The Search Knowledge Base Action in Salesmate Execution Flow allows you to automatically fetch answers from a selected knowledge base using a specific question or input from your flow.
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How to Configure Search Knowledge Base Action:
- While setting up an Execution Flow, select the Search Knowledge Base action.
- Once the action is selected, configure it by providing the following details:
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Name: Assign a clear and descriptive name to the action. This is required and follows standard name validations.
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Description: Optionally, provide a short explanation about what this action does.
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Question: Enter the exact question to search in the knowledge base, or select a variable that contains the user's input.
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Knowledge Base: Select the knowledge base(s) from which the agent will search for an answer.
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If only one knowledge base exists, it will be pre-selected and locked
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If multiple are available, you can select more than one
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By default, knowledge bases enabled for AI Pilot will be selected, and only these can be used for search.
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- After configuration, hit Save to apply the changes.
- This action provides two output ports:
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Found Results – Used when a relevant answer is found
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No Results Found – Used when no matching content is found
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Practical Use-Case:
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Imagine you have a chat support system embedded on your website. When a user asks a question about your product, instead of manually searching for a relevant document, you can automate the response using the Search KB action.
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If you already have a Knowledge Base prepared, the Execution Flow can automatically trigger a search based on the user’s query and return the most relevant article. Your Salesmate Agent can then directly respond with the correct information, saving time and ensuring consistent, accurate replies.
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