The Knowledge Base system follows a centralized management model that ensures consistency while providing flexibility for workspace-specific implementations.

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Architecture

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Knowledge Base management follows a centralized model:

My Workspace (Owner’s Default) ├── Create Knowledge Bases ✓ ├── Manage KB Content ✓ └── Central KB Repository ✓ Created Workspaces ├── Create Knowledge Bases ✗ ├── Connect Existing KBs ✓ └── Use Connected KBs ✓

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Workspace Management Flow

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Key Principles

1. Single Source of Truth: All Knowledge Bases are created and maintained in one location
2. Workspace Agnostic: Once created, KBs can be used across any workspace
3. Owner Controlled: Only workspace owners can create and modify Knowledge Bases
4. Member Accessible: All workspace members can connect KBs to their agents

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Creating Knowledge Bases

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Prerequisites

• You must be a Workspace Owner
• You must be in My Workspace (not in a created workspace)

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Step-by-Step Creation

1. Navigate to My Workspace

Top Navigation Bar → Workspace Selector → My Workspace

2. Access Knowledge Base Section

Main Menu → Knowledge Bases → Create New

3. Configure Knowledge Base
   • Name: Descriptive identifier for the KB
   • Description: Purpose and content overview
4. Add Content
   • Upload documents (MD, PDF, DOCX, TXT)
   • Add Q&A pairs manually
   • Import from external sources (Web URL)
5. Save and Process

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Content Types

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Connecting Knowledge Bases to Agents

Within Created Workspaces When working in any created workspace (not My Workspace):

1. Create or Edit an Agent
2. Workspace → Agents → Create/Edit Agent
3. Navigate to Knowledge Base Section
4. Agent Configuration → Knowledge Base → Connect KB
5. Select from Available KBs
   • View list of all KBs created by the owner
   • Select and add the KB to agent
6. Save Agent Configuration

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Managing Knowledge Base Content

Updating Content

1. Access My Workspace
2. Navigate to Knowledge Bases
3. Select the KB to update
4. Add a file to KB

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Access Control and Permissions