Knowledge and RAG
Ground answers in approved sources attached to the agent.
Before you start
Use a test channel or sample conversation first. Confirm the visible result in ValueChat before applying the setup to production traffic.
How it works
- 01
Create or upload a knowledge source
Create or upload a knowledge source.
- 02
Wait for indexing to complete
Wait for indexing to complete.
- 03
Enable Search knowledge for the agent
Enable Search knowledge for the agent.
- 04
Test a question whose answer exists only in the source
Test a question whose answer exists only in the source.
What to verify
✓The expected channel, conversation, contact or execution is visible.
✓The assigned person or agent matches the routing rule.
✓No customer-facing message claims an action that failed.
✓Activity or execution history contains enough context to investigate.
Need help?
Collect the workspace, channel, conversation and execution identifiers, then contact support@valuechat.app. Never send API keys or passwords.