Flow.Documentation
Beginner

Your first AI Colleague with a knowledge base

7 steps± 5 minVideoVerified 22 Oct 2026
  1. Step 1 · Open your development environment
  2. Step 2 · Create a knowledge base
  3. Step 3 · Add a document
  4. Step 4 · Create an agent
  5. Step 5 · Say what it does and give it the knowledge base
  6. Step 6 · Save and read it back
  7. Step 7 · Try it

An AI Colleague answers questions with what you know yourselves, not with whatever is somewhere on the internet. You put that knowledge in a knowledge base: texts, manuals, terms. You make a knowledge base with the bike shop's service agreements, an agent that searches it, and you try it before anyone else gets to see it.

Watch the whole guide as a video7 steps in one film
Step 1 / 7

Open your development environment

In the portal, under Environments, click Development, and there Open. Flow opens in a new tab.

  1. Click Development
Open your development environment · Click Development
  1. Click Open ↗
Open your development environment · Click Open ↗
Open your development environment · Flow, with the explorer on the left and the module General.
Step 2 / 7

Create a knowledge base

Click ＋ next to General and choose New knowledge base. Under Settings you give it a name and a short description: the agent reads that description to decide when to search it.

  1. Click Add to General
Create a knowledge base · Click Add to General
  1. Click New knowledge base
Create a knowledge base · Click New knowledge base
  1. Click Settings
Create a knowledge base · Click Settings
  1. In Name, type Service agreements
  2. In Description, type Warranty, services and returns at De Wit Bikes.
Create a knowledge base · In Name, type Service agreements; In Description, type Warranty, services and returns at De Wit Bikes.
  1. Click Save
Create a knowledge base · Click Save
Create a knowledge base · The notice Knowledge base saved.
Step 3 / 7

Add a document

Under Documents, click Add document and paste the text. Flow cuts it into pieces and makes them searchable; dragging in a file (PDF, Word, Excel) works too.

  1. Click Documents
Add a document · Click Documents
  1. Click Add document
Add a document · Click Add document
  1. In Name, type Warranty and servicing
  2. In Text, type the text on warranty and servicing
Add a document · In Name, type Warranty and servicing; In Text, type the text on warranty and servicing
  1. Click Add
Add a document · Click Add
Add a document · The document is in the list.
Step 4 / 7

Create an agent

Click ＋ next to General and choose New agent. In the middle you see the box: what the agent receives, which guard rails apply, what it thinks with and what comes out. On the right you try it. Under Settings you give it a name.

  1. Click Add to General
Create an agent · Click Add to General
  1. Click New agent
Create an agent · Click New agent
  1. Click Settings
Create an agent · Click Settings
  1. In Name, type Bike adviser
Create an agent · In Name, type Bike adviser
Step 5 / 7

Say what it does and give it the knowledge base

Under Brain you choose the AI model, write the goal and the instructions, and click the knowledge base. The agent may only read it, and cites the source with every answer.

  1. In Execution Rules (no AI model) · region LOCAL Echo (test, no model) · region LOCA, choose Scripted AI (test street) · region UNKNOWN
  2. In Goal, type Answer customer questions about warranty, servicing and returns
  3. In Instructions, type Answer customer questions only with what is in the knowledge base, briefly and kindly. If you do not know, say so and refer to the workshop. Never promise a discount.
Say what it does and give it the knowledge base · In Execution Rules (no AI model) · region LOCAL Echo (test, no model) · region LOCA, choose Scripted AI (test street) · region UNKNOWN; In Goal, type Answer customer questions about warranty, servicing and returns; In Instructions, type Answer customer questions only with what is in the knowledge base, briefly and kindly. If you do not know, say so and refer to the workshop. Never promise a discount.
  1. Click the knowledge base
Say what it does and give it the knowledge base · Click the knowledge base
Step 6 / 7

Save and read it back

After Save, the top says in plain language what this agent may do and does. Read it through: is this what you meant?

  1. Click Save
Save and read it back · Click Save
Save and read it back · ‘Searches 1 knowledge base and cites the sources.’
Step 7 / 7

Try it

On the right under Try, give a question and click ▶ Try. You see the answer, what it cost, and under What happened every step: the guard rails, the model, and the search in your knowledge base.

  1. Click Try
Try it · Click Try
  1. In the question, type {"question": "How long is the warranty on the frame?"}
Try it · In the question, type {"question": "How long is the warranty on the frame?"}
  1. Click ▶ Try
Try it · Click ▶ Try
Try it · The agent's answer.
Try it · In the timeline: the search in the knowledge base.

This guide was carried out step by step on 22 Oct 2026 by an automated test on Flow (version 3e563176).