Playbooks can now search and reference Knowledge sources directly, without requiring AI Managers to copy article content into the Playbook manually.
New feature
Two methods are available:
- Direct Knowledge reference: Use
@ArticleName in the Playbook editor to reference a specific article. Multiple articles can be referenced in a single step using comma separation.
- General Knowledge search: Include a natural-language instruction telling the Agent to search the Knowledge base at runtime. The Agent generates a search query based on the end user’s input and the instruction, then applies the returned content.
Both methods can be used together in the same Playbook.
The conversation view shows which articles were used—direct references display a Used article label, and general searches display a Referenced label with the articles retrieved.
For guidance on authoring Knowledge references, see Playbook management.