1. Overview
Knowledge Sources in Yeeflow provide a centralized knowledge management layer designed to organize and deliver structured business information to AI-driven applications.
They allow administrators to consolidate documents, operational rules, reference materials, and structured datasets into a unified knowledge foundation that can be consumed by AI Agents.
By configuring Knowledge Sources, teams can ensure that AI Agents respond with accurate, contextual, and up-to-date information. Knowledge Sources also enable employees to access consistent and standardized information directly within applications—improving collaboration efficiency and business alignment.
Typical use cases include:
Providing onboarding guides or reference materials for new employees
Offering SOPs (Standard Operating Procedures) for approval workflows or data list operations
Storing business rules, policy documents, and FAQ collections
Maintaining process descriptions, field definitions, and data model documentation
Sharing reusable knowledge across departments to ensure consistent operations
Knowledge Sources support category management, permission control, rich formatting, and version history—ensuring knowledge assets are secure, auditable, and sustainably maintained.
2. Key Benefits
Feature | Description |
Centralized knowledge repository | Consolidates documents, instructions, and structured data in one place |
Supports multiple content formats | Includes rich text, images, attachments, and fields from data lists or document libraries |
Reusable across applications | Knowledge can be referenced in forms, workflows, pages, and AI Agents |
Permission & visibility control | Define who can view, edit, or manage each Knowledge Source |
Full-text search | Quickly locate relevant knowledge using keywords |
Version management | Track edit history and restore previous versions for governance |
3. Accessing Knowledge Sources
Knowledge Sources are configured at the application level.
Navigate to:
Application Settings → AI agent → Knowledge sources
If no resources exist, the page displays a prompt to create your first Knowledge Source.
4. Creating a Knowledge Source
Click Create resource to open the configuration window.
4.1 Basic Information
Field | Description |
Name | Required. The name of the Knowledge Source |
Description | Optional. Purpose or usage description |
Custom icon | Optional. Upload a custom image |
5. Managing Knowledge Sources
After creation, the resource appears in the list with management options:
Edit resource
Disable resource
Delete resource
6. Adding Data Sources to a Knowledge Source
A Knowledge Source can include multiple underlying datasets, such as:
Data lists
Document libraries
Open a Knowledge Source → click Add data source.
6.1 Configuring a Data Source
When adding a data source, complete the following steps:
Step 1 — Select Data
Choose the Application
Choose the Data source (data list or document library)
(Optional) Apply filter conditions
Enable Automatic sync to keep the data updated
Step 2 — Select Data Fields
Select which fields the AI Agent is permitted to access.
Click OK to confirm.
6.2 Managing Data Sources
Each added data source can be:
Edited (modify fields, filters, sync settings)
Deleted (removed from the Knowledge Source)
7. Disabling or Deleting a Knowledge Source
You may:
Disable resource
Makes the Knowledge Source temporarily unavailable
Can be re-enabled anytime
Delete resource
Permanently removes it
Cannot be undone
8. Using Knowledge Sources in AI Agents
Once Knowledge Sources are configured, they can be connected to AI Agents.
Refer to the AI Agent guide:
https://support.yeeflow.com/en/articles/12950379-ai-agent
Step 1 — Open the Knowledge Tab
Navigate to:
AI Agent → Knowledge → Add Knowledge
This panel lists all Knowledge Sources available in the application.
Step 2 — Select Knowledge Resources
Examples of commonly used resources:
SLA targets
Ticket activity records
Service categories
Configuration items (CMDB)
Support team structure
Request types
You can assign one or multiple resources to an agent.
Step 3 — Enable or Disable Resources
For each resource:
Enable → The agent can query the data
Disable → Temporarily hides the data from the agent
This provides precise control over the agent’s accessible information.
Step 4 — Customize Resource Name & Description (Optional)
Within an AI Agent, you may:
Rename the Knowledge Source
Edit its description
These changes only affect this specific agent.
The global Knowledge Source configuration remains unchanged.
Use this when:
The same dataset serves different business contexts
You want more user-friendly names for agent use
You need to provide agent-specific instructional descriptions
9. Best Practices
Use clear, descriptive names for each Knowledge Source
Group related datasets into a single Knowledge Source
Only expose fields necessary for AI use
Keep descriptions specific and actionable
Enable automatic sync to ensure accuracy
Disable unused Knowledge Sources to reduce noise
10. Common Use Cases
Customer Support
Query SLA targets
Retrieve ticket histories
Access troubleshooting articles
IT Operations
Access CMDB and configuration records
View asset details
Review service dependencies
Inventory / Logistics
Query product inventory
Check warehouse stock
Track item locations
HR / Internal Services
Request categories
Policy libraries
SOP collections
11. FAQ
Q: Can one Knowledge Source contain multiple data lists?
Yes. Each Knowledge Source may include multiple lists or libraries.
Q: Will disabling a Knowledge Source remove it from all AI Agents?
It becomes unavailable but not removed.
Re-enable anytime.
Q: Can I change the icon after creating the resource?
Yes, through Edit resource.
Q: How often does data sync?
If Automatic sync is enabled, updates are synchronized automatically.