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Agentic Knowledge Filters

Agentic filtering lets the Agent automatically extract filter criteria from your query text, making the experience more natural and interactive.

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Step 1: Attach Metadata

There are two ways to attach metadata to your documents:
  1. Attach Metadata When Initializing the Knowledge Base 
    knowledge_base = PDFKnowledgeBase(
    path=[
        {
            "path": "path/to/cv1.pdf",
            "metadata": {
                "user_id": "jordan_mitchell",
                "document_type": "cv",
                "year": 2025,
            },
        },
        # ... more documents ...
    ],
    vector_db=vector_db,
)
knowledge_base.load(recreate=True)
  2. Attach Metadata When Loading Documents One by One 
    # Initialize the PDFKnowledgeBase
knowledge_base = PDFKnowledgeBase(
    vector_db=vector_db,
    num_documents=5,
)

# Load first document with user_1 metadata
knowledge_base.load_document(
    path=path/to/cv1.pdf,
    metadata={"user_id": "jordan_mitchell", "document_type": "cv", "year": 2025},
    recreate=True,  # Set to True only for the first run, then set to False
)

# Load second document with user_2 metadata
knowledge_base.load_document(
    path=path/to/cv2.pdf,
    metadata={"user_id": "taylor_brooks", "document_type": "cv", "year": 2025},
)

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How It Works

When you enable agentic filtering (enable_agentic_knowledge_filters=True), the Agent analyzes your query and applies filters based on the metadata it detects. Example: 
agent = Agent(
    knowledge=knowledge_base,
    search_knowledge=True,
    enable_agentic_knowledge_filters=True,
)
agent.print_response(
    "Tell me about Jordan Mitchell's experience and skills with jordan_mitchell as user id and document type cv",
    markdown=True,
)
In this example, the Agent will automatically use:
  • user_id = "jordan_mitchell"
  • document_type = "cv"

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🌟 See Agentic Filters in Action!

Experience how agentic filters automatically extract relevant metadata from your query. Agentic Filters in Action The Agent intelligently narrows down results based on your query.

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When to Use Agentic Filtering

  • When you want a more conversational, user-friendly experience.
  • When users may not know the exact filter syntax.

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Try It Out!

  • Enable enable_agentic_knowledge_filters=True on your Agent.
  • Ask questions naturally, including filter info in your query.
  • See how the Agent narrows down results automatically!

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Developer Resources