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Knowledge Base Filters for Agents

You can now filter the documents in an AI Agent's knowledge base by Type, Source or Created by. These are the same filters you already use on the main Knowledge Base page, so they work the same way in both places.

Filters help when an agent has many documents and you need to find one quickly, check what it was trained on, or review what a teammate added.

Where to find it

The filters are in the Knowledge Base section of each agent's Agent Configuration page.

  1. Go to AI Agent and select the agent you want to work with.
  2. On the Agent Configuration page, scroll to the Knowledge Base section.
  3. The filters sit above the agent's list of documents.

Filter an agent's documents

Pick a value in one or more filters. The document list updates to show only the documents that match.

Filter

What it narrows by

Type

The kind of document, such as an uploaded file or a web page

Source

Where the document came from, such as your website

Created by

The team member who added the document

To see every document again, clear the filters.

Examples

  • Review website content: set Source to your website to see only the pages the agent learned from your site.
  • Check a teammate's additions: set Created by to that teammate to see the documents they added.
  • Find one file fast: combine Type and Created by to narrow a long list down to a few documents.