Knowledge Base
Organize the documents and articles that ground your agents
A Knowledge Base (KB) is a collection of articles, made from the documents and content you bring in. That content can come from files you upload, articles you write by hand, or external systems. Knowledge Bases are how you ground your agents in your own content: at runtime, the agent retrieves the most relevant articles and writes an answer from them (RAG).
Go to Workspace > Knowledge Bases to manage the Knowledge Base and the articles inside it.
How Knowledge Is Organized
Knowledge is the body of content your agent can draw on to answer a question: product documentation, policies, FAQs, internal guides, anything you want it to reference. The platform structures that content so the agent can pinpoint the right section on demand, rather than scanning a whole document each time.
A Knowledge Base is organized in three layers. The Knowledge Base itself holds one or more Groups, each Group holds Articles, and Articles are the units an agent actually retrieves at runtime. An Article is rarely a one-to-one copy of its source file: the platform segments long documents during import so each one is small enough to be retrieved precisely, and large enough to carry useful context.
Retrieval at Runtime The articles retrieval, ranking, and tag filtering at runtime are handled by the Semantic Search node on the agent workflow.
Creating a Knowledge Base
When you create a new Knowledge Base, you decide how to fill it:
Bring the content in yourself
Connect an external system that brings it in for you.
Both options start from Add New KB on the Knowledge Bases page.
Internal / Manual Upload
Internal Knowledge Bases live entirely inside the platform. You add content by uploading files one at a time, importing a CSV in bulk, or writing articles directly in the built-in editor. Everything is editable in place and there is no ongoing sync, so you stay in full control of every article. Pick this path for curated FAQs, internal SOPs, or any material you do not have stored in another system.
Integration
Knowledge Base integrations connect to an external content system you already use and pull the content into the platform for you. Once the connection is set up, ingestion happens automatically and the articles stay in step with the source. You can also trigger a manual sync from the Knowledge Bases table whenever you want to refresh the content on demand. Pick this path for large repositories you do not want to copy by hand.
See the Integrations page for the supported connectors and how to set each one up.
Processing Options
When an integration processes a source file, or when you upload one manually, the platform parses, segments, and indexes it. The following options control how that happens.
AI-Powered Processing
Documents rarely come in clean. Tables span multiple pages, scans hide behind images, layouts mix columns and call-outs. AI-Powered processing reads every page with visual language models and segments by meaning. Articles preserve the structure of the source instead of breaking at fixed character counts.
This AI semantic chunking is the biggest lever on answer quality: when an article holds one complete idea rather than a fragment cut mid-thought, the agent retrieves cleaner context and answers more accurately.
Choosing a Processing Mode
The two modes differ in how they read a source file, so match the mode to the document:
Standard: Fast, rule-based parsing. The right default for plain-prose sources with simple layouts, where it is quick and accurate enough.
AI-Powered: Reads each page with a visual language model and segments by meaning. Reach for it when the source has tables, scans, or complex layouts, or when you need custom instructions for the segmenter.
If Standard processing mode leaves you with broken structure or merged tables, reprocess that source with AI-Powered mode.
The Knowledge Bases Table
The table at Workspace > Knowledge Bases is where every Knowledge Base lives. Select any row to open that Knowledge Base in the editor and work on its articles or settings.
A few actions live here:
Add New KB: Start a new Knowledge Base
Manual Sync: Refresh an integration-backed Knowledge Base from its source on demand. Disabled for Internal KBs
Delete: Remove a Knowledge Base and unlink it from every agent that uses it
Bulk Actions: Tick rows and act on several Knowledge Bases at once
Search in Contents: Find a Knowledge Base by its name
Working with Articles
Articles are the building blocks of a Knowledge Base. Each one is a small, self-contained piece of content the agent can retrieve when it needs to answer a question.
Everything you do with articles happens on the Articles tab of an open Knowledge Base. The tab is split into a navigation tree, with Groups and their articles, and a rich-text editor for the article you currently have selected.
Adding Articles
You can add articles to a Knowledge Base in three ways:
New Article: Write an article by hand. Opens an empty rich-text editor.
Upload File: Upload a single source document. The file is parsed and split into one or more articles based on the processing options. See Supported File Types for accepted formats.
Import CSV: Bulk-add or update many articles at once by uploading a CSV. The dialog provides a downloadable sample template. The Import action lives on the Settings tab of the Knowledge Base.
Supported File Types
Upload File accepts a single document up to 50 MB. The file type determines whether AI-Powered processing applies or the file falls back to Standard parsing.
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Source page number tracked per article
DOCX
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HTML
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PPTX
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XLSX
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Each worksheet becomes a markdown table
TXT
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MD
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Organizing with Groups
Groups are folders that organize related articles inside a Knowledge Base. They are purely organizational: retrieval still happens across the whole KB regardless of which Group an article sits in. Use them to keep the editor tidy, especially in Knowledge Bases that hold hundreds of articles.
To create a Group, select New Group and name it. Move articles between Groups through the Group field in the article editor.
The Article Editor
Selecting any article (or creating a new one) opens the editor on the right side of the tab. The editor is rich-text so you can write or refine an article inline without exporting elsewhere.
The Details panel carries the per-article settings:
Published: Toggle the article in or out of agent retrieval. Unpublished articles stay editable but are skipped at runtime, so you can take an article offline without deleting it.
Group: Move the article into a different Group
Tags: Apply or remove tags from the article. Articles synced from a Knowledge Base integration inherit the tags set on that integration.
Source URL: Where the article came from. Auto-filled by Knowledge Base integrations as a read-only link, editable for manually created articles
Page Number: The page where the article begins in the source document (PDF only)
The editor does not autosave. Use Save Changes to keep your edits.
Searching Articles
The Articles tab has its own search bar. Use the dropdown to pick a search mode:
Deleting Articles
To remove an article from a Knowledge Base, open it in the editor and select Delete Article at the bottom of the page. The article is removed immediately and is not recoverable, so export the Knowledge Base first if you may need the content again.
Configuring a Knowledge Base
The Settings tab is where you adjust a Knowledge Base after creation. Use it to rename the KB, refine its description, or expand its language coverage.
Import and Export
Two CSV-based actions are available at the Settings tab:
Sample import CSV format
Each language is a pair of columns, [LANG].Title and [LANG].Body. Add another language by adding another pair.
Language codes: Use the ISO 639-1 two-letter code, case-insensitive (
EN,ES,EL,DE)Primary language: The Knowledge Base's primary language must include both its Title and Body columns
Row-level columns:
Tags(comma-separated) andStatusapply to the whole row. Optional[LANG].GroupIdand[LANG].GroupNamecolumns sort articles into groups.
The Import dialog includes a downloadable sample CSV. Use it as the basis for your file so your columns match the structure Import expects.
Deleting a Knowledge Base
To remove a Knowledge Base, open it and select Delete Knowledge Base at the bottom of the Settings tab. The KB, every article inside it, and every agent link are removed immediately.
Permanent Action Deleting a Knowledge Base removes every article and unlinks it from every agent that uses it. Export the content first if you may need it again.
Best Practices
Start with Standard processing: Use Standard parsing first and switch a source to AI-Powered only when you see broken structure or merged tables in the resulting articles
Match article size to your content: Pick Small for short FAQs where precision matters, and Large or XLarge for dense reference material where retrieval should pull surrounding context
Tag from day one: Apply a consistent tag scheme as you ingest content. Retro-tagging hundreds of articles later is painful.
You now know how to organize content into Knowledge Bases, choose between manual and integration ingestion, tune how source files are segmented, and find the right KB inside the Workspace.
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