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Catalog/Customer Success/Knowledge Base Search Tool Guide
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Knowledge Base Search Tool Guide

Searches and retrieves from company documentation using vector database (RAG).

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Bohdan Tsaryk
·Published Jul 1, 2026·Token count not tracked
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Knowledge Base Search Tool Guide

Tool Purpose

Searches a vector database of company documentation for precise answers to user questions (RAG-based retrieval).

When to Use

  • Finding product-specific answers for FAQ Extractor
  • Searching internal documentation for technical specifications
  • Retrieving policy documents for support responses
  • Looking up onboarding guides and setup instructions

How to Use

  1. Provide the search query (natural language works best)
  1. Optionally filter by document type (policy, technical, onboarding)
  1. The tool returns ranked document chunks with similarity scores
  1. Use retrieved content to answer user questions with proper citations

Best Practices

  • Phrase queries as complete questions for better retrieval
  • Use domain-specific terminology when available
  • Review top 3-5 results for comprehensive coverage
  • Always cite the source document in responses

Limitations

  • Only searches indexed knowledge base documents
  • May miss very recent or unindexed documents
  • Retrieval quality depends on embedding quality
  • Documents over 100 pages may be chunked with some context loss

Output

Ranked document chunks with source references and relevance scores.