Setting up your Knowledge Base for Pulsar Agent

Pulsar Agent 2.0 uses Retrieval-Augmented Generation (RAG) to process a Salesforce org’s knowledge base data that is synchronized locally for use in Knowledge Base prompts. This is useful when you want to leverage the power of Pulsar Agent while augmenting its knowledge with org-specific data.

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Pulsar Agent Knowledge Base mode

Syncing Your Knowledge Base to Pulsar

Sometimes you want users to use Pulsar Agent to access documents from your knowledge base. Fortunately, you can tell Pulsar to sync the necessary knowledge objects, so they are available to your users. Follow these steps to set up Pulsar to sync your knowledge base.

1. If not already done, set up your knowledge base in Salesforce. See the setup section in this article for more info.

2. Add these specific knowledge objects to Pulsar’s synced items list:

   • Knowledge__ka – Provides access to the object that represents a knowledge article. Read more about it here.

   • Knowledge__kav – Provides access to the object that represents a knowledge article version. Read more about it here.

   • LinkedArticle – This object represents a knowledge article that is attached to a work order, work order list item, or work type. Read more about LinkedArticle here.
     See Pulsar Sync Object List or Pulsar Sync Object List – Relationship Directives for more information about synced object lists.

3. Instruct your users to Refresh Settings.
   The next time your users sync, Pulsar will add the knowledge base objects to their devices.