Notes, Knowledge Base, and Agent
Notes, knowledge bases and Agents each do one part of the job: Notes is where you write and maintain content, a knowledge base makes that content searchable, and an Agent uses it to answer questions or produce deliverables. Connecting them lets your own writing become the source the Agent works from.
Which One to Use
| You want to | Use |
|---|---|
| Draft, edit, and keep Markdown content | Notes |
| Let questions find the right passages in many documents | Knowledge Base |
| Run multi-step work on that content, such as research or writing a report | Agent |
| Use a single note in one conversation | Reference Note in the chat input, without a knowledge base |
From Notes to an Agent
1. Write and Organize in Notes
Keep one topic per note and use clear headings, so passages make sense on their own when they are retrieved later.
2. Send the Notes to a Knowledge Base
Right-click a note in the Notes list and choose Export notes to knowledge base, then pick the target knowledge base. You can also add notes from the knowledge base with Add Data Source → Note.
3. Check Retrieval
When the note shows Ready in the knowledge base, open Recall Test and ask a few real questions to confirm the right passages come back.
4. Link the Knowledge Base to an Agent
In Edit Agent → Knowledge, click Add knowledge base and select it. Make sure Knowledge Search is on in Built-in tools. See Using with Agent.
5. Bring Results Back to Notes
When the Agent produces something worth keeping, save it as a note and keep editing it there. If it becomes long-term reference material, send it to the knowledge base again.
Are changes to notes added to the knowledge base synced immediately?
No. First, check the data status in the knowledge base. If the content has changed but the retrieval results have not updated, reprocess the corresponding materials and run a recall test again.
Should every note go into a knowledge base?
No. Add finished, long-term reference material. Drafts and temporary notes are better left in Notes, where they don't compete with confirmed content in search results.