Skip to main content

​
RAG / Knowledge Base

In one line: Let your UnleashX agent find the most relevant snippets from its knowledge base (and pull form records) so its answers are grounded in your own data.

​
1. Overview

RAG (Retrieval-Augmented Generation) lets an agent search a knowledge base by meaning, not just keywords. You ask a question in plain language and it returns the closest-matching pieces of your indexed content, scoped to that agent. Once connected, your agent can run a similarity search over its knowledge base (powered by Qdrant vectors under the hood) and fetch structured form details from your UnleashX datasource. Together these let the agent answer using your real content instead of guessing. Connecting RAG to UnleashX means your agents give accurate, on-brand answers drawn from the documents and data you’ve already loaded — ideal for support, internal lookups, and consistent responses across a team.

​
2. What you’ll need

RAG is native to UnleashX. It searches knowledge and data that already live in your workspace — there’s no third-party account or API key for you to manage.
  • An active UnleashX account.
  • The RAG / knowledge-base feature enabled on your workspace/plan.
  • Content indexed for the agent (the knowledge base it should search).
  • Permission to edit the agent (admin or editor role). Without it, ask a workspace admin to enable the feature.

​
3. Get your credentials

There are no credentials to create. RAG is platform-managed — UnleashX runs the vector store (Qdrant), the embedding model, and the datasource API for you. You never see or handle a key.
Search is automatically scoped to the calling agent: the agent’s ID comes from your signed-in session, so you never pass workspace or company identifiers by hand. If you are a workspace admin, the only platform-side configuration is the vector collection, embedding model, and datasource URL — all preset by UnleashX.

​
4. Connect on UnleashX

1

Open your agent

Go to https://www.tryunleashx.com and open the agent that should search the knowledge base.
2

Open Data Connectors

In the agent, click Data Connectors.
3

Find RAG / Knowledge Base and add it

Locate RAG / Knowledge Base and click Connect / Add. It’s platform-managed — no key to paste, it activates immediately.
4

Confirm it's connected

The RAG tool should now show a Connected badge. The agent will search the knowledge base scoped to itself.

​
Use RAG / Knowledge Base in a Workflow

Once connected, you can add RAG / Knowledge Base to any automation from the Workflows builder. Its triggers and tools appear in the Apps panel, marked with an MCP badge.
1

Add a trigger or action node

Open Workflows → New Workflow. On the canvas, click + Add Trigger (or the + below any node) to add a step.Add a trigger on the workflow canvas
2

Pick RAG / Knowledge Base from the Apps panel

In the Paths panel, open the Apps tab and select RAG / Knowledge Base. Use the search box if you have many connectors.Choose your app from the Apps list
3

Choose a trigger or tool

Pick the trigger or action you want. Configure its fields — required fields are marked with a red asterisk (*).
4

Add or select your account

Under Selected account, choose an already-connected account, or click Add Account to connect one now.
5

Save and test

Fill in the remaining fields and click Save. Use Test to verify the step, then toggle Publish when the workflow is ready.
The steps are the same for every connector. For the full workflow builder guide, see Using MCP in Workflows.

​
5. Available tools

Both tools are read-only — they look up and return existing knowledge and form records. They never create, edit, or delete data.

​
6. Example usage

“What’s our refund policy for annual plans?” → Runs Similarity Search over the agent’s knowledge base and answers from the closest matching passages. “Pull the record where email = jordan@acme.com from the leads form.” → Runs Fetch Form Details against the datasource with that field and value.

​
7. Permissions & data access

UnleashX can:
  • Embed your question and search the agent’s knowledge base for similar content.
  • Return matching entries with relevance scores.
  • Fetch specific form records you request from your datasource.
UnleashX cannot:
  • Search another agent’s knowledge base (results are scoped to the current agent).
  • Modify, add, or delete knowledge-base entries or form data.
  • Access data outside your workspace.
To disconnect: Open the agent → Data Connectors → RAG / Knowledge Base → Disconnect. Access is revoked immediately.

​
8. Troubleshooting

For general connector issues, see /mcp/integrations.

​
9. Frequently asked questions

Where does the knowledge come from? From content indexed for that specific agent in your UnleashX workspace. Search results are always scoped to the calling agent. Is my data sent to a third party? No external account is involved. The vector store and embedding model are run by UnleashX as part of the platform. Can it change my data? No. RAG is read-only — it retrieves and returns; it never writes. How many results do I get? You control it with k_top (default 3). There’s a platform cap on the maximum.

​
10. References