Create Library for AI Agent

A Library is a curated knowledge source in Bold Agent that helps your AI agent provide accurate, grounded responses using approved content. Bold Agent indexes the library’s sources so the agent can retrieve relevant information at runtime.

This article explains how to create a library, add content sources, and link the library to an agent.

Creating a library

To create a new Library, follow these steps:

1. Sign in to BoldAgent.
2. In the left navigation, select Libraries.
3. Click Create library.
4. In the Create Library dialog, enter the following details:
   • Library name (required): Enter a unique, recognizable name.
   • Description (optional): Provide a brief summary of what the library contains and when it should be used.
   • Access (required): Choose who can view and build the library:
     • Private: Only you can view and manage this library.
     • Teams: Only members of the selected teams can view and build this library.
       • When you select Teams, a Teams field appears. The library will be visible only to the selected teams, and their members can collaborate to build it.
     • Global: All users in your organization can view and build this library.
5. Click Create.

After the library is created, you’ll be taken to the library details page where you can begin adding sources.

Add content to the library

On the library details page, use the Files, Website, and Q&A tabs to add approved content.

Add files

Use this option to upload documents such as PDFs, DOCX files, or other supported formats.

1. Open the Library and select the Files tab.
2. Click Add files.
3. Select files from your computer and upload them.
4. Wait for processing to complete.
   • Larger files may take longer to index.
5. Verify that the uploaded files appear in the list.

Add website content

Use this option to reference content from a public or internal website accessible to your Bold Agent environment.

1. Open the Library and select the Website tab.
2. Click Add Website.
3. Choose how you want to add website content:
   • Site map: Import multiple pages using a sitemap.
   • Web crawl: Crawl pages starting from a URL and follow links.
   • Individual site: Add a single URL.

Option 1: Add using Site map

1. Select Site map.
2. Enter the URL (starting page or sitemap URL).
3. (Optional) Configure filtering:
   • Include only this path: Limit indexing to a specific path.
   • Exclude path: Exclude specific paths.
4. Set Max URLs to limit how many pages are imported.
5. Configure text processing:
   • Chunk size: Maximum characters per chunk.
   • Chunk overlap: Characters shared between chunks to maintain context.
6. Click Load sitemap, then complete the import.

Option 2: Add using Web crawl

1. Select Web crawl.
2. Enter the URL to start crawling from.
3. (Optional) Configure filtering:
   • Include only this path.
   • Exclude path.
4. Set crawl limits:
   • Crawl depth: Number of link levels to follow.
   • Max URLs: Maximum pages to crawl.
5. Configure Chunk size and Chunk overlap.
6. Click Fetch link, then complete the crawl.

Option 3: Add an Individual site

1. Select Individual site.
2. Enter the URL of the page to index.
3. Configure Chunk size and Chunk overlap if needed.
4. Click Add link.

After adding website sources, verify that the captured pages/links are listed under the Website section.

Note: If your organization restricts outbound access, ensure the URL is allow‑listed so BoldAgent can fetch and update content.

Add Q&A entries

Use Q&A entries when you need canonical answers such as policy statements, definitions, or standardized responses.

1. Open the Library and select the Q&A tab.
2. Click Add Q&A.
3. Enter a Question and the approved Answer.
4. Save the entry.
5. Repeat for additional Q&As.

Best practice: Keep answers clear and concise. If required, use exact policy language.

Content Indexing Status

After you add Files, Website content, or Q&A entries, Bold Agent automatically begins indexing the content. The AI agent can only reference items once their indexing status is marked as Completed.

Each item in the library will display one of the following states:

• Not Started - The content has been added but indexing has not yet begun.
• In Progress – The content is currently being indexed. Larger files or extensive website sources may take longer to process.
• Failed – Indexing was not successful. You may need to retry the process or re-upload the content.
• Completed – Indexing is finished and the content is now available for the AI agent to use.

Updating, replacing, or modifying any library content will automatically restart the indexing process for that item.

Maintain your library (recommended)

To ensure accurate agent responses, periodically review and update library content:

• Remove outdated sources (old files, expired pages, duplicate Q&As).
• Re‑upload updated documents when policies or procedures change.
• Re‑sync website sources after major site updates.
• Monitor storage usage in the libraries section.

Link the library to an agent

Creating a library does not automatically assign it to an agent. To use it:

1. Go to Agent Builder and open the agent.
2. Locate the Libraries section.
3. Select the library you created.

Test in the Playground

After linking the library, validate the agent’s behavior in the Playground by asking questions that should be answered using the linked library content. Ensure the agent responds accurately, follows the defined instructions, and remains grounded in approved information. Once the agent behaves as expected, save your changes and publish a new version if required by your workflow.