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Resources in XTM One

Knowledge Base Pages in XTM One

Prompt Pages in XTM One

Skill Pages in XTM One

MCP Server Pages in XTM One

Tool Pages in XTM One

Variable Page in XTM One

Integration Pages in XTM One

Resources is the working area for the reusable building blocks behind agents and conversations. If agents are the assistants, resources are the things those assistants rely on.

Start here, then go deeper

This page is the summary view of Resources.

If you want more depth on one specific resource type, continue with these detailed guides:

  • Knowledge Bases in XTM One
  • Prompts in XTM One
  • Skills in XTM One
  • MCP Servers in XTM One
  • Tools in XTM One
  • Integrations in XTM One

If you want the page-by-page walkthrough based on the actual interface, continue with these walkthrough guides:

  • Resource Page Walkthroughs in XTM One
  • Knowledge Base Pages in XTM One
  • Prompt Pages in XTM One
  • Skill Pages in XTM One
  • MCP Server Pages in XTM One
  • Tool Pages in XTM One
  • Variable Page in XTM One
  • Integration Pages in XTM One

What belongs in Resources

The left navigation groups these pages together:

  • Knowledge
  • Prompts
  • Skills
  • MCP Servers
  • Tools
  • Variables
  • Integrations

You usually come here when you are preparing an agent, improving an existing setup, or checking how a workflow gets its data and actions.

Knowledge

Knowledge bases store documents and indexed content that agents can search.

Use the Knowledge list page

The Knowledge list helps you:

  • search knowledge bases
  • filter by visibility
  • filter by tags
  • create a new knowledge base

Each card shows the name, description, document count, chunk count, and whether the knowledge base is system-managed, company-managed, or shared.

Use a knowledge base detail page

A knowledge base detail page is usually organized into:

  • Overview
  • Documents
  • Import Sources
  • Configuration
  • Activity

System-managed knowledge bases can hide Import Sources.

The most important knowledge base actions

The header can include:

  • Test Search
  • Re-embed
  • delete

Test Search lets you check how the knowledge base responds before attaching it to an agent. Re-embed rebuilds the searchable index when content changes significantly.

Documents and import sources

Use Documents when you want to upload files or review what is already stored.

Use Import Sources when you want XTM One to keep content in sync from external locations such as:

  • websites
  • Notion
  • OneDrive or SharePoint
  • Google Drive
  • GitHub repositories
  • other supported content sources in your deployment

Each source can have its own sync status, schedule, and enable or disable control.

Prompts

Prompts are reusable text instructions.

Use them when you want consistent wording in:

  • chat requests
  • agent behavior
  • recurring workflows

Use the Prompts page

The Prompts list page supports:

  • search
  • visibility filtering
  • tag filtering
  • Add Prompt

Each prompt card shows the name, description, and a short content preview.

Prompt detail page

Each prompt uses a simple structure:

  • Overview
  • Configuration
  • Activity

You usually use Overview to read the prompt and Configuration to edit the content when you have permission.

Skills

Skills are reusable instruction sets that can be attached to agents.

You can think of a skill as a packaged behavior or method that can be reused across assistants.

Use the Skills page

The Skills list page supports:

  • search
  • visibility filtering
  • tag filtering
  • Add Skill

Cards show whether a skill is enabled, whether it comes from a URL or direct content, and whether it is shared or company-managed.

Skill detail page

Skill detail pages use the same main structure:

  • Overview
  • Configuration
  • Activity

If a skill is URL-based, the header can also show Refresh so the latest version can be fetched again.

MCP Servers

MCP servers expose external tools to XTM One in a controlled way.

Use them when agents need access to external capabilities such as search, data lookups, or system actions provided through MCP.

Use the MCP Servers page

The list page supports:

  • search
  • visibility filtering
  • tag filtering
  • Add Server

Cards show:

  • the server name
  • the transport type
  • enabled or disabled state
  • OAuth status when applicable
  • whether environment values are required

MCP server detail page

Each server detail page includes:

  • Overview
  • Configuration
  • Activity

The header can include Test Connection and delete actions.

In Configuration, you can usually:

  • review transport details
  • inspect discovered tools
  • refresh tool discovery
  • test an individual tool
  • manage OAuth connection status for the server

Tools

The Tools page covers actions agents can use directly.

In standard XTM One deployments, this page is mainly about built-in tools. Some other deployments also show custom tools.

Built-in tools

Built-in tools are platform-provided capabilities such as:

  • image generation
  • code interpreter
  • web fetch
  • browser automation
  • the platform management tool for XTM One itself

These tools usually have their own detail pages so you can understand what each one is meant to do.

Custom tools

If custom tools are enabled in your deployment, they appear on the same page with:

  • search
  • visibility filtering
  • tag filtering
  • tool cards showing language, timeout, and parameter count

Custom tool detail pages typically include:

  • Overview
  • Configuration
  • Activity

They can also expose Test Tool, which is useful before attaching them to an agent.

Variables

Variables store reusable values that can be inserted into prompts, personas, skills, and tools.

This is a single management page rather than a list-plus-detail flow.

From the Variables page you can:

  • search variables
  • filter by tags
  • create a variable
  • edit a variable in a dialog
  • delete a variable
  • copy its reference for reuse

Some variables are marked as Secret. Those values are hidden by default and can be revealed only when needed.

The reference copied from the UI uses the variable's internal ID, so it can be inserted accurately elsewhere in the platform.

Integrations

Integrations connect XTM One to external services.

Use them when agents need live access to systems such as:

  • email
  • ticketing
  • messaging
  • cloud document systems
  • other business applications

Use the Integrations list page

The list page supports:

  • search
  • visibility filtering
  • tag filtering
  • category filtering
  • New Integration

Cards show the connection status, provider, authentication readiness, and sharing state.

Integration detail page

Each integration detail page includes:

  • Overview
  • Configuration
  • Activity

The header can include:

  • Test Connection
  • Authorize or Re-authorize
  • a provider setup guide
  • delete

Overview helps you see which agents and knowledge bases use the integration. Configuration is where connection details, credentials, and provider-specific options are reviewed.

How the resource types work together

In a typical workflow:

  • an integration connects to the outside system
  • a knowledge base provides trusted context
  • a prompt or skill shapes the behavior
  • a tool performs an action
  • a variable avoids repeating key values

This is why Resources matters so much. It is the place where assistants become usable and consistent.

Detailed guides

Use these pages when you want a fuller explanation of one resource type from a user perspective:

  • Knowledge Bases in XTM One
  • Prompts in XTM One
  • Skills in XTM One
  • MCP Servers in XTM One
  • Tools in XTM One
  • Integrations in XTM One

Next step

The next chapter covers Administration, which is for users who manage the platform rather than just use it.