Add metadata (beta)

Easily apply metadata filters for retrieval requests to your knowledge base in NLX

What's Metadata of a Knowledge base?

Metadata is currently only supported for External (custom) knowledge base integrations.

Metadata refers to the optional filters or parameters placed on the retrieval request when your Knowledge base is called via a Knowledge base node. This is useful as your data can become massive in scale.

Imagine, for example, you have a large collection of insurance documents, but for a specific user query, you only want to search within the user's insurance policy. In this case, you can use Metadata to tag each document (e.g., by user ID group) and apply a filter during retrieval. This ensures only the matching insurance document is searched, improving speed and relevance.

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Including Metadata

To include metadata for your knowledge base content, enter supporting JSON schema. For example:

{
  "documentId": "",
  "policyholderId": "",
  "documentType": "",
  "coverageType": "",
  "effectiveDate": "",
  "language": "",
  "state": ""
}

• Select Metadata tab of a selected Knowledge base

• Select ✨ Auto-generate

• Enter/paste sample JSON schema

• Click Generate

• Click Save

After providing metadata, you can reference your metadata filters on the Knowledge base node's side panel when the node is hit in a flow.