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 : Enter a unique, recognizable name.
   • Description : Provide a brief summary of what the library contains and when it should be used.
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, you can add content using the Files, Website, Q&A, and Knowledge Base tabs. Each source type is indexed and made available to the agent after processing is completed.

Add files

Use the Files tab to upload source documents such as PDF and DOCX files.

1. Open the required Library.
2. Select the Files tab.
3. Click Add files.

4. In the Add Files dialog, click the upload area or drag and drop the supported files.
5. Review the selected files list.
6. In Number of Chunks, specify how the uploaded content should be split during indexing.
7. Click Add.

After the upload is completed, the files will appear in the library and indexing will begin automatically.

Add Website Content

Use the Website tab to add content from online sources. Bold Agent supports three website source types:

• Site map
• Web crawl
• Individual site

1. Open the required Library.
2. Select the Website tab.
3. Click Add website.

Add Content Using Site Map

Use this option to import multiple pages from a sitemap URL.

1. In the Add Website dialog, select Site map.
2. Enter the sitemap URL.
3. (Optional) In Include only this path, enter a path to limit indexing to a specific section.
4. (Optional) In Exclude path, enter a path that should be skipped.
5. In Max URLs, specify the maximum number of URLs to import.
6. In Number of Chunks, specify how the content should be split during indexing.
7. Click Load sitemap.

Add Content Using Web Crawl

Use this option to crawl a website starting from a specific URL.

1. In the Add Website dialog, select Web crawl.
2. Enter the starting URL.
3. (Optional) In Include only this path, enter a path to limit crawling.
4. (Optional) In Exclude path, enter a path to skip during crawling.
5. In Crawl depth, specify how many levels of linked pages should be scanned.
6. In Max URLs, specify the maximum number of pages to crawl.
7. In Number of Chunks, specify how the content should be split during indexing.
8. Click Fetch link.

Add Content Using Individual Site

Use this option to add a single webpage as a library source.

1. In the Add Website dialog, select Individual site.
2. Enter the page URL.
3. In Number of Chunks, specify how the content should be split during indexing.
4. Click Add link.

After the website source is added, it will be listed under the Website tab and indexing will start automatically.

Schedule Resync for Website sources

If your website content changes frequently, you can enable Schedule Resync while adding a website source. This allows Bold Agent to automatically refresh the indexed website content at the specified interval.

1. In the Add Website dialog, turn on Schedule Resync.

2. Configure the required schedule fields based on the selected frequency type.

Frequency Type

The Frequency type field controls how often the website source is re-synced. The available options are:

• Daily – Re-syncs the website source every day based on the configured interval.
• Monthly – Re-syncs the website source on a selected day of the month.
• Yearly – Re-syncs the website source once a year based on the selected month and day.

Daily Schedule

When Daily is selected, configure the following fields:

• Frequency interval – Specifies how often the resync should repeat. For example, a value of 2 with Daily re-syncs the website source once every two days.
• Time zone – Selects the time zone used for the scheduled resync date and time values.
• Fire time – Specifies the time of day when the resync should run in HH:mm:ss format. The actual execution time may be delayed by up to five minutes.
• Starts on – Specifies the local date and time when the resync schedule should begin. If this value is not set, the current date and time are used.
• End on – Specifies the local date and time when the resync schedule should stop. Leave this field empty to continue the resync indefinitely.

Monthly Schedule

When Monthly is selected, the following additional field is available:

• Day Of Month – Day of the month on which the resync should run.

You can also configure Frequency interval, Time zone, Fire time, Starts on, and End on.

Yearly Schedule

When Yearly is selected, the following additional fields are available:

• Day Of Month – Day of the selected month.
• Month Of Year – Month in which the resync should run.

You can also configure Frequency interval, Time zone, Fire time, Starts on, and End on.

After completing the schedule configuration, continue adding the website source using Load sitemap, Fetch link, or Add link based on the selected website type.

Resync Settings for existing Websites

You can configure or update the resync schedule after a website source has been added to the library.

1. Open the required Library.
2. Select the Website tab.
3. Locate the required website source.
4. Click the Actions (⋮) menu.
5. Select Resync, and then click Schedule resync.

6. In the Schedule Resync dialog, configure the required fields
7. Click Update.

After the schedule is configured, the website source will be re-synced automatically based on the defined settings.

You can also manage resync operations using the same menu

• Instant resync to trigger an immediate sync.
• Delete resync schedule to remove an existing schedule.

Add Q&A Entries

Use the Q&A tab to add approved question-and-answer pairs that the agent can use directly in responses.

1. Open the required Library.
2. Select the Q&A tab.
3. Click Add Q&A.

4. Enter the Question.
5. Enter the corresponding Answer.
6. Save the entry.

Repeat the same steps to add more Q&A items as needed.

Add Knowledge Base Articles

Use the Knowledge Base tab to add articles from a connected knowledge base into the library.

1. Open the required Library.
2. Select the Knowledge Base tab.
3. Click Add articles.

4. In the Add Articles dialog, enter the following details:
   • Name – Enter a name for the article source.
   • Brand – Select the required brand.
   • Category – Choose All categories or Specific categories.
   • Article visibility – Select the visibility level of the articles to include.
   • Number of Chunks – Specify how the article content should be split during indexing.
5. Click Add.

After the articles are added, they will appear under the Knowledge Base tab and indexing will begin automatically.

Content Indexing Status

After you add Files, Website content, Q&A entries, or Knowledge Base articles, 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

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.
• 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, link the library from the agent configuration.

1. Go to Agent Builder and open the required agent.
2. In the agent configuration, locate the Libraries section.
3. Click Link library.

4. In the Link Libraries dialog, use the search box to find the required library
5. Click Link next to the library you want to connect.

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.