Knowledge base
Give your agents your own documents to answer from, so results come from your material — not just the open web.
Upload your policies, playbooks, product docs, and reference material, and your agents search them before answering. Results come back with the source document named, so you can trust where an answer came from.
What you can upload
Add files to a knowledge base and the platform pulls the text out for search. Supported formats:
- Plain text and Markdown
- Word documents (
.docx) - CSV and JSON
Files can be up to 10 MB each. Each file is split into passages and indexed. Once processing finishes, agents can find it.
Organize with knowledge tables
A knowledge base holds one or more knowledge tables — groupings you use to keep material separate, like "HR policies," "product FAQs," or "onboarding guides." Each table carries a document type (document, policy, procedure, guide, or FAQ), so an agent can narrow a search to just policies or just guides when that's what a question calls for.
How agents find the right answer
Search combines two methods at once: exact keyword matching and meaning-based (semantic) matching. That means an agent finds the relevant passage even when a document uses different wording than the question. Every result comes back ranked by relevance and tagged with its source document and table, and agents are prompted to cite that source when they use it.
Attach a base to your agents
A knowledge base is available to your whole organization, and you decide which agents draw on it by attaching it to their role. Once attached, those agents search it automatically while researching and writing — you don't have to point them at it each time.
Where it fits
- Memory captures what agents learn as they work; a knowledge base is the reference material you give them up front.
- Web research pulls from the open web when the answer isn't in your material.
- Load and manage documents in Data.
Knowledge bases are available on Office and higher plans.