Configure a Delete from knowledge base activity

Use the following procedure to configure a Delete from knowledge base activity.

The Delete from knowledge base activity is available only to Enterprise tier customers. For users on the Standard and Advanced tiers, this feature is restricted and indicated by a lock icon.

  1. Add an activity to the map. See Add an activity.

    By default, the Configuration tab is open in the properties panel of the activity.

  2. Enter a Name for the activity.
  3. On the Type list, select AI Knowledge Base > Delete from knowledge base.
  4. On the AI Knowledge Base provider list, select the knowledge base provider configured. See Integrate TotalAgility with AI Knowledge Base.

    If using the Tungsten knowledge base provider, you must have the required licenses to delete documents from the knowledge base.

  5. The indexes that are added while configuring the AI knowledge base integration are automatically added in Azure AI Search and appear on the Index list. Select an index.
  6. On the Identifier field list, select one of the following identifiers and select a process or server variable as an Identifier. Alternatively, you can provide an inline value for the "Tag" and "ID" identifier sources.

    None (default) Deletes all documents.
    Job ID, Case ID or Case Ref Deletes documents based on Job ID/Case ID/Case reference.
    Document ID Deletes a single document.
    Tag Deletes the chunks from the knowledge base based on the reference text provided in the Add to knowledge base activity.
    ID Deletes the chunks from the knowledge base if the ID returned from the Add to knowledge base activity matches.

  7. Save the process map.

    When you execute or debug the process:

    • The documents are removed from the knowledge base based on the identifier source provided.

    • An audit log entry is recorded.