Overview
Use the Add Project to Agent Knowledge action to keep agents up to date with the latest tasks, documents, or research so they can respond more accurately.
How to Use It
- In your automation, add a new ➕ Add Step.
Choose the Add Project to Agent Knowledge action.
Configure the action in the sidebar on the right:
Select the AI Agent you want to update.
Choose the Project you want to add as knowledge.
Action Settings
| 🏷️ Field | 🔤 Description |
|---|---|
| (required) Agent | Select the AI Agent you want to train. (Required) |
| (required) Project | Select the project that will be added to the agent’s knowledge. (Required) |
| 🪄 Use Case | 💭 Scenario | ⚙️ Action Flow |
|---|---|---|
| Train agents on new work | A new project is created with information the agent needs. | Automatically add the project to the agent’s knowledge base to ensure it stays current. |
| Keep agents updated | Ongoing projects are updated frequently. | Add the project to the agent regularly so it has access to the latest content. |
| Enable context-aware responses | The agent should answer based on specific project content. | Add the relevant project so the agent can reference details in conversations. |
| Support onboarding | Agents should learn from past projects to help new team members. | Feed previous projects into the agent so it can assist with onboarding questions. |
| Power research assistants | An agent helps summarize or respond to research projects. | Automatically sync research-focused projects to make the agent smarter and faster. |
| Prepare agents for launches | A feature launch or campaign project is ready. | Train the agent on the launch plan so it can help answer team or customer questions. |