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The Search Knowledge Base Action in Salesmate Execution Flow allows you to automatically fetch answers from a selected knowledge base using a specific question or input from your flow.

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Topics covered:

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How to Configure Search Knowledge Base Action:

While setting up an Execution Flow, select the Search Knowledge Base action. mceclip0.png Once the action is selected, configure it by providing the following details:
  • Name: Assign a clear and descriptive name to the action. This is required and follows standard name validations.
  • Description: Optionally, provide a short explanation about what this action does.
  • Question: Enter the exact question to search in the knowledge base, or select a variable that contains the user’s input.
  • Knowledge Base: Select the knowledge base(s) from which the agent will search for an answer. If only one knowledge base exists, it will be pre-selected and lockedIf multiple are available, you can select more than oneBy default, knowledge bases enabled for AI Pilot will be selected, and only these can be used for search.
mceclip1.png After configuration, hit Save to apply the changes.This action provides two output ports:Found Results– Used when a relevant answer is found No Results Found– Used when no matching content is found

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Practical Use-Case:

Imagine you have a chat support system embedded on your website. When a user asks a question about your product, instead of manually searching for a relevant document, you can automate the response using the Search KB action.If you already have a Knowledge Base prepared, the Execution Flow can automatically trigger a search based on the user’s query and return the most relevant article. Your Skara can then directly respond with the correct information, saving time and ensuring consistent, accurate replies.