# Agent Knowledge & Memory

***

## Table of Contents

* [Overview](#overview)
* [Explore the Knowledge Tab](#explore-the-knowledge-tab)
* [Train Your Agent](#train-your-agent)
* [Supported Knowledge Sources](#supported-knowledge-sources)
* [Training Methods](#training-methods)
  * [Upload Documents](#upload-documents)
  * [Use Web Resources](#use-web-resources)
  * [Create Sources Manually](#create-sources-manually)
  * [Dynamic Knowledge (Projects)](#dynamic-knowledge-projects)
* [Bulk Training](#bulk-training)
* [Look Up References](#look-up-references)
* [Knowledge Backlinks](#knowledge-backlinks)
* [What Projects Expose to Agents](#what-projects-expose-to-agents)
* [Knowledge Best Practices](#knowledge-best-practices)
* [What's Next](#whats-next)

***

## Overview

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](https://docs.taskade.com/docs/taskade-genesis/genesis/how-genesis-works) becomes, and the smarter all your Genesis apps get.

***

## Explore the Knowledge Tab

| 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.

***

## Train Your Agent

### Supported Knowledge 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                      |

***

## Training Methods

### Upload Documents

| 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                        |

### Use Web Resources

| 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         |

### Create Sources Manually

| 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.

### Dynamic Knowledge (Projects)

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.

***

## Bulk Training

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 |

***

## Look Up References

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 |

***

## Knowledge Backlinks

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.

***

## What Projects Expose to Agents

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                               |                                              |

***

## Knowledge Best Practices

| 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 |

***

## What's Next

| Guide                                                                                               | What You'll Learn                            |
| --------------------------------------------------------------------------------------------------- | -------------------------------------------- |
| [Tools for AI Agents](https://docs.taskade.com/docs/ai-features/ai-features/agent-tools)            | Add action capabilities to your agents       |
| [Custom AI Agents](https://docs.taskade.com/docs/ai-features/ai-features/ai-agents-getting-started) | Build and configure agents from scratch      |
| [Multi-Agents](https://docs.taskade.com/docs/ai-features/ai-features/multi-agents)                  | Create teams of agents with shared knowledge |
| [Projects & Databases](https://docs.taskade.com/docs/workspaces/workspaces/projects-databases)      | Structure data for optimal agent training    |
| [Adding Genesis Context](https://docs.taskade.com/docs/taskade-genesis/genesis/adding-context)      | Upload context for Genesis app creation      |