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The knowledge base holds the business background Lovrabet Agents rely on. It stores enterprise-wide rules and individual know-how in separate layers, so the Agent works from one set of confirmed field definitions, calculation rules, and SOPs whether it is querying system data, analyzing root causes, or executing tasks.

Who this is for

RoleWhat they care about
App administratorsMaintain shared enterprise knowledge so the team and the Agent use one business vocabulary.
Business ownersCapture approval rules, calculation rules, handling SOPs, and common cases.
Business usersSave personal notes, scope of responsibility, and output preferences as personal knowledge for later conversations.
Implementation and delivery staffTurn customer business material into knowledge the Agent can search and cite.

What the knowledge base is

A knowledge base stores the background needed to interpret business data and business actions. It doesn't replace the database, and it doesn't replace pages.

ContentWhere it livesHow the Agent uses it
Business data such as customers, orders, contracts, and approval recordsDatabases and datasetsQueries real records per permissions
Field definitions, calculation rules, handling SOPs, case templatesKnowledge baseBusiness context for answering and handling tasks
Frequently visited lists, forms, and reportsPagesHost fixed business operations and display results

How databases/datasets, the knowledge base, the Agent, and pages work together in a business system


Enterprise knowledge and personal knowledge

The knowledge base has two layers: enterprise knowledge keeps the team aligned; personal knowledge is for individual additions. Both live within the current app, but they differ in visibility and maintenance.

LayerMaintained byBest forWho can use it
Enterprise knowledgeApp administrators, business owners, implementation and delivery staffTeam-wide field definitions, calculation rules, business SOPs, product notes, standard templatesUsers with permission in the current app, and Agents
Personal knowledgeThe user, or an Agent writing with the user's confirmationPersonal scope of responsibility, favorite query conditions, output preferences, temporary but reusable experienceThe user and the Agents serving that user

How the two layers work together

  1. Put anything the whole team must agree on into enterprise knowledge first.
  2. Then put personal scope and preferences into personal knowledge.
  3. When answering a question, the Agent first understands the current app and user, then searches the knowledge visible to them.
  4. If personal and enterprise knowledge conflict, fix the enterprise knowledge first so team results stay consistent.

WARNING

Enterprise knowledge is not a dumping ground for everything. Only confirmed content that the team will reuse and that affects the Agent's judgment belongs there.

Enterprise vs. personal knowledge and how they shape what the current user's Agent can see and answer


What belongs in it

Content typeExamplesRecommended layer
Field definitionsBusiness meaning of customer tier, order status, approval status, follow-up stageEnterprise
Calculation rulesWhat counts toward deal revenue, active-customer criteria, how overdue days are computedEnterprise
Business SOPsException-order handling, refund approval rules, customer follow-up guidelinesEnterprise
Team backgroundRegion mapping, product line notes, ownership split, how known issues are handledEnterprise
Personal scope"I own the East China region", "I focus on renewal customers", "I usually look at the last 30 days"Personal
Personal output preferencesDaily reports sorted by risk, conclusions before details, amounts shown in 10k unitsPersonal

What doesn't belong

  • AccessKeys, cookies, account passwords, secrets.
  • Customer PII, sensitive contract terms, internal material not cleared for sharing.
  • Throwaway debug logs, one-off errors, unconfirmed guesses.
  • Business detail data that needs real-time updates — that belongs in databases and datasets.

Using it inside an app

Entry pointWhat you doTypical result
App managementMaintain enterprise knowledge in the AI Asset CenterTeam rules, field definitions, and SOPs are managed in one place
Agent conversationsHave the Agent query data, analyze causes, and handle tasks with the knowledge baseAnswers draw on the captured business background
Agent-saved knowledgeSave confirmed information from a conversation as personal knowledgeThat personal experience carries into later conversations
CLI / external AgentsMaintain personal knowledge and search visible knowledge from external Agents, scripts, or automationExternal tools and Lovrabet apps share one set of knowledge

The enterprise knowledge base in a Lovrabet app with CRM terminology


How it differs from Skills and Rules

Knowledge, Skills, and Rules all shape the Agent, but each solves a different problem.

AssetWhat it doesQuick rule of thumb
KnowledgeSupplies facts, rules, field definitions, SOPs, and case backgroundIf the Agent needs to "know" something, put it in the knowledge base.
SkillDefines how a class of tasks runs — steps, tool permissionsIf the Agent needs to "do" something, put it in a Skill.
RulesConstrain the Agent's boundaries, tone, safety requirements, and fixed behaviorsWhat the Agent "must or must not" do goes in Rules.

Combining them

NeedKnowledge requiredLikely companion Skills / Rules
Analyze this week's high-risk ordersHigh-risk definition, order status meanings, exception-handling rulesOrder-analysis Skill; Rules for masking sensitive data
Suggest customer follow-upsCustomer-tier definitions, follow-up cadence, ownership splitFollow-up Skill; Rules forbidding automatic write-back
Draft a refund approval noteRefund approval rules, standard note templates, edge-case guidanceApproval-note Skill; Rules requiring amount-threshold confirmation

How knowledge reaches an Agent's answer

  1. The user asks a question or gives a task in the Agent.
  2. The Agent searches the knowledge visible to it, based on the current app, the current user, and the question.
  3. The system returns relevant knowledge snippets, covering both enterprise and personal knowledge.
  4. The Agent combines database query results, page context, tool outputs, and the knowledge to generate the answer.
  5. If the user confirms a new rule is reusable, it can be saved as personal knowledge, or an administrator can shape it into enterprise knowledge.

WARNING

Knowledge must finish indexing after it is written before search can reliably find it. A successful save means the content is stored — not that the Agent can retrieve it yet.

Lovrabet AI answering "What happens if the review comments are missing?"


Typical scenarios

User questionKnowledge providesAgent output
Which orders are high-risk this week?High-risk order criteria, order status meaningsFilters orders by the rules and explains why each one matched
How do we handle overdue customer follow-ups?Overdue definition, ownership split, handling SOPsLists the overdue items and suggests next steps
Draft a refund approval note for me.Refund approval rules, notice templates, edge-case guidanceProduces an approval note that matches the team's wording
Make my daily report the way I like it.Personal output preferences, scope, favorite filtersOrganizes conclusions, risks, and details to personal preference

When to add or update knowledge

SignalWhat to do
The same business background gets re-explained across many conversationsCapture it as enterprise or personal knowledge.
The Agent's grasp of fields, statuses, or rules is unstableAdd field definitions and decision rules.
The team has a fixed SOP, but the Agent doesn't follow itWrite the SOP into enterprise knowledge and state its scope.
A rule has changedUpdate the original entry instead of adding a conflicting one.
It's purely personal preference or personal scopeSave it as personal knowledge, out of enterprise knowledge.

Writing knowledge well

  • Give the title a clear topic, e.g. "High-risk order criteria".
  • State the applicable scope first, then the rules.
  • Write rules as short sentences or lists — don't just paste long chat logs.
  • Spell out exceptions separately.
  • Update or retire stale rules promptly so old and new knowledge doesn't conflict.

FAQ

Does the knowledge base replace the database?

No. Databases store business records; the knowledge base stores the background needed to interpret them. When the Agent queries real data, it still goes through datasets, SQL, BFFs, or other runtime capabilities.

Does the knowledge base replace Skills?

No. Knowledge tells the Agent what things mean in the business; a Skill tells it how to run a task. Complex business tasks usually need both.

What if enterprise and personal knowledge conflict?

Fix the enterprise knowledge first. Personal knowledge is for supplementing individual work habits — not for overriding team-wide rules.

Can others see my personal knowledge?

No. Personal knowledge is for the current user alone. Anything the team shares should be organized into enterprise knowledge by an administrator.

Why didn't the Agent use knowledge I just saved?

Usually one of three reasons: the knowledge hasn't finished indexing; the question doesn't match how the knowledge is worded; or the entry is too vague, with no clear scope or keywords.

基于飞书知识库同步生成,内容以飞书源文档为准