--- title: "Configure the CivicPlus Agent Knowledge Base" slug: "configure-the-civicplus-agent-knowledge-base-1" description: "Learn how to customize the sources of knowledge for the CivicPlus Agent." updated: 2026-09-21T20:53:12Z published: 2026-09-21T20:53:12Z canonical: "www.civicplus.help/configure-the-civicplus-agent-knowledge-base-1" --- > ## Documentation Index > Fetch the complete documentation index at: https://www.civicplus.help/llms.txt > Use this file to discover all available pages before exploring further. # Configure the CivicPlus Agent Knowledge Base All agents within a given organization share a “brain.” As such, knowledge contained within the Knowledge Base is accessible by all agents. The following is an evolving list of CivicPlus applications that the agent may access as **sources of knowledge**. An [application must exist in the given organization](/civicplus-help-center/docs/applications-overview#applications-listing) to be surfaced as a reference: | Application | Definition | | --- | --- | | **Web Central** | This application’s content is actively connected and searched by default when an agent is live. It can be disconnected by an [Organization Owner](/civicplus-help-center/docs/organization-owners). | | **Online Code Hosting** | This application’s content is actively connected and searched by default when an agent is live. It can be disconnected by an Organization Owner. | | **Web Evolve** | An organization may have Web Evolve applications. As such, an Admin must decide to connect a given instance in order to create a back-end relationship between the Organization and the ApplicationID. An Organization Owner can connect or disconnect it. | | **HCMS** | An organization may have Web Evolve applications. As such, an admin must decide to connect a given instance in order to create a back-end relationship between the Organization and the ApplicationID. An Organization Owner can connect or disconnect it. | | **Agenda and Meeting Management Select** | An Agenda and Meeting Management Select application and either a CivicPus Web Central or Web Evolve application are required to enable the agent to respond using connected Select content as a source. | | **SeeClickFix 311 CRM** | A SeeClickFix 311 CRM application and either a CivicPus Web Central or Web Evolve application are required to enable the agent to submit issues to SCF. If multiple applications exist in a single organization, work with CivicPlus to identify the appropriate application for the agent to interact with. | > [!NOTE] > Important Note > > All content uploaded to the agent Knowledge Base is available to non-logged in users. Never upload sensitive or privileged information, or any personally identifiable information. > [!TIP] > Who can use this feature? > > [Organization Owners](/civicplus-help-center/docs/organization-owners) ## Instructions 1. [Sign in to the Staff Center](https://staffcenter.civicplus.com/) 2. Expand **AI Agents** in the navigation menu and select **Knowledge Base** ![Sidebar menu displaying options for AI Agents and Knowledge Base settings.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/AI%20Agents,%20Knowledge%20Base%20-%20CPA.png?sv=2026-02-06&spr=https&st=2026-10-31T20%3A43%3A04Z&se=2026-10-31T21%3A43%3A04Z&sr=c&sp=r&sig=Ex%2FjSn8cJNQtj97XKQP9kKWoV2oEExE8yb8xU9vtky4%3D) 3. Review the **CivicPlus Application References** and toggle on/off applications as needed. ![CivicPlus application references with connection status for various services listed below.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Application%20References%20-%20CPA.png?sv=2026-02-06&spr=https&st=2026-10-31T20%3A43%3A04Z&se=2026-10-31T21%3A43%3A04Z&sr=c&sp=r&sig=Ex%2FjSn8cJNQtj97XKQP9kKWoV2oEExE8yb8xU9vtky4%3D) 4. Sometimes an external file is necessary to fill gaps in application content. Files must be added under **File References** to be consumed as conversational context by agents. ![Interface for adding files to Resident Assistant with no files currently uploaded.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Add%20File%20References%20-%20CPA.png?sv=2026-02-06&spr=https&st=2026-10-31T20%3A43%3A04Z&se=2026-10-31T21%3A43%3A04Z&sr=c&sp=r&sig=Ex%2FjSn8cJNQtj97XKQP9kKWoV2oEExE8yb8xU9vtky4%3D) > [!WARNING] > Notes: > > - Supported file types include PDF, DOCX, CSV, TXT. > - To remove a file reference as a knowledge source, simply delete the file. > - It will take 3 to 5 minutes from saving before your agent can reference a document. 5. You can also add **Website References** to external websites for your agent to reference ![The Add Website Reference button on the Knowledge Base page.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Add%20Website%20References%20-%20CPA.png?sv=2026-02-06&spr=https&st=2026-10-31T20%3A43%3A04Z&se=2026-10-31T21%3A43%3A04Z&sr=c&sp=r&sig=Ex%2FjSn8cJNQtj97XKQP9kKWoV2oEExE8yb8xU9vtky4%3D) > [!WARNING] > Note: > > Domains should **not** include protocol (http://, https://) or a trailing slash. Administrator. A person who manages a computer network or system. SeeClickFix 311 CRM. Portable Document Format. Document File XML (Extensible Markup Language). Comma-separated Value. Text File Document.