Agent knowledge

Knowledge organizes reference material into named sources. Each source selects specific files, documents, folders, or managed NetSuite references. Agents search the selected content while the original content permissions continue to apply.

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References included by library Agents

NetSuite role Agents include NetSuite Reference Search, a built-in Skill that uses the workspace’s selected NetSuite product updates source. The source binding appears in the builder’s Knowledge section and on the library detail page. Knowledge search is available through the built-in runtime; it does not need to be pinned as another tool. When a workspace owner or admin adds one of these Agents, Include NetSuite product updates selects the offered reference files by default. Expand View included files to review them, or clear the checkbox to add the Agent without them. Adding the Agent creates a ready workspace Knowledge source, or uses the workspace’s existing selection. Existing selections are kept, including disabled sources that need review. These managed references are optional: the Agent can run without them. To add them to an existing Agent, open its Knowledge panel, choose Set up references, review the files, and select Add references. Members can use references already available to the workspace; a workspace owner or admin must add a new workspace source. A personal source or a source restricted to another audience does not satisfy a workspace-wide reference binding. Named sources and directly attached files still require access and availability for the actual run account. The bottom of Included skills summarizes its bundled reference files, such as data-model cards, procedures, and validated query examples. A separate read-only Skill references table lists each file and its owning Skill. These files are read through the built-in Skill reader and do not require a separate Knowledge source, connector, or upload. Searchable workspace sources appear in the following Knowledge section.

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Add a source

Uploads and URL imports are saved in the selected personal, workspace, or team drive. A URL adds that page or file only; linked pages are not included.

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Searches and Sources in chat

Agents with a Knowledge search tool search when they need reference information. Attaching a source limits the content they can search; it does not trigger a search on every reply. The search appears in Activity. Sources lists documents returned by searches for that response, with each document counted once and its excerpt count shown alongside it. Reading a Skill or loading background prompt context does not add Sources. A reply that only asks for missing scope does not need a knowledge search. An Agent without attached sources may still search sources available to the account running it when chat’s Knowledge setting is on. An explicit Agent opt-out or source selection remains authoritative, and content access permissions continue to apply.

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Find and manage sources

The source list opens in Mine. Switch to Workspace or Teams to find shared sources, or search by name. Each row shows its name, document count, access, and status. A count shown as Open to view means you can see the documents available to you by opening the source. Click a source name to see its documents, their statuses, access, and last successful sync. Use Edit source to change the selection or settings, then Continue and Save changes. The source’s menu contains sync, search, and removal controls. Management actions appear only when you have permission. Preparing and Syncing show an animated progress bar while work is in progress. A green Ready badge means the source is available for search. If a source shows Needs attention or Limit reached, open it for guidance. You can also expand Agents using this source or Search this source in the details.

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Mine, Workspace, and Teams

Mine belongs to you in the current workspace. Workspace and Team sources use the corresponding membership and management permissions. A source never grants access to a file or document someone cannot already read. To add a Team source, first create or join an active shared team that you can manage. Personal and Company drives use Mine and Workspace access. The content picker opens in the selected drive, and you can browse other drives you can access. A source’s ownership is fixed when it is created; add another source to choose different ownership. Personal sources are available to an Agent only in a verified private interactive chat. They do not automatically enter scheduled runs or shared Task, document, project, or channel output.

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Control search and synchronization

Content can still appear if another enabled source includes it and the caller has access to both the source and the original. A disabled source never falls back to all indexed files.

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Indexing and file attachments

Your original files and documents stay in Content. File detail panels show indexing status. Indexed means the text is prepared for search; the content still needs to belong to an enabled source. Indexing alone does not add a file or document to Knowledge. An Agent can also attach a file’s full text directly to its prompt. Use a named source when it should search for relevant passages. These actions retain the file’s access permissions.

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NetSuite references

Erstan maintains the offered NetSuite reference catalog centrally. Add a source and select the specific references you want. New catalog files do not expand an existing source automatically, and connecting NetSuite does not subscribe the workspace. Clear NetSuite product-update questions may use selected workspace references. Live NetSuite records and actions use Connectors.

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Connected sources

An available connector lets you choose a connected account and specific files or folders. Connecting an account does not import its entire contents. The Google Drive pilot supports private sources with explicit selections; whole-drive selections are blocked. SharePoint and mail providers are unavailable until their connectors are enabled for Knowledge.

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Notes from Agent chats

Use Save to knowledge to review selected visible messages and publish an independent document and native source. Choose the personal or team destination and confirm the audience when sharing. The note retains provenance; it has its own lifetime after publication.

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