How to Link a Knowledge Base to a Workflow

A knowledge base only affects AI responses when it is linked to a workflow. You can link multiple knowledge bases to a single workflow, and control the order and precision of search results.

Steps

1. Go to Dashboard → Workflows
2. Open the workflow you want to update
3. Go to the Knowledge Bases section
4. Click Link Knowledge Base and select the library
5. Configure the search settings:
6. Priority — which knowledge base is searched first (lower number = higher priority)
7. Retrieval Limit — how many chunks the AI retrieves per query (default: 5)
8. Similarity Threshold — how closely a chunk must match the question to be included (default: 0.7, range: 0–1)
9. Save

Choosing search settings

• Retrieval Limit: the default of 5 works for most support chats. Increase it if your AI frequently says it doesn't have enough information on a broad topic. Decrease it for very focused chatbots covering a narrow subject.
• Similarity Threshold: if the AI ignores relevant content in your knowledge base, lower the threshold slightly (try 0.6). If responses feel off-topic, raise it (try 0.8).

What's next

• Best Practices for Knowledge Bases — organize your libraries for better results
• How System Messages Work — give the AI clear instructions on how to use the knowledge base