Knowledge Retrieval Agent

Overview

The Knowledge Retrieval Agent automatically searches, finds, and surfaces relevant information across all your documents, meetings, and conversations.

Core Functions

Automated Search:

• Semantic understanding of queries
• Cross-document search
• Context-aware results
• Citation and source linking

Proactive Suggestions:

• Related content recommendations
• Answer common questions
• Surface forgotten information
• Prevent duplicate work

Use Cases

Support Bot

Workflow:

Customer question →
Agent searches knowledge base →
Finds relevant articles →
Generates answer with citations →
Posts to support channel →
Tracks if helpful

Slack Assistant

Configuration:

trigger:
  type: message
  source: slack
  channel: "#questions"
  
actions:
  - search_knowledge:
      query: "{{message.text}}"
      top_k: 5
      
  - generate_answer:
      docs: "{{search_results}}"
      style: helpful
      
  - post_response:
      channel: "{{message.channel}}"
      thread: "{{message.ts}}"

Research Assistant

Auto-Research:

Topic identified →
Agent searches all sources →
Aggregates information →
Synthesizes findings →
Generates report →
Links all sources

Configuration

Search Settings:

search:
  sources:
    - documents
    - meetings
    - conversations
    - slack_messages
    
  ranking:
    semantic_weight: 0.7
    keyword_weight: 0.3
    recency_boost: true
    
  filters:
    min_relevance: 0.75
    max_results: 10
    date_range: 90d

Next Steps

• Building Agents - Setup guide
• Chat with AI - Manual search
• Business Intelligence - Search analytics

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Last Updated: October 11, 2025