Knowledge

Knowledge holds the documents your business runs on: supplier agreements, product manuals, return policies, price lists, campaign plans. The agent searches them alongside your records and cites the documents it used, so an answer can combine what your data says with what your documents say. Open Knowledge from the app rail.

Add documents

• Upload documents: choose PDF, Word, PowerPoint, Markdown, text or HTML files, up to 20 MB each, or drop them onto the list.
• Add web page: enter the address of a public https page and, optionally, a title.
• From the chat: a file you attach to a chat message can be kept with Add to Knowledge, so it is available in later chats and automations too.

Each document is indexed after it is added: Flexkit splits it into passages the agent can search. The list shows documents that are still indexing or that failed. Adding the same file again does not create a duplicate.

Find and manage documents

Search the list by title or content, and switch between grid and list layouts. Open a document to see its passages and settings:

• Title: the agent cites the document by this title, so make it recognizable.
• Visible to the agent: switch it off to keep a document in Knowledge without the agent using it.
• Spaces: limit the document to the members of certain spaces. Only they, and the agent working for them, can read it. Without spaces, every project member can read it.
• Re-index: index the document again if it failed or looks incomplete.

Adding and changing documents needs a role that can edit data; Viewers can read and search them.

Attach documents to records

A document can also be attached to the records it is about, so the agent reads it whenever it works on them: a supply agreement on its supplier, a manual on its product. In a record’s drawer in Desk, use Attach document. A document can also apply to every record of an entity type, such as carrier service levels for every Shipment. A document’s Linked records show where it is attached.

How the agent uses Knowledge

Ask as you would ask a colleague: “What does our agreement with Bosco Furniture say about late deliveries?”, “Summarize the packaging change notice from Lumen and which products it affects.” The agent searches Knowledge when a question calls for it, and lists the documents it drew from with the answer. Automations can use Knowledge in the same way.

Developers can manage documents from a terminal with flexkit knowledge.