: when the project changes, the agent inherits the update on its next reply, with no re-upload. This is the Memory pillar feeding the Intelligence pillar in real time.

For example, a solo realtor connects a live Listings project. When a property goes under contract and the status changes, the inbound CRM agent reflects that on its very next reply. No re-upload, no stale answers.

1. Select your agent in the Agents tab.
2. Choose the Knowledge tab in the sidebar.
3. Turn on the Knowledge toggle on the right.
4. Add a live source:
   • 📄 Add Project to pick projects from the current workspace or folder.
   • 🌐 Add link to pick a website or blog.

A connected project shares this content with your agent:

See Which Sources It Used

Every answer shows its receipts. When you chat with an agent, it tells you which knowledge it read, so you can trust the reply and trace it back to the source.

• Start a conversation with your agent.
• Look for the box that shows it accessed your sources.
• Click the drop-down arrow to preview the exact sources used.

If the agent cannot retrieve one of your sources, it says so instead of answering around the gap. The reply names the sources it failed to read, so a stale link or a file still processing never reads as a confident answer built on nothing. Re-add or replace the source and ask again.

When an agent uses a project as knowledge, Taskade adds a backlink inside that project. Open the project and you can see which agents rely on it.

Keep Your Agent Sharp

A clean knowledge base is a reliable agent. Two small habits do most of the work.

Describe each file as you add it. Every uploaded file carries a short description. The agent reads that description when it searches its library, so a clear label surfaces the right file at the right moment.

• Add a one-line description right after you upload.
• Treat it like a cue that a teammate scans first ("Q2 pricing one-pager", "Sales call with Acme").
• Edit the description later if the agent keeps reaching for the wrong file.

Sweep out stale sources. Old contracts and last quarter's deck pull the agent off course. Trim them and it stays focused.

• Open the Knowledge tab on the agent.
• Tick the checkbox next to each item you no longer need, or use Select all.
• Click Delete in the action bar at the bottom. Counts refresh as the sweep finishes.
• For one-off cleanup, click a single row's delete control. The agent gets sharper on the next reply.

Community Agent Templates

Explore AI agents built by the Taskade community. Clone one and study how it uses knowledge.

• AI Prompt Evaluator. Evaluate and improve AI prompts
• Bluey Episode Chatbot. Knowledge-grounded conversational agent
• Cover Letter Generator. Context-aware document generation
• AI Study Buddy. Educational Q&A assistant

Build your own → taskade.com/create

Frequently Asked Questions

Related guides

• Custom AI Agents: The Intelligence Pillar. Build and train the agent that reasons over your knowledge.
• Projects & Databases: The Memory Pillar. How project data becomes agent knowledge.
• How Taskade Genesis Works: Workspace DNA. The three-pillar loop of Memory, Intelligence, and Execution.
• Multi-Agents. Build teams where agents share knowledge.
• Tools for AI Agents. The built-in tools an agent carries, plus custom tools you define.
• MCP Connectors. Let external AI clients read your workspace over the hosted MCP server.
• Media Files. Reuse files you already uploaded to your projects.
• Keep Your Agent's Knowledge Up to Date. Refresh knowledge automatically from a web page, sheet, inbox, or form.
• Build a Chatbot with Knowledge Base. Turn this knowledge into a published website chatbot.