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April 8, 2026

Reference Knowledge in Playbooks

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.


April 8, 2026

MCP Server: Testing at Scale tools and CSV export

Three new read-only tools are now available on the MCP Server for retrieving and exporting Testing at Scale data through a connected AI assistant.

New tools

  • get_test_cases — Retrieve test cases for an AI Agent, with optional filtering by name and grouping by channel.
  • get_test_runs — Retrieve test run results, including pass/fail status, evaluation criteria, rationale, and historical runs with pagination.
  • get_test_run_quota — Check daily test run quota usage and remaining capacity.

Limitations

  • These tools are read-only. Creating, editing, or executing test cases and test runs through MCP is not yet supported.

Learn more in the MCP Server documentation and Testing at Scale documentation.