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Configuring Agents from the Hub

Product AI agents and their knowledge bases are configured through the Hub's Lens section. This is where administrators and managers define the agent's persona, connect it to a data source, and upload the documents that form its knowledge base.

Who can do this?

Only users with Admin or Manager roles can access the Lens section and configure agents.

Accessing the Lens Section​

The Lens section is available in the Hub's left navigation panel.

  1. Sign in to the AIC Hub.
  2. In the left navigation, click Lens to expand the section.
Hub with Lens section in the navigation
  1. The Lens panel opens, showing the available configuration options.
Hub Lens panel

Managing Agents​

Viewing the Agent List​

Click Agents in the Lens panel to see all agents configured for your organization.

Agents list in the Lens section

Creating an Agent​

  1. Click Create Agent.
  2. Fill in the agent configuration form:
Create agent form in the Lens section
FieldDescription
NameThe agent's display name shown to users in Product AI
DescriptionA short summary of what the agent does
PersonaThe agent's behavioral instructions — defines its tone, focus, and response style
API KeyThe connection credential for the agent's data source
  1. Click Save to create the agent.
Persona configuration

The persona field is the most important configuration for an agent. A well-written persona ensures the agent responds consistently and accurately to user queries. Describe the agent's role, the topics it should focus on, and any constraints on its responses.

Managing Knowledge Bases​

A knowledge base is a collection of documents that the agent uses to answer questions. Each agent can be linked to one or more knowledge bases.

Viewing Knowledge Bases​

Click Knowledge Bases in the Lens panel to see all knowledge bases configured for your organization.

Knowledge bases list in the Lens section

Creating a Knowledge Base​

  1. Click Create Knowledge Base.
  2. Fill in the required fields:
Create knowledge base form
FieldDescription
NameA descriptive name for the knowledge base
DescriptionA brief summary of the content it contains
  1. Click Save.

Adding Files to a Knowledge Base​

After creating a knowledge base, upload the documents that the agent will use as its reference material.

  1. Open the knowledge base from the list.
  2. Click Add Files.
  3. Select the files to upload.
Adding files to a knowledge base
Supported file formats

Common supported formats include PDF, TXT, and DOCX. Check the upload dialog for the complete list of accepted formats and maximum file size.

Next Steps​