Lleverage Documentation
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  • Get Started
    • Introduction
    • Co-Pilot
    • FAQ
  • Key Terms
  • Action Guide
    • Triggers
    • Output
    • Prompt
    • Agents
  • Extracting Information
  • Using Information
  • Custom Code
  • Subworkflows
  • Knowledge Bases
  • Intergrations
  • Canvas Guide
    • Canvas Controls
    • Action Cards
    • Action Connections
    • Variables and Data Flow
  • The Run Panel and Testing
  • Error Handling
  • Publishing Guide
    • How to Publish
    • API Endpoint
    • Chat App
    • Form App
    • Integration Configuration
    • Scheduling Workflows
  • Sharing
  • Settings
    • Account Setup
  • Projects
  • Subscription Management
  • Sharing & User Permissions
  • Technical
    • Models
    • Security & Performance
  • Analytics & Monitoring
  • Support
    • Release Notes
      • April 2025
      • March 2025
      • February 2025
      • January 2025
      • December 2024
      • November 2024
      • October 2024
      • September 2024
      • August 2024
      • July 2024
    • Getting Help and Troubleshooting
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On this page
  • Key Features
  • How to Add Knowledge Base Actions
  • How to Configure Knowledge Base Actions
  • How to Use Search Knowledge Base
  • How Knowledge Base Actions Work in Your Workflow
  • Important Considerations

Knowledge Bases

Knowledge Base actions in Lleverage allow you to create, manage, and utilize collections of information that can enhance your workflows with specialized content. These actions make it easy to add context, store documents, and reference specific information when needed.

Key Features

  • Document storage for various file types

  • Text content management for quick additions

  • Contextual knowledge that enhances AI capabilities

  • Searchable information that can be accessed throughout workflows

  • Customizable configuration to optimize information retrieval

How to Add Knowledge Base Actions

  1. Open the Add Action menu using one of three methods:

    • Click the "Add Action" button in the top left corner

    • Click on a connection circle on an existing action card

    • Click and drag from one node to create a connection

  2. Find these actions in either:

    • The "All" tab

    • The "Tools" tab

    • The "Storing and Using Information" subcategory

  3. Choose from the available Knowledge Base actions:

    • Add Knowledge

    • Search Knowledge Base

  4. Click on your chosen action to add it to your canvas

💡 These actions help you manage information within your workflows, making knowledge accessible when and where it's needed.

How to Configure Knowledge Base Actions

How to Use Add Knowledge

  1. When you select the Add Knowledge action, you'll see three fields:

    • Content (not required)

    • Title (not required)

    • Knowledge Base (set to "knowledge base" by default)

  2. To select or create a Knowledge Base:

    • Click on the Knowledge Base dropdown

    • Select an existing Knowledge Base if you've created one before

    • Or click "Create Knowledge Base" to make a new one

  3. If creating a new Knowledge Base:

    • A new Knowledge Base titled "Untitled" or named after your workflow will be created

    • Click the edit icon to customize your Knowledge Base

  4. In the Edit Knowledge Base modal, you can:

    • Change the name of your Knowledge Base

    • Configure advanced settings

    • Upload files or add text content

💡 Adding content to a Knowledge Base makes it available for your workflow to reference, similar to giving your workflow access to a specialized document library.

Advanced Knowledge Base Configuration

  1. Primary Context Type:

    • This determines how documents are processed and chunked

    • Options include:

      • Mixed/Web Content (recommended if you're not sure)

      • Instructional Documents

      • Narrative Content

      • Transactional Documents

      • Conversational Documents

      • Conversational Content

      • Page-bound Content

  2. Language:

    • Default is "Multilingual"

    • Optimizes processing based on the language of your content

  3. Adding Content:

    • Upload Files: Add documents directly from your computer

    • Write Something: Opens a text input where you can create a document from scratch

    • After adding content, you can save or delete items as needed

⚠️ Choose the appropriate Context Type based on the kind of information you're storing to optimize how the system processes and retrieves it.

How to Use Search Knowledge Base

  1. The Search Knowledge Base action allows you to query information stored in your Knowledge Bases

  2. Configure this action by selecting which Knowledge Base to search

  3. You can then provide search queries within your workflow to retrieve relevant information

  4. The results can be used by other actions, particularly AI actions that need context

How Knowledge Base Actions Work in Your Workflow

Use Case: Adding Information to a Knowledge Base

  1. Add the "Add Knowledge" action to your workflow

  2. Select or create a Knowledge Base

  3. Configure the content to be added (either directly or via variables)

  4. When the workflow runs, this information will be stored in your Knowledge Base

  5. This is useful for:

    • Capturing important information during workflow execution

    • Building a Knowledge Base over time with new data

    • Creating a record of workflow results

Use Case: Searching a Knowledge Base

  1. Add the "Search Knowledge Base" action to your workflow

  2. Select which Knowledge Base to search

  3. Configure the search query (can be dynamic based on workflow variables)

  4. Connect the search results to other actions, typically AI-powered ones

  5. This is useful for:

    • Providing context to AI prompts

    • Retrieving specialized information for decision-making

    • Creating responses based on your organization's knowledge

💡 Combining both actions allows you to build workflows that continuously learn and improve by adding new information and then accessing it when needed.

Important Considerations

  1. Knowledge Bases are shared resources that can be used across multiple workflows

  2. Different types of content may work better with different context types

  3. You can add multiple documents to a single Knowledge Base

  4. When searching, more specific queries typically yield better results

  5. Content added to Knowledge Bases enhances AI capabilities by providing specialized context

💡 Think of Knowledge Bases as specialized libraries that your workflows can both contribute to and reference for better results.

Last updated 1 day ago

Add Knowledge Action
Search Knowledge Action