Knowledge Intelligence Agent (Agentic RAG)Answers from your documents, images, audio, and video, each linked to its source.

Knowledge Intelligence Agent (Agentic RAG) gives employees grounded answers from your approved enterprise knowledge. It retrieves relevant information across connected sources, plans multi-step searches for complex questions, and cites the source behind every answer. Teams respond faster, make fewer mistakes, and spend more time on customers and important decisions.

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The business challenge

Employees often need answers that sit across documents, knowledge repositories, and connected business systems. Searching by hand takes time, context gets missed, and information can be outdated or conflicting. As volumes grow, these delays affect customer experience and business performance. Teams need a consistent way to find reliable answers, spot gaps, and send exceptions to the right person, with accuracy and control.

The Worktual solution

The Knowledge Intelligence Agent (Agentic RAG) retrieves relevant, permission-filtered sources from the approved information your organization authorizes. It checks supporting details, flags uncertainty, and prepares the answer for review or approved action.

This gives employees a clearer starting point, reduces back-and-forth, and keeps your business rules visible. The result is a repeatable process you can measure and improve.

With Worktual Knowledge Intelligence Agent (Agentic RAG)

  1. Relevant information is found quickly across connected knowledge sources.
  2. Complex questions are investigated by connecting information from several sources.
  3. Answers include source references for easy verification.
  4. Outdated or conflicting information is flagged for review.

Traditional Knowledge Management

  1. Employees search through documents, emails, and systems by hand.
  2. Users piece information together from different sources manually.
  3. Answers are hard to trace back to their original source.
  4. Outdated or conflicting information may go unnoticed.

How it works

Connect

Connects approved business knowledge sources, including documents, databases, internal records, and existing business systems.

Retrieve

Understands the user's question and retrieves relevant information from connected sources, based on access permissions.

Respond

Generates clear, context-aware answers with source references, identifies missing or conflicting information, and routes issues for review when needed.

What the agent can do

  • Retrieve Permission-Filtered Sources: Finds relevant information across approved enterprise documents, knowledge repositories, and connected business systems, and respects each user's access permissions.
  • Plan Multi-Step Evidence Gathering: For complex questions, gathers and cross-checks evidence from several sources before answering.
  • Cite Sources and Flag Gaps: Cites the source passages behind each answer, acknowledges missing evidence, and routes stale or conflicting knowledge to its owners.

Business value for your organization

  • Save Employee TimeCut the time employees spend searching for answers and preparing information.
  • Improve Answer QualityGive employees reliable, consistent answers grounded in approved sources, with fewer missed details and less rework.
  • Keep People in ControlRoute uncertain, sensitive, and exceptional cases to the authorized decision-maker.
  • Measure Business ValueTrack answer grounding, knowledge-search time, accepted outputs, manual corrections, and adoption against an agreed baseline.

Who should use this agent?

01

Knowledge managers

Organize business knowledge and make trusted information easy to access.

02

Customer-facing teams

Get quick, accurate answers from product documentation, FAQs, pricing, and support records.

03

HR, IT and compliance teams

Help employees find policies, procedures, technical documentation and compliance guidelines without manual searching.

Example business scenario

A customer support specialist asks how to resolve a product issue and receives cited troubleshooting steps from company documentation. An HR manager asks about employee leave policies and gets answers based on the latest approved HR guidelines. A sales representative asks about product features and pricing and receives relevant information from connected sales documents and knowledge bases. Each answer links back to its source.

Adaptable across industries

The workflow can be configured for different sectors.

  • SaaS & technology: Use the agent to answer questions from technical documentation, release notes, and support records.
  • Telecom & utilities: Use the agent to give support and field teams answers from service policies, network guides, and procedures.
  • Healthcare administration: Use the agent to retrieve authorized administrative policies and reference material. Clinical decisions need qualified human review.
  • Banking & financial services: Use the agent to find approved policies, procedures, and product information, with your approval rules applied.
  • Retail & e-commerce: Use the agent to surface product, returns-policy, and store-operations knowledge for associates and support teams.

Security, oversight and accuracy

The agent uses only the information and actions authorized for its deployment. Access to customer, commercial, and internal records follows your organization's policies, and sensitive decisions and exceptions stay subject to your approval process.

Commercial and integration information

Pricing: Contact Sales

Integrations

  • Salesforce
  • HubSpot
  • SharePoint
  • Google Drive
  • Microsoft OneDrive
  • Other supported business systems and knowledge sources

FAQs

Ready to see how Knowledge Intelligence Agent (Agentic RAG) can help your organization?

Explore This Agent