Knock Agent
Use the Knock Agent in the dashboard to answer questions, inspect resources, and build customer messaging through conversation.
The Knock Agent is an AI-powered assistant built into the Knock dashboard. It helps you work with your Knock account: you can ask about Knock concepts, inspect existing resources, and create or modify customer messaging through natural language.
Accessing the agent
#Agents page
#The Knock Agent is available on the Agents page in the dashboard. This page lists all of your past conversations with the agent, and allows you to create a new conversation.
Global sidebar and floating panel
#On any dashboard page where the agent is enabled, you can open the agent in a sidebar (anchored) or floating (overlay) layout. Use Cmd+J (Mac) or Ctrl+J (Windows/Linux), or the toggle in the main header. When the panel is collapsed, the Agent prompt bar appears at the bottom of the page so you can easily kick off a new conversation.
What the agent can do
#Read and inspect resources
#The agent has full access to all of your Knock resources, including workflows, broadcasts, partials, email layouts, audiences, message types, and guides.
Create and modify resources
#The agent can create or update workflows, broadcasts, partials, email layouts, audiences, message types, and guides using dedicated tools. Each maps to a customer messaging primitive you manage in the dashboard.
Search the web
#The agent can run a web search for structured results and fetch full page content when you need up-to-date or external reference material.
What the agent cannot do
#- Manage account settings such as billing, users, roles, or invites
- Delete resources
- Commit or promote changes to environments
- Return usage or analytics data
- Run tests of your workflows or broadcasts
Context awareness
#The agent receives context for what you are viewing in the dashboard, including:
- Active environment (development, production, and so on)
- Active resource keys — workflow, broadcast, partial, email layout, audience, message type, guide
- Company context and custom instructions from account AI settings when configured
The agent is also fully aware of your partials, email layouts, and translations and so can use those to build or improve your messaging templates.
Permissions and authorization
#The agent respects the permissions you have in your account. If you don't have permission to manage a resource, the agent will not be able to create or update it either.
Configuration
#Workspace admins configure AI under Settings > AI settings:
- Agent workflow function — lets builders add an AI agent step to workflows; consumes AI credits
- Knock agents — enables the conversational assistant for account members; does not consume AI credits (rollout may use feature flags such as
dashboard-agent-mode) - Company context — free-text description of your product so answers stay on-brand (up to 5,000 characters)
- Custom instructions — free-text rules included in every agent conversation (up to 5,000 characters)
Related resources
#- Connect external clients through the MCP server
- Give coding agents packaged knowledge with Skills