Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.flowx.ai/llms.txt

Use this file to discover all available pages before exploring further.

The Test Knowledge Base modal lets you exercise content-management operations against a knowledge base on a deployed build, without modifying a workflow first. Use it to validate a knowledge base after deploy, to load initial content, or to investigate retrieval issues from a production knowledge base.

Overview

Knowledge bases are populated and queried through workflows. The Test Knowledge Base modal gives you a direct, build-level UI for the same operations, so you can:
  • Seed a newly created knowledge base with content immediately after deploy
  • Append or replace store content without triggering a workflow run
  • Spot-check what a query returns against the current knowledge base state
  • Edit metadata on individual entries when a real-world correction is needed
All write actions performed from this modal are tagged with source: manual on the affected entries, so they remain distinguishable from workflow-driven changes.

Opening the modal

1

Open a deployed build

Navigate to a project that has a knowledge base configured, and open the build where you want to test.
2

Click the play button

On the build, click the play button and select Test Knowledge Base.
3

Choose the knowledge base

In the modal header, open the knowledge base dropdown and select the knowledge base you want to act on. The dropdown lists both project knowledge bases and any knowledge bases referenced from libraries used by the build.

Available actions

Six actions are available inside the modal. Each one is run by clicking Test after filling in the required fields.

Create new store

Creates a new store in the selected knowledge base and ingests an initial document.
FieldDescription
Store nameRequired. Must be unique within the knowledge base.
UploadOpens the file picker, filtered to PDF.
MetadataSame metadata inputs available when uploading from the knowledge base admin view.
If a store with the same name already exists, the modal shows the toast error “Store name already exists.” and highlights the store-name input.

Append to a store

Adds new content to an existing store, leaving prior chunks in place.
FieldDescription
Store nameRequired. Searchable dropdown of existing stores.
TypeEither From document (PDF upload) or From payload (JSON in the code editor).
MetadataMetadata values applied to the appended content.

Replace store content

Removes the existing content of a store and replaces it with new content.
FieldDescription
Store nameRequired. Searchable dropdown of existing stores.
TypeEither From document or From payload.
MetadataNew metadata values applied to the replacement content.
Replace is destructive. All existing chunks in the store are removed before the new content is added.

Delete a store

Removes a store from the knowledge base.
FieldDescription
Store nameRequired. Searchable dropdown of existing stores.

Edit metadata values

Updates metadata values on individual entries inside a store.
1

Select a store

Pick a store from the searchable dropdown. The entries of that store appear on the right side of the modal.
2

Select an entry

Click the entry you want to edit. Each entry card shows both user-defined and system metadata.
3

Edit metadata values

Use the metadata area on the left to update values. Metadata is grouped into two categories: configured (keys that already have a value) and empty (keys that have no value yet). When you populate an empty key and save, it moves to the configured category. The empty category is hidden when no keys remain in it.
4

Save or discard

Save commits the changes to the selected entry. Discard clears the selection and any unsaved edits. If you try to switch entries with unsaved changes, the modal prompts you to confirm.
Metadata values are editable, metadata keys are not. Adding, removing, or renaming a metadata key from the modal is intentionally not allowed because metadata filters elsewhere in the platform depend on the key set.

Query

Runs a retrieval against the knowledge base and shows which chunks come back.
FieldDescription
QueryFree-text query string.
Metadata filtersAdvanced query builder over all metadata keys, including system metadata. Store-level filtering is expressed as a metadata filter.
Use this to validate retrieval quality, debug an AI agent that is pulling unexpected chunks, or confirm that a recent ingestion is searchable.

Reading the results

When you click Test, the modal header shows progress and an action-specific summary on completion.
ActionStatus header on completion
Create new storeCreated: [X] chunks
Append to a storeAppended: [X] chunks
Replace store contentDeleted: [X] chunks Added: [Y] chunks
Delete a storeDeleted: [X] chunks
Query(no count, retrieved chunks listed below)
The chunks pane below the header reflects the action:
  • Create / Append — new chunks are listed with a badge. For Append, new chunks appear at the top of the list, above pre-existing ones.
  • Replace — only the new chunks are shown, each with a badge.
  • Delete — the chunks area is empty.
  • Query — retrieved chunks are listed without a badge.
Only the first 10 chunks are shown in the preview. A disclaimer is rendered above the chunks list when the result set is truncated.

Limitations

  • The preview shows at most 10 chunks per action.
  • Metadata keys cannot be added, removed, or edited from the modal — only values.
  • File uploads accept PDF only.
  • Edits made from this modal are tagged source: manual and remain distinguishable from workflow-driven changes.

Knowledge base overview

Concepts, stores, chunks, and search modes.

Managing stores

Design-time UI for store management.

Using a knowledge base in workflows

Query, append, and replace from inside a workflow.

Custom agent nodes

Wire a knowledge base into an AI agent.
Last modified on June 2, 2026