Knowledge Tool steps
Advanced Knowledge Search
The ‘Advanced Knowledge Search’ Tool allows for searching knowledge tables with a higher degree of accuracy and precision using RAG
Add the ‘Advanced Knowledge Search’ Tool step to your Tool
You can add the’ Advanced Knowledge Search’ Tool step to your Tool by:- Creating a new Tool, then searching for the Advanced Knowledge Search Tool step.
- Click “Expand” to see the full Tool step.
- Enter your search query in the Query field.
- Select the search type:
- Hybrid (recommended): Combines both semantic and keyword match for the most accurate and well-rounded results.
- Vector: Finds results based on meaning (semantic similarity). Great when you want answers even if the exact words don’t match.
- Keyword: Finds results based on exact word match. Useful when looking for specific terms or phrases.
- Select the Number of results to return.
- Select the Knowledge set to use.
- Select the fields to vectorize - choose which columns from your data should be used for retrieval. By default, all fields are included.
- Select your retrieval postprocessing option after generating your answer:
- None: No extra processing. You’ll get the raw retrieved text as-is.
- Basic: Applies light formatting or cleaning to make the results easier to read.
- Summary: Automatically summarizes the retrieved content to make it shorter and more digestible.
- Markdown: Formats the retrieved text in Markdown (e.g., with bold, headings, lists) to improve readability or prep it for markdown-compatible interfaces.
- Entity Extraction: Pulls out key information from the retrieved content, e.g., names, places, dates, etc.
Advanced settings
Post processing options
System prompt
System prompt
The system prompt is the very first message in a conversation that instructs the model on its role or the personality of the AI. Examples can be expert researcher, analyst or tutor.
Temperature
Temperature
The temperature setting controls how “creative” or “random” the model’s responses will be. Lower temperatures make the model more focused and deterministic, while higher temperatures make it more creative and unpredictable.
LLM model
LLM model
The model that will be used to generate the response. By default this model is
command-r-plus.These options are only available if your have selected a post processing option in step 8
Vectoring Config
Embedding Model
Embedding Model
This is the model used to turn your text into a format the AI can understand and search through effectively. By default this model is
embed-english-v3.0.For multilingual support, you can use
embed-multilingual-v3.0Chunk Size
Chunk Size
Chunking size decides how much text is grouped together at once when the system processes your content. It’s measured in tokens, which are like small pieces of words.
Common values are:
[128, 256, 512, 1024]- Larger chunks means more context and easier to understand the bigger picture—great for complex content whilst
- Smaller chunks means less context but more precise results—ideal for pinpointing specific information or short facts.
Chunking Strategy
Chunking Strategy
-
Base: This is the standard chunking method. It simply splits your text into fixed-sized chunks without adding any extra context. It’s fast and works well for straightforward content.
Best for: Clean, well-structured documents where each section makes sense on its own.
-
Window: This strategy adds some overlap between chunks, meaning parts of the text are repeated across neighboring chunks. This helps preserve context between sections.
Best for: Text where ideas span multiple paragraphs—helps avoid losing important connections.
-
Contextual: This method intelligently adjusts how chunks are created based on the structure and meaning of the content. It uses more advanced logic to split text at natural breaks (like headings or sentences).
Best for: Complex or unstructured content where preserving meaning and flow is important.
Reranker Model
Improves your search results by reordering them to show the most relevant information first. This is off by default but enabling it will boost performance in most cases.Use Raw Files
Select this if you want to run retrieval directly on the source file.This only works on PDF and PPTX files
Update Vectors
This option lets you force update the stored representations of your data (called embeddings) using your current settings—like a chunk size, embedding model, or chunking strategy.Use Vision
If you have PDF files in your knowledge set, this option uses OCR (Optical Character Recognition) to re-extract the text from the raw PDF files. After OCR is applied, the system automatically triggers a vector update.To enable Use Vision, Update Vectors must be set to true.
Generate Citations
Turn this on to include direct references from your knowledge set during retrieval.Frequently asked questions (FAQs)
What is the difference between Advanced Knowledge Search and Knowledge Search?
What is the difference between Advanced Knowledge Search and Knowledge Search?
- Knowledge Search is easier to use out of the box, with sensible default options that work well for most use cases.
- Advanced Knowledge Search gives you greater control and fine-tuning capabilities for more precise retrieval — but may be slower in comparison.
- If you’re unsure which to choose, start with Knowledge Search.
What is the difference between Advanced Knowledge Search and Advanced Knowledge Search (2m context)?
What is the difference between Advanced Knowledge Search and Advanced Knowledge Search (2m context)?
Advanced Knowledge Search (2m context) allows you to search your entire knowledge set with just a prompt whilst Advanced Knowledge Search allows you to filter down your search results for a more focused retrieval.
When should I use Advanced Knowledge Search (2m) instead of the regular one?
When should I use Advanced Knowledge Search (2m) instead of the regular one?
Start with Advanced Knowledge Search (2m) for most use cases. It works best when you want quick, high-quality answers across your entire knowledge base without much setup. Switch to Advanced Knowledge Search when you need more control, such as filtering by specific fields or fine-tuning what gets retrieved.
Which one gives better quality results?
Which one gives better quality results?
Advanced knowledge search (2m) often produces richer, more complete answers, especially with large or unstructured content. However, Advanced Knowledge Search can give more precise results when you’re focused on a particular field, keyword, or structured dataset.