About

Books

Learn how to extend your automation functionality with Books.

What is a Book?

A Book is a set of related automation procedures that can extend an agent’s capabilities. Adding a Book enables an agent to perform new tasks and integrate with external tools — offering a quick, plug-and-play way to scale automation.

Adding Books

Adding a Book teaches the agent a new set of automation procedures. These tasks can include processing Excel files, sending messages via Slack, or working with HTML data.

Each Book is designed around a specific domain (Document Processing, HTML) or a particular integration (Microsoft Excel, Slack, Salesforce). Once a Book is added, the agent can understand and execute the procedures defined in the Book.

Books can be added or removed at any point, allowing agents to grow, take on new responsibilities, or support new workflows without rebuilding from scratch.

How to Add a Book to Your Agent

  1. Click on Books from the left navigation menu.

  2. Click on + New Book.

  3. Search for the name of the Book you'd like to add and click on it.

All versions of a Book appear in search results. Look for the bdk tag to identify the newer version built with the Book Development Kit.

  1. If the Book requires configuration, you will be prompted to provide configuration details.

  2. Click Add to finish adding your Book.

  3. Publish your agent.

After learning a Book, be sure to create a new Playground.

Playgrounds that were created before a Book was added will not be able to recognize it.

What Books Does Kognitos Offer?

Kognitos offers many Books that can be added to your agents. Navigate to Books in the platform or explore our reference documentation guides below.

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Book Library

Reference guides for all available Books in Kognitos.

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First Edition Books

Reference guides for First Edition (v1) Books.

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BDK Books

Reference guides for BDK Books (newest).

Using Multiple Credentials

In certain cases, you may need to connect the same Book to multiple accounts or organizations. For example, if you're using GitHub, you might need to connect to two GitHub organizations to access different repositories or teams. When using Microsoft Excel, you may want to connect to workbooks from different accounts — one for internal data and another for external reports.

With BDK Books, you can connect to a Book using more than one set of authentication details. This enables you to connect and switch between different API keys, access tokens, or login details without reconfiguring the Book.

Note: This feature is only supported for BDK Books and is not available for First Edition Books.

Adding Extra Credentials

To add additional credentials to a Book your agent has already learned:

  1. Go to Books from the left navigation menu.

  2. Click on the ⋮ next to the desired bdk Book and select Add Credentials.

  3. Name your credentials, provide the configuration details, and click Add.

The credentials provided when initially configuring the Book will be the Default credentials. Kognitos will use the name given to your additional credentials to identify them.

Switching Credentials

You can switch credentials when you need to switch between accounts or organizations. To do so, use the following syntax in your Playground or Process:

switch {book name} to "{credential name}"

Replace book name with the name of the Book, and credential name with the name given to your credentials. In the example below, the credentials are switched to those for the secondary GitHub organization.

switch github to "Secondary Org"

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