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How to choose the agent's AI model and knowledge base

Set which knowledge base the agent uses for answers and, if needed, which AI model it uses.

1 min readBasicUpdated on November 12, 2026

Where to find it in Cognizy

EmpresaAgentes de IA

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Video lesson coming soon. For now, follow the steps below.

Each agent can access all the company's knowledge bases or just one. Restricting access helps when you have agents with different roles, like one for sales and one for support. The AI model already comes set to automatic, which works for almost everyone.

Where to find it in Cognizy

EmpresaAgentes de IA

Open in CognizyOpens the screen in Cognizy. Sign in if asked.

Before you start

  • Create the knowledge base first.
  • Only the owner and administrators can edit agents.

Step by step

  1. Step 1:

    Open Company › AI Agents and click the agent.

  2. Step 2:

    In Knowledge base, choose the base the agent can access. In All organization bases, it uses everything the company has added.

  3. Step 3:

    In AI Model, the Provider and the Model are set to automatic, which switches on its own between the fast model and the smarter one. Only change it if you have a reason, like testing another provider.

  4. Step 4:

    Click Save, at the top of the screen.

How to know it worked

The agent will start responding only with information from the selected base.

If it doesn't work

The agent stopped knowing things it used to know.

The information is in another base. Go back to All organization bases or move the document to the agent's base.

Next step

Test the agent in the Playground before letting it serve customers.

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