Agentforce Platform | Answer Questions with Knowledge
Answers a question from a user based on information from relevant knowledge articles and uploaded files.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions |
| User Permissions Needed | |
|---|---|
| See Common User Access for Standard Agent Actions. | |
Action Details
| API Name | AnswerQuestionsWithKnowledge |
| Reference Action Type | Standard Action |
| Does this action execute one or more prompt templates? | Yes |
| Required Setup | If you haven’t set up and configured Data Cloud, see Data Cloud Features and Learning Path. If you haven’t set up a Data Library, see Setting Up Data Libraries. |
Answer Questions with Knowledge and Prompt Templates
This action calls the InvocableKnowledgeSearch internal-only invocable action, which uses the Answer Questions with Knowledge prompt template to provide an answer based off of a user query. See Answer Questions with Knowledge prompt template.
Considerations
- The action respects permissions and sharing settings. When generating responses, the action only uses knowledge articles the requesting user can access.
- The action can use these custom knowledge field types to generate responses: Text, Text Area, Text Area (Long), Text Area (Rich). Text (Encrypted) and URL fields aren’t supported.
- The action can use these file upload types to generate responses: text, html, and PDF. You can upload up to 4 MB for text or html files, or 100 MB for PDF files.
- When Agentforce is provisioned in a Salesforce org that has Knowledge, it triggers an initial indexing of knowledge articles. Existing Knowledge-based libraries update if there are changes to knowledge articles, such as the addition of new articles.
- The knowledgeSummary is returned by the LLM. It is based on the instructions in the prompt template, the user query, and retrieved relevant data. The LLM uses these inputs to determine the best pieces of information, or chunks, to use for the response.
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