Agent knowledge is the information your custom AI agents use to provide contextual, accurate responses. It combines pre-trained AI capabilities with your own data — documents, URLs, projects, and media — to create agents that truly understand your business.
Workspace DNA connection: Knowledge is what transforms a generic AI into a specialist. The more knowledge you add, the richer your Workspace DNA becomes, and the smarter all your Taskade Genesis apps get.
| Step | Action |
|---|
| 1 | Go to the Agents tab |
| 2 | Click the three dots (⋯) next to your agent |
| 3 | Select Edit agent |
| 4 | Open the Knowledge tab |
The Knowledge tab shows all sources your agent has been trained on, with options to add, remove, and manage sources.
| Source Type | Formats / Types | How It's Used |
|---|
| Documents | PDF, CSV, TXT, DOCX, MD, PPTX, XLSX, EPUB | Full text extraction and indexing |
| Web URLs | Any web page, blog post, documentation page | Content scraped and indexed |
| YouTube videos | Video URLs | Transcript extracted and indexed |
| Social content | Tweets, Reddit posts, news articles | Content extracted and indexed |
| Cloud files | Google Drive, Dropbox, Box, OneDrive | File content pulled and indexed |
| Taskade projects | Any project in your workspace | Live, dynamic knowledge (updates automatically) |
| Manual sources | Markdown or plain text created in the Knowledge tab | Direct knowledge injection |
| Step | Action |
|---|
| 1 | Open the Knowledge tab |
| 2 | Drag & drop files directly, or click Add Media |
| 3 | Select files from your device |
| 4 | Files are processed and indexed automatically |
Supported document formats:
| Format | Best For |
|---|
| PDF | Brand guidelines, reports, manuals, legal docs |
| CSV / XLSX | Customer data, product catalogs, pricing tables |
| DOCX | Procedures, policies, templates |
| TXT / MD | Plain text knowledge, FAQ answers, notes |
| PPTX | Presentations, training materials |
| EPUB | Books, long-form content |
| Step | Action |
|---|
| 1 | Click Add Media in the Knowledge tab |
| 2 | Paste a URL (web page, YouTube video, cloud file link) |
| 3 | Content is scraped/transcribed and indexed |
| Resource Type | What Gets Indexed |
|---|
| Web pages | Full page text content |
| YouTube videos | Full video transcript |
| Google Drive files | Document text content |
| Dropbox / Box / OneDrive files | Document text content |
| Blog posts | Article text and metadata |
| Tweets | Tweet text and thread |
| Reddit posts | Post and top comments |
| News articles | Full article text |
| Step | Action |
|---|
| 1 | Open the Knowledge tab |
| 2 | Click "Create Source" |
| 3 | Write or paste Markdown/plain text directly |
| 4 | Save — the source is immediately available to your agent |
Tip: Use manual sources for FAQ answers, custom instructions, edge case handling, or information not available in any file.
Connect Taskade projects as living knowledge sources that update automatically:
| Step | Action |
|---|
| 1 | Open the Knowledge tab |
| 2 | Click Add Media → Add from Workspace |
| 3 | Select one or more projects |
| 4 | Projects become live knowledge — agent always has the latest data |
Dynamic = real-time. When you update a project, the agent's knowledge updates automatically. No re-upload needed.
Upload multiple sources simultaneously:
| Method | How |
|---|
| Multi-file upload | Select multiple files in the file picker |
| Multi-project connect | Select multiple projects from your workspace |
| Multi-URL paste | Add multiple links at once |
| Drag & drop batch | Drag a folder or multiple files into the Knowledge tab |
When your agent responds, it shows which sources it referenced:
| Feature | Detail |
|---|
| Source citations | Chat displays which knowledge sources were used |
| Preview capability | Click a citation to preview the source content |
| Transparency | Users can verify agent responses against source material |
Projects used as agent knowledge show backlinks indicating which agents reference them:
| Feature | Detail |
|---|
| Backlink indicator | Projects display a badge showing connected agents |
| Bi-directional awareness | See which agents use a project, and which projects an agent uses |
| Impact visibility | Know which agents are affected when you edit a project |
Tip: Backlinks help you maintain knowledge integrity. Before editing a project, check its backlinks to understand which agents depend on it.
When a project is connected as knowledge, agents can access:
| Accessible | Not Accessible |
|---|
| Text content (tasks, notes, descriptions) | Uploaded file attachments within the project |
| Block structure (headings, lists, checklists) | Comments on tasks |
| Due dates | Embedded links within task descriptions |
| Assignee information | Reactions (emojis) |
| Timer data | Chat messages in the project |
| Custom field values | |
| Labels and tags | |
| Practice | Why | Example |
|---|
| Start with your most-used docs | Highest ROI knowledge sources | FAQ doc, product guide, pricing sheet |
| Use projects for dynamic data | Always up-to-date, no re-uploading | Customer list project, inventory project |
| Create manual sources for gaps | Fill knowledge holes quickly | Edge case handling, tone guidelines |
| Organize by topic | Helps agent find relevant info faster | Separate "Product" and "Pricing" sources |
| Update regularly | Stale knowledge = wrong answers | Quarterly review of all knowledge sources |
| Test with real questions | Verify agent uses knowledge correctly | Ask questions you know the answers to |
| Use backlinks to audit | Understand cross-dependencies | Check before editing shared projects |
| Upload diverse formats | Different formats capture different knowledge | PDFs for detail, CSVs for data, URLs for current info |