What this agent helps with
- Search company knowledge bases
- Find information in legal documents
- Query technical documentation
- Extract insights from research papers
- Answer questions from product manuals
Tools it uses
This template uses: PDF Reader, File Handler, Web Search.
- PDF Reader: reads and answers questions from PDF files.
- File Handler: reads and writes uploaded files.
- Web Search: looks up current information on the web.
How to use it
- Sign in and open Agent Studio, then choose Templates.
- Select Document Search Agent (RAG) and review its instructions and tools.
- Add any data or files it needs, and adjust the instructions to your wording.
- Try a few real questions in chat, then deploy the agent and share it with your team.
Good to know
You control the instructions, the tools and the data this agent can use.
- PDF Reader: PDF Reader: reads and answers questions from PDF files.
- File Handler: File Handler: reads and writes uploaded files.
- Web Search: Web Search: looks up current information on the web.
What the Document Search Agent (RAG) agent gives you
Search company knowledge bases
Use the Document Search Agent (RAG) for search company knowledge bases, with instructions and tools you can adjust.
- Ask about search company knowledge bases in plain language.
- Results are explained so you can check them.
- Uses PDF Reader where it helps.
- Review the result before you act on it or share it.
Find information in legal documents
Use the Document Search Agent (RAG) for find information in legal documents, with instructions and tools you can adjust.
- Ask about find information in legal documents in plain language.
- Results are explained so you can check them.
- Uses File Handler where it helps.
- Review the result before you act on it or share it.
Query technical documentation
Use the Document Search Agent (RAG) for query technical documentation, with instructions and tools you can adjust.
- Ask about query technical documentation in plain language.
- Results are explained so you can check them.
- Uses Web Search where it helps.
- Review the result before you act on it or share it.
From template to deployed agent
Start from the template, make it yours and deploy when you are happy with how it answers.
- Open Agent Studio: Sign in and choose Templates, then select this agent.
- Review instructions and tools: Check the instructions and the tools it uses: PDF Reader, File Handler, Web Search.
- Add your data: Add any files or data the agent should use and adjust the wording.
- Test in chat: Ask real questions, read the answers and refine the instructions.
- Deploy and share: Deploy the agent and share it with your team or use it in a workflow.
How the Document Search Agent (RAG) agent answers
How the Document Search Agent (RAG) agent is built
An agent template is a set of instructions, tools and example tasks on the Coderva agent platform. You can edit every layer.
- Your data: The files and data you give the agent.
- Tools: Built-in tools the agent can call: PDF Reader, File Handler, Web Search.
- Instructions: A prompt that sets the role, tone and rules for this kind of work.
- Answers and history: Explained answers and a conversation history.
Screens you will use
You work with the agent in Agent Studio and in chat.
Chat with the Document Search Agent (RAG) agent
Ask a question and read the answer.
- Try: search company knowledge bases.
- Try: find information in legal documents.
- Ask for the reasoning behind an answer.
Instructions and tools
Adjust how the agent behaves.
- Edit the instructions and tone.
- Tools: PDF Reader, File Handler, Web Search.
- Restrict what the agent may do before you deploy.
What teams ask it first
Starting use cases that come with the template. Add your own.
- Search company knowledge bases: Use the Document Search Agent (RAG) for search company knowledge bases, with instructions and tools you can adjust.
- Find information in legal documents: Use the Document Search Agent (RAG) for find information in legal documents, with instructions and tools you can adjust.
- Query technical documentation: Use the Document Search Agent (RAG) for query technical documentation, with instructions and tools you can adjust.
- Extract insights from research papers: Use the Document Search Agent (RAG) for extract insights from research papers, with instructions and tools you can adjust.
- Share with your team: Deploy the agent to a link or embed it in a workflow.
- Keep a history: Every conversation is stored so you can review what was asked and answered.
What it connects to
Tools and data this agent uses.
- PDF Reader
- File Handler
- Web Search
Control and checks built in
You decide what the agent can see and do, and how its answers are used.
- You control the data: The agent only uses the files, data and tools you give it.
- Cite or say so: The instructions tell the agent to cite its sources and to say when it cannot find an answer.
- Editable and testable: Edit the instructions and test in chat before you share the agent.
What is in the Document Search Agent (RAG) agent
- PDF Reader: Reads and answers questions from PDF files.
- File Handler: Reads and writes uploaded files.
- Web Search: Looks up current information on the web.
- Customisable: Instructions, tone and tools are editable in Agent Studio.
- Deployable: Deploy to a link, share it with your team or use it in workflows.
Frequently asked questions
What is the Document Search Agent (RAG)?
Retrieval-Augmented Generation (RAG) agent for intelligent document search. Finds relevant information in your documents and provides context-aware answers. It is a advanced-level agent template you can customise in Agent Studio.
What does the Document Search Agent (RAG) need to work?
It uses PDF Reader, File Handler, Web Search. Some tools need your own account or files, which you add when you set the agent up.
Can I change the instructions and tools?
Yes. Everything is editable in Agent Studio before and after you deploy, so you can tune the tone, add tools and restrict what the agent may do.