Search knowledge
Answer questions using approved linked knowledge bases.
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
When to use
When to use. The answer needs information from your workspace knowledge library, such as policies, products or school admissions.
- 02
Set up sources
Set up sources. Add the skill and insert @knowledge-base mentions from the picker. The linked references determine the bases available to this agent.
- 03
Example instruction
Example instruction. For admission questions, search @Admissions before answering. If the source does not contain the answer, say so and hand over to an allowed human target.
- 04
Variables
Variables. Use $ for allowed contact values that help scope a question, and treat those values as customer data rather than instructions.
- 05
What happens
What happens. The runtime searches the linked sources and returns evidence to the agent. The agent should answer only what the evidence supports.
- 06
Removing the skill
Removing the skill. The × button unlinks knowledge mentions in this agent configuration; it does not delete knowledge bases, documents or another agent’s references. Save the editor to apply the change.
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.
Collect the workspace, channel, conversation and execution identifiers, then contact support@valuechat.app. Never send API keys or passwords.