Knowledge Base
Turn static documents into a powerful brain for your agents. Upload, manage, and sync your data securely to provide accurate answers.
A Knowledge Base is a collection of documents and web pages that your agents search in real time when answering questions. The more relevant content you add, the more accurate your agents become.
Navigate to Knowledge Base
- 1. Go to AI Workspace → Knowledge Base in the sidebar. This page shows all your existing knowledge bases with their current processing status.
- 2. Click New Knowledge Base in the top-right corner to begin.

Fill in the Basic Info
Complete the following fields in the creation form:
| Field | Description |
|---|---|
| Name * | Choose something descriptive so you can identify it when attaching to agents, e.g. "Sales Playbook" or "Support Docs v2". |
| Description | Optional, but useful when you have many knowledge bases. |
| Division * Admin only | Assigns the knowledge base to a department. Only that department's agents and users can access it. |
| Sources * | Your work files or internet pages that used as knowledge for the agent to response. |

Add Your Content
- 1. Switch between the Upload Files and Import from URL tabs depending on where your content lives.
2. Upload Files
- 3. Drag and drop files into the upload area or click to browse. Supported: PDF, DOC, DOCX, PPTX, TXT, CSV, XLSX, XLS, MD, MARKDOWN, PNG, JPG, JPEG, GIF, BMP, TIF, TIFF, WebP.
- 4. To upload an entire directory, click Upload from Folder. Only top-level files are indexed — subfolders are skipped.

5. Import from URL
- 6. Paste one URL per line in the input field.
- 7. Enable Deep Crawl to follow links from the initial page — set a limit up to 50 pages.

Deep Crawl is perfect for multi-page documentation sites. Start with a limit of 10–15 pages and increase once you've validated the output quality.
- When ready, click Create Knowledge Base. Processing starts immediately.
Wait for Active Status
After creation, each knowledge base shows a status badge. Only Active bases can be attached to agents.
| Status | Meaning |
|---|---|
| Pending | Created, processing hasn't started yet. |
| Processing | Content is being indexed. Usually seconds to a few minutes. |
| Active | Fully indexed and ready to attach to agents. |
| Errors | One or more files failed. Check the card for details. |
If stuck in Processing for more than 5 minutes, click Refresh.

Editing a Knowledge Base
Click the Edit (pencil) icon on any card to update its name, description, or content sources. Changes trigger automatic reprocessing.
Deleting a Knowledge Base
Click the Delete (trash) icon and confirm. This removes the knowledge base from all agents it was attached to.
Deletion is permanent. Agents that relied on this knowledge base lose access to its content immediately.