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Knowledge Bases

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

Key Features

  • Document storage for various file types (PDFs, Word docs, CSV, JSON, XML, HTML)

  • Text content management for quick manual additions

  • Contextual knowledge that enhances AI capabilities

  • Searchable information accessible throughout workflows

  • Advanced configuration options to optimize information retrieval

  • Shared resources that can be used across multiple workflows

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 Knowledge Base actions in:

    • The "All" tab

    • The "Tools" tab

    • The "Storing and Using Information" subcategory

  3. Choose from the available Knowledge Base actions:

    • Add Knowledge: Store information in a Knowledge Base

    • Search Knowledge Base: Query and retrieve information

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

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

How to Configure Add Knowledge Action

Setting Up the Basic Fields

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

    • Content (optional): The information you want to store

    • Title (optional): A descriptive name for the content

    • Knowledge Base: The destination folder (defaults to "knowledge base")

Selecting or Creating a Knowledge Base

  1. Click on the Knowledge Base dropdown

  2. Select an existing Knowledge Base if available

  3. Or click "Create Knowledge Base" to make a new one

If Creating a New Knowledge Base:

  1. A new Knowledge Base will be created (titled "Untitled" or named after your workflow)

  2. Click the edit icon (cog) to customize your Knowledge Base

  3. The Edit Knowledge Base modal will open with advanced options

💡 Tip: 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.

Add Knowledge Action

How to Configure Advanced Knowledge Base Settings

Primary Content Type Configuration

This setting determines how documents are processed and chunked for optimal retrieval:

  • Auto: Automatically detects the best content type and chunking strategy

  • Structured Data: For CSV, JSON, XML files with custom chunking to preserve data integrity

  • Mixed/Web Content: For webpages and HTML files with basic chunking (300 characters)

  • Structured Documents: For PDFs and Word docs, chunks by headings and sections (250 characters)

  • Narrative Content: For long-form text and articles with similarity-based chunking (350 characters)

  • Transactional Documents: For forms and receipts with no chunking (keeps documents intact)

  • Conversational Content: For chat logs and transcripts with similarity-based chunking (100 characters)

  • Page-bound Content: For presentations and page-based documents, chunks by page boundaries

Language Settings

  1. Default setting is "Multilingual"

  2. This determines the embedding model used to vectorize your documents

  3. Optimizes processing based on the language of your content

Adding Content to Your Knowledge Base

  1. Upload Files: Add documents directly from your computer

  2. Write Something: Opens a text input to create content from scratch

  3. After adding content, you can:

    • View uploaded files with checkmarks indicating successful upload

    • Delete items as needed

    • Rename your Knowledge Base

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

How to Configure Search Knowledge Base Action

Basic Setup

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

  2. Configure the required Query field with your search terms

  3. Select which Knowledge Base to search from the dropdown

Search Configuration Options

  • Match Search Results: Set between 1-50 results (maximum 50, minimum 1)

  • Search Fuzziness: Scale from 0-100

    • 0: Keyword-based search (exact matches)

    • 100: Semantic search (meaning-based matches)

    • Mid-range: Combination of both approaches

Using Search Results

  1. Connect the search results to other actions in your workflow

  2. Typically used with AI actions that need contextual information

  3. Results can be referenced using variables in subsequent workflow steps

Search Knowledge Action

How Knowledge Base Actions Work in Your Workflow

Use Case: Building a Knowledge Repository

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

  2. Select or create a Knowledge Base

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

  4. When the workflow runs, information is automatically stored

  5. Useful for:

    • Capturing important information during workflow execution

    • Building a Knowledge Base over time with new data

    • Creating a permanent record of workflow results

Use Case: Retrieving Contextual Information

  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 search results to AI actions for enhanced responses

  5. Useful for:

    • Providing context to AI prompts

    • Retrieving specialized information for decision-making

    • Creating responses based on your organization's knowledge

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

Best Practices and Important Considerations

Knowledge Base Management

  • Knowledge Bases are shared resources across multiple workflows

  • You can add multiple documents to a single Knowledge Base

  • Files are displayed with checkmarks when successfully uploaded

  • Use the cog icon to access advanced configuration options

Content Optimization

  • Different content types work better with specific primary context settings

  • More specific search queries typically yield better results

  • Consider the chunking strategy based on your document types

Workflow Integration

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

  • Search results can be used as variables in subsequent workflow steps

  • Knowledge Bases persist across workflow runs, building institutional knowledge

💡 Think of it this way: Knowledge Bases are like specialized libraries that your workflows can both contribute to and reference for better, more informed results.

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