Agent Builder Knowledge Screen Guide

The Knowledge screen is where you teach your agents what is true on this site — facts, policies, FAQs, and other shared source material. The free Knowledge Wiki stores that as local markdown (Google’s Open Knowledge Format) on your server. Per-agent tone and greetings live here too, on Instructions; optional notes that persist between chats live on Memory.

Basic mode is a short landing that opens the guided Add Knowledge flow. The wiki editor, Instructions, Memory, and Vector Store tabs live in Advanced mode on this same page.

Overview

Open Agent Builder → Knowledge in wp-admin.

Basic mode shows:

The Knowledge heading
A Basic / Advanced toggle (this page only; it is independent of the site-wide switch in the admin header)
A card: What do you want your agents to know? with Add knowledge

Advanced mode shows a hero (Teach your agents what is true), an OKF v0.2 pill, a Docs → link, the same Basic / Advanced toggle, and four sections:

Wiki — the site’s shared knowledge library
Instructions — how one agent talks
Memory — short notes an agent keeps between chats
Vector Store · Pro — hosted semantic search (upgrade surface on this WordPress.org build)

The wiki is on your site. Hosted vector features require Agent Builder Pro; curated markdown knowledge is not locked behind a paywall.

Knowledge sections

Basic mode

The card explains that you can paste text, upload a file, or pick pages that already exist on this site. Add knowledge opens the Add Knowledge wizard (a separate guided page — see below). There is no wiki editor, no section list, and no Instructions / Memory / Vector Store in Basic mode.

Switch Advanced (the page reloads) to manage the wiki yourself.

Advanced mode — hero

Eyebrow: Knowledge
Heading: Teach your agents what is true
Lede: the free wiki uses Google’s Open Knowledge Format (OKF) — plain markdown concepts you can version, search, and maintain like a document library, entirely on your server
OKF v0.2
Docs → — opens the public Knowledge Wiki / OKF docs in a new tab

Wiki

Left nav: Wiki, Instructions, Memory, Vector Store · Pro. Hover a section for a one-line explanation:

Section	What it’s for
Wiki	Facts, policies, and FAQs every agent can look up — the site’s shared source of truth.
Instructions	How one specific agent talks: its tone, greeting, and persona. Not shared facts — that’s the Wiki.
Memory	Short notes an agent keeps between chats, e.g. things a user told it. Optional and site-owned.
Vector Store	Hosted semantic search over large documents (PDFs, long pages) for faster, more precise recall.

Toolbar

Wiki scope dropdown — Site-wide wiki, plus Agent: {name} for each installed agent
Search concepts… — filters the list by title, ID, summary, or type
Guided setup — opens the Add Knowledge wizard
Export — downloads a markdown bundle of the current wiki (okf-{scope}-{date}.md). Status: Export downloaded.
Import persona text — copies that agent’s bundled persona knowledge file into its agent wiki. Select an agent wiki first (not Site-wide); otherwise: Select an agent wiki first, then import that agent’s persona knowledge text. Success: Imported into the agent knowledge wiki.
New concept — opens a blank editor

Concept list

The list shows a {n} concepts count. Each row: type (and Example / Always on when those flags are set), title, and summary.

Empty: No concepts yet. Create a FAQ, policy, or product fact to get started.
No search matches: No concepts match your search. Try a different keyword or clear the search.

A first-time Advanced visit seeds demo example concepts (brand voice, hours, SEO notes, and similar). They stay marked Example until you uncheck that flag.

With nothing selected, the right pane is Your knowledge wiki / Add facts, policies, and FAQs your agents can use. The Add knowledge button here opens a blank concept in the editor — it does not open the wizard. Guided setup in the toolbar is the wizard.

Concept editor

Click a row (or New concept) to edit:

Title (required; placeholder Returns policy) — leaving it empty and saving shows Title is required.
ID — short name (e.g. returns-policy). Filled from the title on new concepts if you leave it blank; it becomes read-only after the first save
Type — FAQ (default), Policy, Playbook, Brand voice, Product, Service, Pricing, Shipping, Returns, Hours & location, Contact, Team, Page brief, Post outline, SEO notes, Schema notes, Menu & navigation, Form, WooCommerce, Membership, Support reply, Escalation, Onboarding, Runbook, Incident, Security, Plugin notes, Theme notes, Integrations, API, Metric, Glossary, Reference, or Custom… (then type your own)
Keywords — optional, comma-separated (not WordPress post tags)
Status — Draft, Stable (default), Deprecated
Review by — optional date; after it, the concept is marked as needing a refresh
Example — Demo only — agents cannot use this until you uncheck Example and adapt it for your site. Opening an example shows Demo example — agents cannot use this until you uncheck Example.
Always include in prompts — inject this concept into every agent’s system prompt (best for site overview, tone, standing policies; keep short). Ignored while Example is checked
Summary — one sentence for the list and search
Content — what agents should know; write plainly, Markdown is optional
Related link (optional) — a page or doc this is about; the content above is still the main knowledge

Save concept writes the file (status Saved.). Delete confirms Delete this concept? This cannot be undone. then Deleted.

Instructions

How one agent talks — not shared facts (those belong in the Wiki).

Select agent
Welcome message — first bubble in Agent Chat
Persona notes — appended to the system prompt; they do not replace it
Response style — a free-text note (not a preset dropdown)
Save changes — success: Settings saved.

Empty: No agents installed.

Memory

Optional, site-owned notes agents can keep across conversations.

Default memory TTL (days) — how long a note lasts; 0 = never expires (default is 30)
Enable local browser memory — off by default
Save changes

Turn this off if you prefer agents not to retain short notes across chats.

Vector Store · Pro

On this WordPress.org build the Vector tab is an upgrade card only (the hosted admin UI ships in Agent Builder Pro):

Vector Store & RAG — train on large document sets and whole-site content with hosted embeddings
Scan posts & pages into a private vector namespace
Upload PDF / TXT / MD with automatic chunking
Automatic retrieval into agent context (with citations)
WP-CLI: wp agent rag status|train|upload|search

The free wiki stays fully available without Pro. See Pro plans and How Vector Store works open agentic-plugin.com.

Add Knowledge wizard (from Add knowledge or Guided setup)

Separate page titled Add Knowledge. Heading copy: teach your agents a fact, policy, or FAQ in a few quick steps; you can add more or fine-tune it later from the Knowledge page.

Two steps:

1. Source — Where is this knowledge coming from?

Paste text — Paste the text (a fact, policy, FAQ answer)
Upload a file — plain text or Markdown (.txt or .md). Other types: Please choose a plain text or Markdown file (.txt or .md).
Pick existing pages — Search your pages and posts (leave blank for recent published posts/pages). Select one or more, then Continue

2. Title & tags

Title (required) — e.g. “Return policy” or “Support hours”
Tags (optional) — comma-separated

Save knowledge writes a site-wide wiki concept (same format as the editor). Success: “{title}” is saved! with Add another, View Knowledge Wiki, or Back to Dashboard.

Wizard concepts are not marked Example. Long pasted or page content is truncated to keep a single concept a usable size.

Common tasks

Adding a fact or policy (Basic)

Open Knowledge
Click Add knowledge
Choose Paste text, Upload a file, or Pick existing pages
Click Continue, give it a Title, and Save knowledge
Use View Knowledge Wiki if you want to fine-tune it (switch this screen to Advanced if you land back on the Basic card)

Creating or editing a wiki concept (Advanced)

Open Knowledge and set the toggle to Advanced
Stay on Wiki
Pick Site-wide wiki or an agent wiki
Click New concept (or a row to edit)
Fill Title and Content; set Type, Keywords, and Always include in prompts if you need them
Uncheck Example on any seeded demo you actually want agents to use
Save concept

Changing how one agent greets people

Open Knowledge in Advanced
Open Instructions
Select agent
Edit Welcome message, Persona notes, and Response style
Save changes

The welcome is what Agent Chat shows first. Site-wide facts still belong in the Wiki.

Exporting the wiki

Open Wiki in Advanced
Choose the scope (site-wide or one agent)
Click Export
A markdown file downloads

Turning off notes between chats

Open Memory in Advanced
Clear Enable local browser memory if you don’t want browser-side notes
Set Default memory TTL (days) if server-side notes should expire
Save changes

FAQ

Where did the wiki editor go?

It’s in Advanced mode. Click Advanced next to the Basic / Advanced pair on this page (not the site-wide switch in the header). Basic mode only offers Add knowledge.

What’s the difference between Wiki, Instructions, and Memory?

Wiki is shared facts every agent can look up. Instructions is one agent’s greeting and persona. Memory is optional notes kept between chats. Hover each section in the left nav for the one-line version.

Why can’t agents use the sample returns policy?

Seeded demos are marked Example. Uncheck Example, adapt the content for your site, and Save concept. Until then they are demo-only.

Add knowledge in the empty wiki didn’t open the wizard.

In Advanced, the empty-state Add knowledge button starts a blank concept in the editor. The wizard is Guided setup in the toolbar (or Add knowledge from Basic mode).

Import persona text does nothing.

Switch the Wiki dropdown from Site-wide wiki to Agent: {name} first. The command reads that agent’s bundled persona knowledge file; there isn’t one for the site-wide wiki.

Do I need Pro to use Knowledge?

No. The wiki, Instructions, and Memory are included. Vector Store · Pro is hosted embeddings and RAG over large document sets — an upgrade card on this build. Curated markdown knowledge is not paywalled.

What’s the difference between this page’s Basic / Advanced and the site-wide switch?

This page’s toggle changes only Knowledge (landing vs wiki) and is remembered per user. The site-wide switch in the admin header is the default for every Agent Builder screen.

Who can open this page?

Administrators, and anyone granted permission to manage plugin settings. Everyone else gets “You do not have permission to access this page.”