Migrating Your Agent to Knowledge Sources
Your agent is using the legacy Knowledge Base, which is now deprecated. This guide walks you through switching it to the new Knowledge Sources.
The legacy Knowledge Base (KB) will keep working — nothing breaks until you migrate. All new features (usage analytics, unanswered questions tracking, shared source library) are only available in Knowledge Sources.
Step 1: Detach the legacy Knowledge Base
Open the agent in Advanced mode and remove all KB bindings. Once detached, the Knowledge Sources tab on this page will unlock.
Step 2: Update the workflow tools
The legacy KB relied on a set of tools that are now replaced by two new ones. You need to swap them in your workflow configuration.
Remove whichever of these are present in your workflow:
| Tool to remove | Role in the old setup |
|---|---|
SingleSearchFAQ | Single-button FAQ search |
SearchFAQ | Legacy search, returned a list of chunks |
SearchInKnowledgeBase | Alternative vector search |
ProfessionalAnswer | Trigger that handed off to a dedicated KB state |
If your workflow has a dedicated KB state (KB, KBP, KBFullSourceKBSearch, or similar) — delete the entire state, including its internal tools:
FilterFAQ, AnswerFAQ, NoInfoFAQ, SearchChunks, SelectChunks, ProvideContext, NoKBAnswer.
Then add these two tools to your main agent state:
| Tool to add | What it does |
|---|---|
TriggerKBSearch | Unified search across all connected Knowledge Sources. Replaces everything removed above |
ReportUnansweredQuestion | Logs questions the agent couldn't answer — they appear in the Unanswered tab and can become new Q&A pairs in one click |
The internal Knowledge Sources search tools (
SearchKnowledgeBase,SelectRelevantChunks,NoRelevantContext) activate automatically — you don't need to add them manually.
See the Tools Reference for full tool descriptions.
Step 3: Add and connect Knowledge Sources
After you detach the legacy KB, the Knowledge Sources tab becomes available on this page. To add and connect sources directly from the agent page, turn off Advanced Mode in the top-right corner, or manage the shared source library from the Knowledge Sources page.
For a full walkthrough of source types, connection modes, and Q&A collections, see Knowledge Sources.
Need help?
If you have many agents to migrate or want to plan the rollout — reach out and we'll help.