Knowledge

this guide covers how knowledge works for make ai agents, where to upload and manage it, and its modules and credit usage what is knowledge for ai agents? k nowledge is reference information that your agent uses to tailor its responses to your goals it consists of files stored in the agent's long term memory examples of knowledge files include company knowledge bases, brand guidelines, style guides, and policies how knowledge works when you have large blocks of text that an agent must reference often, upload them as knowledge files to your agent and reduce the tokens used in requests knowledge file storage and retrieval your knowledge files are stored in {{product name}} and retrieved based on your requests how storage works {{product name}} stores knowledge files in a rag vector database once you upload a file, {{product name}} splits the file into smaller text segments called chunks and converts the chunks to vectors how retrieval works when you send a request to an agent, the agent searches the database for the chunks relevant to your query it returns only the most relevant chunks, instead of the entire file, using fewer tokens knowledge file requirements knowledge files have the following limitations supported file types txt, pdf, docx, csv, md, and json files file size and quantity 20 mb maximum per file 20 files maximum per agent team and organization limits free, core, pro plans 100 files per team, 150 files per organization teams plan 150 files per team, 200 files per organization enterprise plan 250 files per team, 500 files per organization {{product name}} deletes files after 180 days of inactivity (if your agent hasn't queried them) upload knowledge you can upload knowledge files to the make ai agents (new) app or the knowledge app, depending on your workflow with the make ai agents (new) app upload with the make ai agents (new) app for files that rarely change, such as company guidelines or style guides when to use it for one time file uploads for files that you don't plan to update often for a quick setup during the agent configuration with the knowledge app upload with the knowledge app for files that require regular updates, such as knowledge bases or contact lists when to use it for files that update periodically when you want to manage knowledge separately in a dedicated {{scenario singular lowercase}} when you want to reduce token costs for step by step instructions, see docid\ ha1 tulw54s28ih4stixr manage knowledge use knowledge modules upload, update, delete, search, and view details about your knowledge files this section is a reference for these modules and their settings add knowledge modules to scenarios you can add knowledge modules to {{scenario plural lowercase}} in three ways in an ai agent {{scenario singular lowercase}} after the make ai agents (new) > run an agent (new) module in an ai agent {{scenario singular lowercase}} as a tool for the make ai agents (new) > run an agent (new) module in a standard {{scenario singular lowercase}} on its own or with other knowledge modul e s delete knowledge the knowledge > delete knowledge module deletes a file from the agent's knowledge base file id specify the id of the file to delete, or let the agent decide update or append text knowledge the knowledge > update or append text knowledge module modifies an existing text based file update the file to replace content, or append it to add new content to the end supported file types include txt and md tip use this module as a tool for your agent so it can continuously update its knowledge mode select update or append , depending on the action you require select file select an existing text based file to update or append content paste the text you want to replace the existing file with or add to the end of the file upload knowledge file the knowledge > upload knowledge file adds a file to the knowledge base prerequisites add a download file module before this module to map the file name and content use it when you want a separate scenario to manage knowledge you want to automate knowledge uploads from external sources like google drive tip to keep costs low, add this module to a separate scenario that manages knowledge file name name the file, or map the value corresponding to the file name from a previous download file module file content map the value corresponding to the file content from a previous download file module, for example, data upload knowledge text the knowledge > upload knowledge text module adds a text file to the knowledge base give the agent your text to turn into a file file name name the file file content paste text into this field to turn it into a file when you run the module get knowledge the knowledge > get knowledge module retrieves details about a specific knowledge file (metadata), such as its name, description, date, and id view this information in the output bundle of the module use it when you need the file id of a specific file to use in other modules you want to see when a file was last updated you're debugging knowledge file issues file select an existing file to get its metadata list knowledge files the knowledge > list knowledge files module shows all files in an agent's knowledge base use it when you want to see all available files you want the file ids of multiple files you want to see order files based on name, size, and upload date order by specify how the agent orders the returned files limit specify the number of files you want to return alternatively, leave this field empty to return all files query knowledge use the knowledge > query knowledge module to ask a question about the files in the agent's knowledge base use it when you want to test the information your agent can find in your files you're debugging why the agent isn't retrieving the right information search query ask a question about an existing file, like how you would interact with an ai search engine or chatbot alternatively, if you ask this question in the make ai agents (new) > run an agent (new) module, in input , let the agent decide files add existing knowledge files for the agent to search in, or leave empty to search all files limit specify the number of results (chunks) the agent outputs, or let the agent decide credit usage https //help make com/credits are the currency you buy and consume to use {{product name}} the knowledge app uses credits differently depending on the module and whether a docid\ hh nrtakeqakbmg63uuin or custom ai provider is selected users on all plans can use make's ai provider users on paid plans can also use custom ai provider connections , such as openai and anthropic claude below is a reference for credit usage, by module and ai provider connection type module make's ai provider custom ai provider connection delete knowledge file 1 credit per operation 1 credit per operation update/append knowledge (pdf/docx) 1 credit per operation + 10 tokens per page + credits based on tokens ai tokens for file description generation embedding tokens 1 credit per operation + embedding tokens update/append knowledge (json/csv/txt) 1 credit per operation + credits based on tokens ai tokens for file description generation embedding tokens 1 credit per operation + embedding tokens upload knowledge (pdf/docx) 1 credit per operation + 10 tokens per page + credits based on tokens ai tokens for file description generation embedding tokens 1 credit per operation + embedding tokens upload knowledge (json/csv/txt) 1 credit per operation + credits based on tokens ai tokens for file description generation embedding tokens 1 credit per operation + embedding tokens get knowledge 1 credit per operation 1 credit per operation list knowledge files 1 credit per operation 1 credit per operation query knowledge 1 credit per operation + credits based on embedding tokens 1 credit per operation + credits based on embedding tokens the tokens mentioned above refer to the following token types embedding tokens these tokens are used to convert your knowledge file into a searchable format that your agent can query it involves converting chunks of a file into numbers (vectors) to be stored in a rag vector database the number of tokens used depends on the file size, with larger files using more tokens you are billed for these tokens when you upload a file file description ai tokens (make's ai provider only) these tokens are used to generate a file summary based on the first part of the file when you use make's ai provider, {{product name}} bills you for these tokens if you use a custom ai provider connection, the provider bills you for the tokens you are billed for these tokens each time you upload a file or change a file description