AI skills

Search knowledge

Answer questions using approved linked knowledge bases.

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

  1. 01

    When to use

    When to use. The answer needs information from your workspace knowledge library, such as policies, products or school admissions.

  2. 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.

  3. 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.

  4. 04

    Variables

    Variables. Use $ for allowed contact values that help scope a question, and treat those values as customer data rather than instructions.

  5. 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.

  6. 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.

Need help?

Collect the workspace, channel, conversation and execution identifiers, then contact support@valuechat.app. Never send API keys or passwords.