Add and Manage Knowledge Bases

You can add and manage Knowledge Bases from the Knowledge Base section of the platform. Knowledge Bases allow you to store brand information and documentation, while also making it accessible to Agents.

You can upload internal documentation, published webpages, sitemaps, and other source materials as a Knowledge Base.  

Create a Knowledge Base

To add a new Knowledge Base:

1. Navigate to the Knowledge Base section in the left navigation.

2. Select “+ Add Knowledge Base”.

3. Enter a name for the Knowledge Base.

4. Confirm by selecting “create”.

Once created, you can begin uploading content and organizing files.

Add Files to Your Knowledge Base

There are multiple ways to upload content to the Knowledge Base. Once uploaded, materials are indexed and made available to Agents.

Start File Uploads

To add a file to your Knowledge Base:

5. Navigate to the Knowledge Base section in the left navigation.

6. Select an existing Knowledge Base.

7. Select “+ Add Files”.

8. Select the type of upload.

There are four types of uploads: A webpage scrape, uploading files directly, a website crawl, or by pasting text into an editor. 

Scrape Specific URLs

Paste individual URLs to extract and store content from live webpages. This method is useful for importing content from sources such as blog posts or public product pages.

To scrape a single page:

1. Select “Scrape Page”.

2. Enter the full URL of the page you want to import.

3. Click “Import URL” to begin the process.

Upload Files Directly

You can upload files directly into your Knowledge Base. This method works well for documentation such as guides, policies, or internal reference materials.

To upload a file:

1. Select “Upload Files”.

2. Use “Browse Files” to select a file from your device, or drag and drop a file into the upload area.

Crawl Entire Websites

You can crawl and index an entire website by uploading or pasting a sitemap URL. This approach works well for larger knowledge repositories such as help centers or resource libraries.

To crawl a website:

1. Select “Crawl Website”.

2. Choose one of the following options:

• Sitemap – Points to a sitemap XML file, allowing the system to import all pages listed in the sitemap.

• Crawl – Progressively indexes pages across a domain. When selecting this option, you must define the "maximum number of pages" and the "maximum crawl depth".

Paste Text

You can manually create a file by pasting structured or unstructured text directly into the Knowledge Base. This is useful for content such as quick reference notes or internal policy text.

To paste text as a document:

1. Select “Paste Text”.

2. Provide the following information:

   • Document name

   • Document format (Markdown or Plain Text)

   • Content

3. Select “Add Document” to save the new file to the Knowledge Base.

Manage Files and Content

Knowledge Bases follow a folder structure modeled after a standard filesystem hierarchy. This allows you to organize files the same way you would within a typical operating system; by creating folders and subfolders.

Within each Knowledge Base, you can:

• View indexed files

• Add tags to files

• Create new files

• Delete outdated material

• Download previously uploaded content

This structure makes it easy to organize documentation by product line, brand, or other logical groupings. Well-organized content improves search relevance, enhances Agent performance, and supports more effective long-term knowledge management.

Use Knowledge Bases in Agent Workflows

Knowledge Bases can be accessed through dedicated nodes within your Agents.

Prompt LLM Node (with Knowledge Base Enabled)

When Knowledge Base access is enabled within a Prompt LLM node, the model references only Knowledge Base content to generate its output.

This ensures responses are grounded in verified brand materials rather than external information.

Search Knowledge Base Node

Use this node to search across your Knowledge Base when you are unsure which documents are most relevant.

Search results are ranked by relevance and can be passed into downstream nodes for summarization, analysis, or content generation.

Get Knowledge Base File Node

Retrieve a specific file when you know exactly which resource is required, such as a style guide or product specification document.

The file can then be passed directly into subsequent workflow steps.

Upload to Knowledge Base Node

Agents can upload newly generated documents directly into your Knowledge Base.

This enables workflows such as:

• Storing competitive research reports

• Saving performance summaries

• Archiving compliance-reviewed content

• Building institutional knowledge over time