This article explains how administrators add, configure, and manage Knowledge for a Copilot in Yeeflow.
It also clarifies the relationship between Knowledge Sources and Copilot Knowledge, helping ensure Copilot delivers accurate, relevant, and context-aware responses.
What Is Knowledge in Copilot
Knowledge provides background information that Copilot references during conversations.
Knowledge helps Copilot:
Understand business context and rules
Deliver accurate and consistent responses
Reduce incorrect or overly generic answers
Improve relevance within the application context
Knowledge is read-only for Copilot and does not modify application data or business processes.
Where Knowledge Is Managed
Knowledge related to Copilot is managed at two levels:
Knowledge Sources
Define the knowledge content itself
Managed centrally under AI Agent → Knowledge Sources
Knowledge in Copilot
Determines which Knowledge Sources are used by a specific Copilot
Configured in the Copilot Knowledge tab
Knowledge Sources and Copilot Knowledge
Copilot does not store knowledge content itself. Instead, it uses existing Knowledge Sources that are created and managed separately.
When adding Knowledge to a Copilot, please note:
Clicking Add Knowledge allows you to select only existing Knowledge Sources
Copilot cannot create new Knowledge Sources
A single Knowledge Source can be reused by multiple Copilots or AI Agents
In simple terms:
A Knowledge Source defines the knowledge content itself,
while Knowledge in Copilot defines which Knowledge Sources the Copilot uses.
Creating a Knowledge Source
If the required knowledge does not yet exist, you must create a Knowledge Source before it can be used by a Copilot.
Steps:
Go to Application Management
Open AI Agent
Click Knowledge Sources
Create and configure a new Knowledge Source
Once created, the Knowledge Source will appear in the Copilot Add Knowledge list.
📖 Reference documentation: Knowledge Sources
Accessing the Knowledge Tab in Copilot
To configure Knowledge for a Copilot:
Go to Application Management
Open AI Agent → Copilot Management
Select a Copilot
Switch to the Knowledge tab
All Knowledge used by the Copilot is managed here.
Adding and Managing Knowledge in Copilot
In the Copilot Knowledge tab, administrators can add existing Knowledge Sources to the Copilot.
1. Add steps:
Click Add Knowledge
Select an existing Knowledge Source from the list
Click Add to attach it to the Copilot
The Knowledge appears in the Copilot Knowledge list
If the required Knowledge Source is not available, create it first under AI Agent → Knowledge Sources.
2: Managing Knowledge Added to Copilot
Each Knowledge added to a Copilot can be managed individually.
From the Knowledge list, administrators can:
Enable or disable a Knowledge
Click Edit to open Knowledge settings
Delete the Knowledge from the Copilot
Only enabled Knowledge is used during Copilot conversations.
3: Editing Knowledge Settings
Clicking Edit opens the configuration page for the selected Knowledge.
Name and Description
This section controls how the Knowledge is named and interpreted by Copilot:
Use knowledge base default name and description
Copilot uses the default name and description from the Knowledge Source
Name and Description fields are read-only
Recommended when:
Consistent naming is required across Copilots
The Knowledge Source already clearly describes its purpose
The knowledge is standard and reusable
Use customized name and description
Allows custom Name and Description for this Copilot
Name and Description fields become editable
Custom values:
Affect only Copilot behavior
Do not modify the Knowledge Source itself
Recommended when:
A Knowledge Source is reused across different Copilots
Copilots serve different roles or business scenarios
Context-specific descriptions improve Copilot accuracy
4. Knowledge Source
Displays the Knowledge Source referenced by this Knowledge
The reference cannot be changed from Copilot
To use a different Knowledge Source, remove the Knowledge and add a new one
Remove Knowledge
If a Knowledge is no longer needed:
Delete it from the Copilot Knowledge list
The Knowledge Source remains unchanged
Only the association with the Copilot is removed
Scope and Limitations
Knowledge applies at the application level
Copilot only uses enabled Knowledge
Knowledge does not bypass permission controls
Copilot does not modify Knowledge Source content
Maintenance and Best Practices
When business rules or information change:
Update the relevant Knowledge Source
Disable outdated Knowledge
Add new Knowledge Sources when needed
After updates, use Test Run to validate Copilot responses.