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Documentation Index

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Knowledges Dashboard
Knowledges lets you build document repositories that your AI agents can search. Upload files, crawl websites, or connect external sources like SharePoint - then attach the knowledge base to any agent.

What You Can Do

Create Knowledge Bases

Build searchable document stores for specific topics or domains

Upload Documents

Add files, URLs, and web content to your knowledge bases

Crawl Websites

Discover and index website pages into a knowledge base

Connect Sources

Sync with SharePoint, Google Drive, and other platforms

Configure Retrieval

Fine-tune how documents are processed and searched

The Knowledges Workspace

When you open Knowledges, you’ll see:
  • Dashboard - Overview of your knowledge bases and statistics
  • Knowledge Bases - List of all your document stores
  • Connectors - External source connections
  • Settings - Global defaults and configuration

How It Works

1

Create a knowledge base

Click Create Knowledge Base and give it a name. Choose an embedding model to determine how documents are vectorized.
2

Add documents

Upload files, add a single URL, or crawl a website to pull content automatically.
3

Documents are processed

Knowledges extracts text, splits it into chunks, and creates embeddings for semantic search.
4

Connect to agents

In Agent Creator, add the knowledge base as a capability. The agent can now search your documents.

Supported Content

File Uploads

FormatExtensions
DocumentsPDF, DOCX, DOC, TXT, RTF
PresentationsPPTX, PPT
SpreadsheetsXLSX, XLS, CSV
WebHTML, Markdown
CodeMost programming languages

Web Sources

Connectors

  • SharePoint - Sync document libraries and sites
  • Google Drive - Connect folders and files
  • Confluence - Import wiki pages
  • More connectors available based on your organization’s setup

Key Concepts

Embeddings

Documents are converted to embeddings - numerical representations that capture meaning. This allows semantic search: finding relevant content even when exact keywords don’t match.

Chunking

Large documents are split into smaller chunks for better retrieval. You can configure:
  • Chunk size - How many tokens per chunk (default: 512)
  • Overlap - How much consecutive chunks share

RAG (Retrieval Augmented Generation)

When an agent searches your knowledge base:
  1. The query is converted to an embedding
  2. Similar document chunks are retrieved
  3. These chunks become context for the AI response
  4. The agent generates an answer grounded in your documents
This ensures responses are based on your actual content, not just the AI’s training data.

Sharing Knowledge Bases

Knowledge bases can be shared like agents:
LevelAccess
PrivateOnly you can use it
OrganizationAnyone in your org can attach it to their agents
PublicAvailable to all platform users
Share settings are in the knowledge base’s Settings tab.

Use Cases

Upload HR policies, IT procedures, and company guidelines. Create an agent that helps employees find answers to common questions.
Add product manuals, FAQs, and troubleshooting guides. Build a support agent that provides accurate technical assistance.
Index papers, reports, and studies. Create a research assistant that helps find relevant sources and summarize findings.
Collect learning resources, course content, and reference materials. Build an onboarding agent for new employees.

Getting Started

1

Open Knowledges

Navigate to Knowledges from your workspace sidebar.
2

Create your first knowledge base

Click Create Knowledge Base, name it, and select an embedding model.
3

Add some documents

Upload a few files or add a URL to test with.
4

Connect to an agent

Go to Agent Creator, open an agent, and add the knowledge base in Capabilities.
5

Test it out

Ask the agent questions about your documents and see how it uses the knowledge base.

Next Steps

Create knowledge bases

Learn how to set up and organize document stores

Manage documents

Upload, update, and organize your content

Crawl a website

Add and maintain web pages as searchable documents

Connect external sources

Sync with SharePoint, Google Drive, and more

Configure RAG settings

Optimize retrieval for your use case