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.

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.

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.

Then connect the materials to an agent. For a large collection, create folders; search, moving, and deletion are described in material management.

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 is a separate material for answers and search. Inspect the image and its AI description.

• 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.

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.