Can I search the knowledgebase by folder?
I've created a customer support boit to answer questions on a number of different trading strategies. The transcripts of the strategies are in the knowledgebase in folders and each document is marked up with strategy name and strategy step. Currently the bot does seem to finding the right information from the tags. however its clear that this is potentially reading in a lot of chunks uneccesarily. I'm using ChatGPT as my adviser and its convinced that voiceflow can be told just to look in a folder rather than seraching based on mark up. I've put chatGPT method answer below. I cannot find this function of the database in the documentation. My questions are:- 1) does this function actually exist or is ChatGPT getting things wrong 2) if it does exist how can I access the function as where chatGPT is telling me to look doesn't appear to exist on the interaface. Thank you. ✅ Fix #1: Use Folder-based Restriction Instead of Prompt Filtering
If you’ve placed your documents into separate folders by strategy, you can use Voiceflow’s built-in folder filter to completely restrict the chunk search to just one strategy folder.
Steps:
1. In the Assistant step, go to Knowledge Base Settings (in the right panel).
2. Turn on “Restrict search to folder”
3. Use a variable like {{strategy_selected}} to dynamically choose the folder.
➡️ This means Voiceflow will only search in that folder — and if there’s nothing there, it will return an empty chunk set (which you can then handle cleanly in your prompt).
✅ This is much more reliable than relying on {chunks} to be pre-filtered by tags.
2 Replies
Hi! Here’s how the Knowledge Base works today:
1) Folder-level search/filtering doesn’t exist
• Folders are purely for organising files in the Creator UI.
• At retrieval time the RAG engine ignores the folder a document sits in and only looks at the chunks’ text plus any metadata/tags you have added.
→ So the method ChatGPT suggested (telling Voiceflow to “only look in a folder”) isn’t available. 2) How to target specific content instead
• Add tags (e.g. strategy:"MACD", step:"Entry") to each document or chunk.
• In the Assistant Settings → Knowledge Base, turn on “Filter by tags” or, if you’re calling the Query API directly, pass a filter object such as:
• You can also attach custom metadata fields when you upload a doc and filter on those the same way. That’s the supported path to keep retrieval tight and avoid pulling unnecessary chunks. Docs for deeper reference: https://docs.voiceflow.com → Knowledge Base → “Advanced RAG Filtering & Tagging”.
• Folders are purely for organising files in the Creator UI.
• At retrieval time the RAG engine ignores the folder a document sits in and only looks at the chunks’ text plus any metadata/tags you have added.
→ So the method ChatGPT suggested (telling Voiceflow to “only look in a folder”) isn’t available. 2) How to target specific content instead
• Add tags (e.g. strategy:"MACD", step:"Entry") to each document or chunk.
• In the Assistant Settings → Knowledge Base, turn on “Filter by tags” or, if you’re calling the Query API directly, pass a filter object such as:
• You can also attach custom metadata fields when you upload a doc and filter on those the same way. That’s the supported path to keep retrieval tight and avoid pulling unnecessary chunks. Docs for deeper reference: https://docs.voiceflow.com → Knowledge Base → “Advanced RAG Filtering & Tagging”.
this feature seems to require code both to implement the tags and to use them. wouldnt it be a lot easier to have a no code option for this that just used mark up language. it seems that it maybe did exist as a no code option before but has been removed? can anyone comment on this. is this a feature that has just been removed? I'm trying to avoid having code in the bot as i'd like it to be maintained by someone who doesn't have a coding background. thank you
here's my prompt for further info ....
{if chunks == ""} Sorry, I do not have any information on the strategy . Please check back later when this strategy has been added to the support system. {else} You are an expert virtual support assistant for Your Financial Independence Investing coaching program, helping customers with questions that they ask. Answer the user's question using ONLY the information provided below, which comes from documents assigned to the strategy: Context (Filtered by strategy: ): Do not read any chunks from the database that do not have the relevant User Question: TITLE from the knowledgebase Instructions: - The Context only contains information relevant to the selected strategy: . - Do not look at any chunks that do not have the - ONLY use information from the Context to answer the User Question. - You are talking to them over voice chat. Remove any occurrences of "**" from your answer. - If the answer cannot be found in the Context, reply: "Sorry, I do not have information about that topic." - Be concise, direct, and professional. - If the Context contains multiple relevant pieces, synthesize them into a single answer. _ At the end, reference the page title where the information was found. Also quote any additional titles which might help with information. Example “You can find more info on this in the lesson: "TITLE” .Some additional information is also available in the lesson "TITLE" {endif}
{if chunks == ""} Sorry, I do not have any information on the strategy . Please check back later when this strategy has been added to the support system. {else} You are an expert virtual support assistant for Your Financial Independence Investing coaching program, helping customers with questions that they ask. Answer the user's question using ONLY the information provided below, which comes from documents assigned to the strategy: Context (Filtered by strategy: ): Do not read any chunks from the database that do not have the relevant User Question: TITLE from the knowledgebase Instructions: - The Context only contains information relevant to the selected strategy: . - Do not look at any chunks that do not have the - ONLY use information from the Context to answer the User Question. - You are talking to them over voice chat. Remove any occurrences of "**" from your answer. - If the answer cannot be found in the Context, reply: "Sorry, I do not have information about that topic." - Be concise, direct, and professional. - If the Context contains multiple relevant pieces, synthesize them into a single answer. _ At the end, reference the page title where the information was found. Also quote any additional titles which might help with information. Example “You can find more info on this in the lesson: "TITLE” .Some additional information is also available in the lesson "TITLE" {endif}