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Creating Your First Knowledge Agent

This guide walks you through the complete process of creating a Knowledge Agent in Aivah’s Knowledge workspace. Once your agent is created, Aivah automatically trains it on your added content, making it ready for use immediately. Create New Agent Interface

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Prerequisites

Before creating your agent, ensure you have:
  • An active Aivah account with Knowledge workspace access
  • Your content ready (documents, URLs, or text)
  • A clear understanding of your agent’s purpose

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Step-by-Step Creation Process

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1. Access the Knowledge Workspace

1

Navigate to Knowledge

Sign in to your Aivah account and click Knowledge in the top navigation bar.
2

Start Agent Creation

In the left sidebar, click Create New Agent to begin the setup process.

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2. Configure Basic Settings

1

Name Your Agent

Enter a descriptive name in the Agent Name field (e.g., “Customer Support Agent”, “Product Manual Assistant”).
2

Configure Core Features

Set the following toggles based on your needs:
  • Real-Time API: Enable for live, conversational interactions
  • Presentation: Turn on only for single-document presentation agents
  • Multi Modal: Enable if your plan supports multimedia content
Choose your agent name carefully - it will be visible to users and should clearly represent the agent’s purpose.

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3. Add Initial Knowledge

You have three ways to add knowledge to your agent:
Direct Text Entry
  1. In the Enter Content section, paste any reference text
  2. This is ideal for FAQs, policies, or short informational content
  3. Text is immediately processed and ready to use

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4. Create and Verify

1

Wait for Processing

After adding content, you’ll see a processing notification. Large files and URLs may take several minutes to complete.Upload Progress Notification
2

Create the Agent

Click + Create at the bottom of the page to finalize your agent.
3

Access Agent Settings

You’ll be redirected to the Agent Knowledge Settings page where you can:
  • View all added sources with character counts
  • Toggle between List View and Card View
  • Export your content list
  • Add more knowledge sources using the Add content button
Agent Knowledge Settings - List View

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Post-Creation Configuration

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Knowledge Management

Once created, you can manage your agent’s knowledge:
  • Add Content: Use the Add content button for additional sources
  • Edit Sources: Click any source to modify or update it
  • Remove Content: Use trash icons or Delete All for bulk removal
  • Monitor Processing: Ensure all sources show character counts (indicates successful processing)
You can also switch to Card View to see a visual representation of your knowledge sources: Agent Knowledge Settings - Card View

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Next Steps

After creating your agent:
  1. Test Interactions: Verify the agent responds accurately to test questions
  2. Configure Behavior: Set up response style and limitations in Share settings
  3. Deploy: Generate sharing links or embeds for your users
  4. Monitor Performance: Use Insights to track usage and effectiveness

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Best Practices

  • Use clear, well-structured documents
  • Ensure information is current and accurate
  • Remove outdated or contradictory content
  • Group related content together
  • Use descriptive titles for uploaded documents
  • Regularly review and update your knowledge base
  • Test with common user questions
  • Verify accuracy of responses
  • Check for knowledge gaps and fill them

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Common Issues and Solutions

Large files and some websites require extended processing time. Keep your browser tab open until the upload banner shows completion.
Ensure the URL is:
  • Publicly accessible (not behind login)
  • Not geo-restricted
  • Contains readable content (not just images)
  • Review your source content for accuracy
  • Remove conflicting information
  • Add more specific examples or context
Ready to enhance your agent further? Learn about adding more content or explore agent types for advanced configurations.