Knowledge Agents: The "Easy Button" for AI
Sharing real-world enterprise AI use cases, straight from conversations with early adopters actually deploying AI and enterprise agents. No fluff. Just what’s working, what’s not, and what’s next in AI & Agents for business. 🍺
Knowledge Agents have been one of the earliest breakout use cases for AI in the enterprise. They’ve helped teams quickly surface critical information and lighten the load on internal support functions.
From a recent survey, McKinsey’s latest data shows knowledge management is one of the leading “high-impact” AI use cases. In the second half of 2024, organizations using AI in this area reported cost reductions of 20% or more, one of the highest across all functions.
Internal knowledge management & retrieval is becoming a core expectation, not a nice-to-have.
Enterprise search players like Glean saw early traction, but the space is quickly becoming more competitive. Differentiation is narrowing as new entrants push the pace. OpenAI recently launched it’s Knowledge feature in beta for ChatGPT Team, offering real-time access to internal content from tools like Google Drive and other tools.
As enterprise search and knowledge retrieval becomes commoditized, the race is now on to build Knowledge Agents that do more than just fetch answers, they need to understand context, drive action, and integrate seamlessly into where work happens.
Enter, The Brain 🧠
The Brain, built using the Tray Merlin Agent Builder, is just one Agent my team uses to help our GTM teams save time and automate content creation. Instead of manually searching outdated internal documents (or even our website), users can ask The Brain for up-to-date information and then automate relevant content creation across assets like email, blogs, pitch decks, and more.
The Agent ingests data from various sources (CRMs, wikis like Notion, web pages, YouTube, etc.), stores it in a vector database, and uses LLMs to provide answers or take action. It can be deployed directly in platforms like Slack or Teams, allowing users to query it.
For example, you could prompt The Brain with actions like:
“I am meeting with a [Role] at a [Industry]. Could you help me ideate some Tray use cases for this prospect and please reference Tray Case Studies as well.”
“I just had a call with an IT leader in the software industry who’s interested in using Tray to build AI Agents. What content or materials would you recommend I share with them?”
“The prospect had a question about Tray’s Salesforce connector. Can you pull the most relevant information from our documentation to help answer that?”
“Based on the conversation and the information above, can you draft a follow-up email I can send them?”
“Can you build me a custom sales deck based on the above that will be relevant for this Customer”
What makes this such a compelling use case for Knowledge Agents is how it blends into the way our teams already work. Instead of acting as a separate search engine or passive chatbot, The Brain lives inside tools like Slack and Teams, where GTM teams are already communicating and collaborating.
It’s not just pulling up answers, it’s interpreting context, pulling insights from multiple sources (private and public), and triggering real actions like drafting follow-ups or generating custom sales decks. By collapsing search, synthesis, and action into a single experience, The Brain becomes a proactive Agent for helping our GTM team get work done faster.
Knowledge Agents offer a pragmatic, low-risk entry point for businesses looking to move beyond theoretical AI discussions and into a practical implementation.
While they may not be the ultimate destination, they are an essential bridge between traditional information management and agentic capabilities.
👉 Here is a full demo of The Brain, a Knowledge Agent for GTM teams built on Tray AI:
I started this newsletter because I am frustrated by the lack of tangible Enterprise AI use cases in the market.
I have the opportunity to speak to hundreds of tech and systems leaders and fundamentally believe that AI and Agents will change the way businesses operate. My goal is to help share how.
-Nate G
PS - I went to Regionals in “Power of the Pen” in 8th grade so I consider myself a fairly prolific writer.