Advanced

The Advanced page contains the technical configuration that controls how the agent retrieves and learns from your knowledge base. Most settings here do not need to change for general use — but tuning them for your specific content and query patterns can noticeably improve answer quality.

Navigate to Resources → Advanced in the left sidebar.


Available Content Types

This section lets you restrict which content types the agent draws from during retrieval. By default, the agent searches across all content types in the knowledge base.

When content types are defined here, the agent only retrieves chunks that match one of the listed types. Leave this list empty to allow all content types.

Use content type filtering when your knowledge base contains a mix of materials (e.g., legal docs, FAQs, product specs) and you want the agent to scope its searches to specific categories.


Training Configuration

SettingDescription
Content Training AI ModelThe AI model used during knowledge base training and embedding generation. Changing this affects how new content is indexed — existing indexed content is not automatically re-indexed.

Search Configuration

These settings directly control how many results the agent considers per query and how strictly it matches against the user's question.

SettingDescription
Reference per-QueryThe number of chunks retrieved and fed to the AI per user query. Higher values give the AI more context but increase response latency and token cost. Default: 4.
Search ToleranceA 1–10 scale controlling how closely chunk content must match the query. Lower values (closer to 1) require a tighter match and may return no results for ambiguous queries; higher values cast a wider net but may include loosely relevant chunks.
Tolerance IncrementWhen no results are found at the current tolerance, the search automatically widens by this step size. For example, a value of 2 means the tolerance increases by 2 on each retry until results are found or the maximum tolerance is reached.

Tuning Guidance

ScenarioRecommended adjustment
Agent often says "I don't know" for questions you expect it to answerIncrease Search Tolerance or Tolerance Increment
Agent returns off-topic answersDecrease Search Tolerance
Agent answers are shallow or missing detailIncrease Reference per-Query
Response times are too slowDecrease Reference per-Query

Reranker Configuration

The reranker adds a second scoring pass after the initial vector search. Vector search is fast but operates on embedding similarity, which can surface chunks that are topically adjacent without being the best answer to the specific question asked. The reranker reads the actual text of each candidate chunk against the query and re-orders them by contextual relevance before the final selection is passed to the AI.

The effect is better answer precision — especially for knowledge bases with many similar-sounding chunks — without needing to lower Search Tolerance or increase Reference per-Query.

How it works

  1. The vector search retrieves a larger candidate pool — controlled by Documents to Rerank
  2. The reranker AI model scores every candidate against the query
  3. The top Reference per-Query chunks (from the Search Configuration section) are selected from that re-ranked pool
  4. Those chunks are sent to the AI to generate the final answer

Documents to Rerank must be greater than Reference per-Query. The reranker needs a wider pool than the final selection — for example, retrieve 10 candidates, rerank them, then pass the best 4 to the AI.

Settings

SettingDescription
Enable RerankerToggle that turns the reranking pass on or off. When disabled, the top chunks from the vector search are used as-is.
Reranker AI ModelThe AI model used to score candidates. Only available when the reranker is enabled. Default: smart.
Documents to RerankHow many candidates the vector search retrieves for the reranker to score. Must be a positive integer greater than Reference per-Query. Placeholder default: 10.

When to enable the reranker

Enable it when:

  • Your knowledge base has many chunks with similar vocabulary (e.g., a large FAQ or policy library)
  • The agent retrieves technically relevant chunks but misses the most directly applicable one
  • Answer quality is inconsistent despite adequate Search Tolerance settings

Leave it disabled when:

  • Your knowledge base is small and well-structured — vector search alone is sufficient
  • Latency is a priority — the reranking pass adds an extra AI model call per query

Saving Changes

Click Save at the bottom right. Changes to Search Configuration take effect immediately for new conversations. Changes to Training Configuration affect only newly indexed content — existing embeddings are not updated.


  • Search Chunks — inspect the chunks the agent retrieves with your current settings
  • Documents — the primary source of content that is trained and searched
  • Websites — web-extracted content subject to the same search settings