Knowledge Bases

Create and manage document stores for AI search

A knowledge base is a searchable collection of documents. Create knowledge bases for different topics, departments, or projects - then connect them to agents that need that information.

Viewing Knowledge Bases

Open Knowledges and go to Knowledge Bases to see all stores you have access to.

Each card shows:

• Name and description
• Document count - How many files are indexed
• Status - Ready, processing, or error
• Created date

Use the scope filter to see:

• All - Everything you can access
• My Knowledge Bases - Stores you created
• Shared with Me - Stores others have shared

Creating a Knowledge Base

1. Click Create Knowledge Base
2. Enter a name and description
3. Select an embedding model
4. Click Create

Choosing an Embedding Model

The embedding model determines how documents are converted to vectors for search. Options depend on your organization’s configuration.

Factor	Consideration
Language	Some models work better for specific languages
Domain	Specialized models exist for code, legal, medical, etc.
Performance	Larger models are more accurate but slower
Dimensions	Some models offer multiple dimension options

When a model supports multiple dimensions, higher dimensions capture more nuance but use more storage. The default is usually a good balance.

Start with the default model. You can change it later, though this requires reindexing all documents.

Adding Documents

Once created, add content to your knowledge base:

File Upload

1. Click Upload or drag files into the drop zone
2. Select one or more files
3. Wait for processing to complete

Supported formats: PDF, DOCX, TXT, PPTX, XLSX, CSV, HTML, Markdown

URL Import

Add individual web pages:

1. Click Add URL
2. Enter the page URL
3. Click Add

The page content is fetched and indexed.

Web Crawling

Automatically discover and index pages from a website:

1. Click Add Web Source
2. Enter the root URL
3. Configure crawl settings:
   • Path filter - Limit discovery to one section
   • Blacklisted patterns - Skip low-value URL patterns
   • Sitemap only - Crawl URLs from the sitemap
   • XPath filter - Extract only useful page content
4. Click Start Crawling

The crawler runs in the background. Check status in the knowledge base view.

For the full workflow, see Crawl a Website.

Managing Documents

Viewing Files

The Documents tab shows all content in your knowledge base:

• Filename - Original file name or URL
• Type - File type (PDF, URL, etc.)
• Status - Indexed, processing, or error
• Size - File size
• Chunks - Number of text chunks created
• Date - When added

Filtering

Filter documents by source type:

• All - Everything
• Files - Uploaded documents
• URLs - Individual web pages
• Web Crawl - Crawler-discovered pages

Document Actions

For each document:

Action	Description
View Chunks	See how the document was split
Reindex	Reprocess the document
Download	Get the original file
Delete	Remove from knowledge base

Viewing Chunks

Click View Chunks to see how a document was split:

• Each chunk is a segment of text
• Chunks include metadata (page number, section, etc.)
• Preview how the agent will see the content

This helps diagnose retrieval issues - if important information is split across chunks, consider adjusting chunk settings.

Knowledge Base Settings

Click a knowledge base to open its detail view, then go to Settings.

Basic Settings

• Name - Display name
• Description - What this knowledge base contains
• Tags - Keywords for organization

RAG Configuration

Control how documents are processed and retrieved:

Setting	Description
Chunk Size	Target tokens per chunk (default: 512)
Chunk Overlap	Tokens shared between chunks (default: 50)
Top K	Default number of chunks to retrieve

Sharing

Control who can access this knowledge base. See Sharing & Access Control for full details.

In brief:

• Reader: Can search and view documents
• Editor: Can upload and modify documents
• Admin: Can manage who has access
• Owner: Full control including deletion

Share with individual users, groups, or your entire organization.

Reindexing

If you change RAG settings, you may need to reindex:

1. Go to Settings
2. Click Reindex All Documents
3. Wait for processing to complete

Reindexing processes all documents again. For large knowledge bases, this may take time and consume resources.

Deleting a Knowledge Base

To remove a knowledge base:

1. Open the knowledge base
2. Go to Settings
3. Scroll to Danger Zone
4. Click Delete Knowledge Base
5. Type the name to confirm

Deletion is permanent. All documents, chunks, and embeddings are removed. Agents using this knowledge base will lose access.

Best Practices

Organize by topic

Create separate knowledge bases for different domains rather than one giant collection. This improves retrieval accuracy and makes management easier.

Keep content fresh

Regularly update documents. Set up connectors for automatic syncing, or schedule manual reviews.

Use meaningful descriptions

Good descriptions help others understand what each knowledge base contains and when to use it.

Monitor quality

Test retrieval regularly. If agents aren’t finding relevant content, check chunk settings or add more specific documents.

Next Steps

Document management

Learn more about uploading and organizing documents

Crawl a website

Discover and index pages from a website

Connect to agents

Attach knowledge bases to your agents