Retrieval

Open in CMS

The Retrieval screen (titled Agent Retrieval in the CMS) controls how the agent looks things up in its knowledge base: whether it grounds answers in your content, which content it may use, and how search and reranking behave. Found in the agent sidebar under Knowledge → Retrieval.

Reference

Enable ReferenceLets the agent answer using your documents, videos and websites.
Restrict AnswerWhen on, the agent answers only from your knowledge base. When off, it may also use information from outside it. The helper text under the switch describes the current state ("Allow the agent to respond using information from outside the knowledge base" means it is off). Available only while Enable Reference is on; turning Enable Reference off also turns it off.

Content Scope

Content Types ConfigurationThe content types the agent may use, for example FAQ, Policy or Documentation. When you add types, the agent only uses content of those types. Leave the list empty to allow all types.
Add New Content TypeAdds an entry to the list. Each entry has a delete button.
Reference per-QueryHow many references are used as sources for each user question (required while Enable Reference is on). A new agent starts at 3; the 4 shown in an empty field is only a placeholder.
Search ToleranceA slider from 1 to 10 that sets how closely the content must match the question. A lower level gives more accurate results but may find no answer at all.
Tolerance IncrementA slider from 1 to 3. The tolerance is raised step by step, by this amount, up to the Search Tolerance level.

Reranker

Enable RerankerUses an AI model to reorder the retrieved results by relevance to the question.
Reranker AI ModelThe model that reranks the results (required when the reranker is on).
Documents to RerankHow many top results are reranked (required when the reranker is on). Must be greater than Reference per-Query.

Training

Content Training AI ModelThe model used for knowledge base training and embedding generation.

Saving

SaveSaves all retrieval settings after you confirm.

Related guide: Retrieval