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:- 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
Resource Best Practices
1. Keep Resources Focused
2. Use Clear Structure
3. Include Timestamps
4. Update Regularly
Weekly
Weekly
- Time-sensitive promotions
- Seasonal information
- Limited-time offers
Monthly
Monthly
- Product availability
- Pricing updates
- Policy changes
Quarterly
Quarterly
- Complete review
- Archive old resources
- Reorganize if needed
Resources + Persona
Resources work best when referenced in your persona:Common Use Cases
- E-commerce
- Support
- Booking
Resources:
- Product Catalog
- Size Guide
- Return Policy
- Shipping Options
- Gift Services
- “Do you have this in size medium?”
- “What’s your return policy?”
- “How long does shipping take?”
Managing Resources
Create
Update
Keep information current
Test
Monitor
Track what users ask about
Quick Tips
Start Small
Start Small
Begin with 3-5 core resources:
- Company overview
- Main products/services
- Top FAQ
- Contact information
- Key policy
Use Clear Names
Use Clear Names
Test After Adding
Test After Adding
Resources vs Tools vs Skills
| Concept | Purpose | Example |
|---|---|---|
| Tool | Execute action | search_products - Searches catalog |
| Skill | Group of tools | E-commerce - Search, cart, checkout |
| Resource | Reference info | Product Catalog - What products exist |
- Resources provide knowledge
- Tools take actions
- Skills organize tools
- Persona defines personality

