Knowledge and data

A Relay knows only what you connect to it in What it can use, and it reads everything with the access of the person it is working for. Access is checked again on every read, so if that person loses access to a table, the Relay does too.

Connected data

Each starting point has data slots it expects — a Revenue Analyst expects revenue data, for example. Beyond those, add up to 30 Other resources:

The Review & publish step runs an Access check on each one before you publish.

File knowledge

Give a Relay documents to learn from with Add files (upload) or From Library (pick existing files). The first time you add a file, Agent Serve creates an ordinary knowledge base named after the Relay ("[Relay name] files") and indexes the files into it. Each file shows Processing, Ready, or Failed, and More → Knowledge on the Relay lists them.

Because it is a normal knowledge base, it follows the usual knowledge base permissions, limits, and usage. When the Relay answers from a file, it cites where the answer came from.

Tools in conversations

In How it works, you choose what the Relay may do while chatting: Read workspace files and resources, Search knowledge bases, Query tables, and Search the web.