Large language models are incredibly knowledgeable, but they can't know everything - particularly your internal processes, recent regulatory changes, or agency-specific information. Knowledge Stores let you give your agents access to your own documents and expertise, so they can use that knowledge as though it were their own.

A Knowledge Store is a collection of documents that you upload to Cortex. Once uploaded, Cortex processes these documents and converts them into a format that AI agents can search and reference. When an agent has access to a Knowledge Store, it can find and cite relevant information from your documents to inform its decisions and outputs.

You can create and manage Knowledge Stores from the Knowledge tab in the left-hand menu of Cortex.

Once processing is complete, the Knowledge Store is ready to be assigned to agents.

When creating or editing an agent, you'll find the option to connect one or more Knowledge Stores. Once connected, the agent can search that Knowledge Store during its work and pull relevant information into its reasoning and outputs.

The agent doesn't simply dump the entire contents of your documents into its responses. Instead, it intelligently searches for the most relevant sections based on what it's currently working on, and can provide citable references back to the source material.

Upload the full text of the Renters' Rights Act, published guidance, and relevant advice for letting agents. Your agents will then have up-to-date, accurate knowledge of the legislation and can reference it when dealing with lettings enquiries, tenancy management, or compliance questions.

Upload your agency's training materials, process documents, and procedural guides. An agent working on sales progression, for example, could reference your specific transaction process rather than relying on generic knowledge.

If your agency offers specific products — such as a bespoke secure transaction package — you can upload the details. A sales progression agent could then explain and promote this offering accurately, using your own language and positioning.

Combine a Knowledge Store with a chatbot (see Chatbots) to give your team instant access to an AI assistant that knows your internal processes, from how to book viewings to how to arrange holiday cover.

The better organised your source material is, the more accurately agents will be able to find and reference the right information.

Rather than uploading everything into a single store, create separate stores for distinct topics (e.g., one for legislation, one for internal processes). You can assign multiple Knowledge Stores to a single agent.

If your processes or the legislation changes, update the documents in your Knowledge Store. Agents will immediately benefit from the updated information once the new documents are processed.