Overview
The Knowledge Base page shows two sections:- Folders — groups of documents you’ve organized together
- All Documents — a full list of every source across all folders, with columns for Name, Type, Folder, Size, Status, and Added date
Folders
Folders help you organize sources by topic, agent, or team. Each folder card shows the folder name and the number of documents inside.Create a Folder
Click New Folder in the top right. Enter a folder name (letters, numbers, spaces, underscores, and hyphens only — max 50 characters) and click Create Folder.Adding Sources
Click + Add Source to open the source picker. Choose how you want to add content:Text Content
Paste text directly into the knowledge base.
Website
Add a single page or crawl an entire site.
Upload File
Upload a file from your computer. Supported formats: PDF, DOCX, TXT, MD, CSV, JSON (max 50MB each).
Add a Website
- Select Website from the source picker
- Choose a folder to save it to (default: Root)
- Enter a Name and the Website URL
- Toggle Crawl entire site on to index all pages, or leave it off to index only the single page
- Click Add Page
Upload a File
- Select Upload File from the source picker
- Choose a folder to save it to (default: Root)
- Drop files into the upload area or click to browse
- Click Upload & Process
PDF, DOCX, TXT, MD, CSV, JSON — max 50MB per file.
Managing Documents
Click the ⋯ menu on any document row to access actions:- Move to Folder — organize the document into a different folder
- Delete — permanently remove the document from the knowledge base
Document Status
| Status | Meaning |
|---|---|
| Indexed | Document has been processed and is available for agents to use |
| Processing | Document is being indexed — check back shortly |
| Failed | Indexing failed — try re-uploading or re-adding the source |