RAG Chatbot

OpenAI

Build a powerful RAG chatbot that searches through your documents and provides accurate, grounded responses using AI agents with access to your knowledge base.

RAGAI ChatbotKnowledge BaseDocument SearchAI Agent
Needle Team
371 uses

Key Takeaways

  • 2 nodes total - a manual trigger and an AI agent with collection search
  • Grounded answers - responses come from your actual documents, not general model knowledge
  • Multi-step reasoning - the AI agent can iterate up to 3 times to find the best answer
  • Customizable - change the model, adjust the system prompt, or add web search for hybrid RAG

What This Workflow Does

This workflow creates a RAG chatbot that answers questions based on your documents. You upload files to a Needle collection, type a question in the trigger node, and the AI agent searches your collection to return a grounded answer.

Use cases:

  • Ask questions about product documentation, policies, or research papers
  • Build internal knowledge base search for your team
  • Create a support chatbot trained on your FAQ and help articles

How It Works

StepWhat Happens
1. Manual triggerYou enter your question
2. AI agentSearches your Needle collection and returns an answer from your docs

Setup Instructions

  1. Click "Use template" on this page
  2. Create a Needle collection and upload your documents (PDFs, Word docs, markdown, text files)
  3. Open the AI agent node and select your collection in the search_collection tool
  4. Run the workflow with a test question

Customization

What You Can ChangeHow
AI modelChange the model in the AI agent node
System promptEdit the system prompt to set the tone (e.g. "concise research assistant")
Max stepsIncrease max steps for deeper multi-step reasoning
Hybrid RAGAdd the search_web tool to the AI agent so it can search both your docs and the web
TemperatureKeep at 0 for factual Q&A, raise to 0.3-0.5 for more creative responses

FAQ

Q: How many documents can I upload? A: There's no hard limit on collections. Start with 10-20 documents and expand from there.

Q: Does it work with images in PDFs? A: Text extraction works well. For complex diagrams, adding captions in the original document helps.

Q: Can I use this for customer-facing support? A: Yes. Replace the manual trigger with a Gmail, Slack, or Telegram trigger to handle incoming questions automatically.

Q: What file types are supported? A: PDFs, Word docs, markdown files, text files, and Google Docs (via export).

Q: Can I search across multiple collections? A: Yes. Add multiple search_collection tools to the AI agent node, each pointing to a different collection.

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