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What are Resources?

Resources are documents that your AI agent can access and reference during conversations - like a knowledge library.

Think of it as:

Reference materials your agent can look up - product catalogs, policies, FAQs, guides

Why Resources Matter

Accurate Information

Agent provides facts, not guesses

Consistent Answers

Same info every time

Easy Updates

Update knowledge without changing code

Scalable Knowledge

Add unlimited reference materials

What to Put in Resources

Product Information

Company Policies

FAQs

Troubleshooting Guides

How Agents Use Resources

Automatically during conversations:
The agent decides when to search resources based on:
  • Question keywords
  • Context of conversation
  • Relevance to query
  • Semantic similarity

Creating Resources

1

Open Resources Command

2

Create New Resource

3

Write Content

Opens your editor. Write your content:
4

Test with Agent

Ask agent about products, verify it uses the resource

Resource Best Practices

1. Keep Resources Focused

2. Use Clear Structure

3. Include Timestamps

4. Update Regularly

  • Time-sensitive promotions
  • Seasonal information
  • Limited-time offers
  • Product availability
  • Pricing updates
  • Policy changes
  • Complete review
  • Archive old resources
  • Reorganize if needed

Resources + Persona

Resources work best when referenced in your persona:

Common Use Cases

Resources:
  • Product Catalog
  • Size Guide
  • Return Policy
  • Shipping Options
  • Gift Services
Agent can answer:
  • “Do you have this in size medium?”
  • “What’s your return policy?”
  • “How long does shipping take?”

Managing Resources

Create

Add new knowledge documents

Update

Keep information current

Test

Verify agent uses resources

Monitor

Track what users ask about

Quick Tips

Begin with 3-5 core resources:
  • Company overview
  • Main products/services
  • Top FAQ
  • Contact information
  • Key policy
Add more as needed

Resources vs Tools vs Skills

How they work together:
  • Resources provide knowledge
  • Tools take actions
  • Skills organize tools
  • Persona defines personality
Example:

Next Steps

Manage Resources

Complete guide to resources command

Learn About Persona

How persona uses resources

Learn About Skills

How skills organize tools

See Complete Examples

11 demos using resources