How to enforce a custom Rovo agent to search for TECH Document information for a legacy job?

[Narmatha A]

I have created a Custom ROVO agent . Purpose of the agent is if tidal job is an input means response should return all the informatica components if exist and suc/TDD documents confluence link .

scenario1:
If TDD link doesn’t exist for a legacy job it should check all jira stories does anything have this tidal job mentioned and return the link . General Agent is able to track it but my custom agent not doing it.

scenario 2:

There is another scenario even everything all exist . It is returning java TDD,Azure TDD links not associated with my tidal job or infa component. 

Scenario 3 : Similar to Scenario 2 tried different job it had all details accurate but returned different job informatica components 

[Viswanathan Ramachandran]

Hi @Narmatha A 

For scenario 1

Root Cause: Custom agents do not perform fallback multi-step searches unless explicitly commanded in the system instructions. 
Solution: Define an explicit Fallback Execution Chain and explicitly enable your search tool in your Agent settings.

For scenario 2

Root Cause: Rovo uses semantic similarity search. If a direct exact match for your Tidal job is weak, the vector search returns generic technical documents (like Java/Azure TDDs) because they contain similar words (e.g., "TDD", "Job", "Pipeline").
Solution: Enforce Exact String Matching and strict Relevance Filtering in the instructions.

For scenario 3

Root Cause: The agent is retrieving the correct details but its extraction context window is pulling Informatica component names from neighbouring tables, templates, or related sections within the same space.
Solution: Bound the Data Extraction Scope within your prompt instructions.

This checklist below might help

Field	Recommended Action
Knowledge	Attach specific space/project where Tidal/Informatica details live.
Tools	Ensure both Search tools are attached.
Instructions	Implement strict string matching, fallback execution steps, and extraction boundary rules.