Knowledge Base

The knowledge base stores answer materials: instructions, files, tables, FAQs, product descriptions, and operating policies. It is important not only to add a material, but also to link it to the right agent with the right permissions.

Getting started with the Knowledge Base

Step 1. Open the Knowledge Base

Select the Settings gear button to the right of the project name.

In the settings menu, find the Project data group and select Knowledge Base.

The Knowledge Base page opens with the project's folders, files, and tables.

Step 2. Add the first material

If the Knowledge Base is empty, click the Add button in the empty knowledge base. It is located in the center of the page.

In the dialog that opens, choose the method that matches the format of the information you already have:

• if the document is ready, upload a file or ZIP archive;
• to quickly write an instruction, FAQ, or note, create a text document directly in the cabinet;
• if rows and columns are a better fit, create a table — after it is created, you can open it in the editor.

The complete steps are covered in separate guides: file upload, text documents, and Knowledge Base tables.

Step 3. Find a material or add the next one

Search appears only on the open Knowledge Base page, not on the project home page or in the general settings menu. Complete Step 1 first. Once the Knowledge Base contains materials, use the search field. Two modes appear on its right:

• By name searches the material title or original file name and is selected by default;
• By content searches for a phrase inside document text or indexed file content.

Hover over an icon to see its mode name, then enter the query. When a folder is open, search is limited to that folder. Return to the root first to search the entire Knowledge Base.

To add another material, use the add material button next to the search field.

In the screenshot below, the search field and its scope switch are marked as 1, while the add button is marked as 2.

Step 4. Organize materials in folders

As the collection grows, create separate folders, for example by product, team, or task. Click Add, select create folder, open the Folder tab, and enter a clear name.

To view a folder's contents, select the folder. The path above the list lets you return to the previous level or the Knowledge Base root. To rename the folder, open its settings, change the name, and click Save.

Step 5. Edit, share, or delete a material

Open the actions menu on the card for the required material. The menu lets you rename or edit it and delete outdated items. The screenshot below first shows the menu button and then the available actions.

You can select several items and move them to another folder, copy them to another project, or share them through a link. When deleting, the cabinet asks you to confirm the action separately. First check whether an agent uses the material; see “Deleting materials” below for details.

Resource types

• Folder is a container for files and tables. If you link a folder to an agent, current and future items inside it become available for that agent's answers.
• File - knowledge base document. Can be created manually or obtained from an uploaded file: Markdown, TXT, DOCX, PDF, or another supported format.
• Image - a separate knowledge base material that can be used next to Markdown instructions and in document preview. Open it through the material menu: the preview can be expanded, while the adjacent area shows the AI description used for search or its processing state.
• Table - structured data that opens in a separate table editor.

Markdown files may store metadata in frontmatter: for example document ID, section route, or source. This data helps search and links the answer to the right material, but it does not replace clear instruction text. If Markdown contains links or images, the cabinet tries to connect them with uploaded knowledge base materials.

Card statuses

The cards may have statuses:

• "Inactive" - the resource is disabled and may not be used in answers.
• "Processing" or "Processing: N%" - the file is still being extracted or indexed; click the indicator for details.
• "Processing error" - the text could not be prepared; open the indicator, check the reason, and retry the upload when needed.
• "Without text extraction" - the file is saved, but the text is not extracted for search.

A material with the Processing status is not yet included in search or agent replies. Extraction runs on the server and resumes automatically after a short service restart, so you do not need to reload the page or upload the file again.

An image page shows the picture and recognition result instead of a text editor. The state can indicate that a description is still being prepared, recognition failed, the description is ready, or recognition was not requested. The AI description can be reviewed but cannot be edited as Markdown text.

Deleting materials

Deleting an element cannot be undone through a regular form. Before deletion, check whether this file, folder, or table is connected to an agent. If the resource is already linked to an agent, first open the agent settings and check the "Knowledge Base" block.

To move several selected materials, click Move, choose the destination folder, and confirm with the move button. For mass deletion, use Delete and the separate confirmation.

For mass deletion or moving, check background processes and event history: these operations may run sequentially, and the interface does not always show detailed progress for each item.

If materials need to be moved to another project, select the items and use Copy or Share. These actions create a resource package, and package import is shown as a background process.

If knowledge does not appear in answers

Check in order:

1. The resource exists in “Settings” -> “Knowledge Base”.
2. The resource is active and is not in a processing error.
3. The file or folder is linked to the desired agent.
4. The “Receive Data” right is enabled for the agent.
5. If the question involves an image, PDF, or another file, that material is also uploaded, active, and connected to the agent.
6. If the question is related to a site element, check whether there is a separate article or instruction that describes that element.
7. If the document links to an image or file, the target material really exists in the knowledge base and the Markdown link is written correctly.
8. After changing the document, the answer was tested on a real question.