Help center

Knowledge

Manage documents and knowledge bases.

Manage your knowledge bases

Organize documents by purpose and keep them separated by workspace.

Add PDF, Word, or Excel files and prepare them for agents to consult.

Determine whether a document is pending, processing, available, or affected by an error.

Classify each source according to the information it may expose in a response.

Authorize the knowledge bases an agent may consult during a conversation.

Synchronize an external folder with a knowledge base.

Select a site, document library, and folder to synchronize documentation.

Review runs and the documents that were created, updated, or deleted.

Remove knowledge in a controlled way and understand the scope of each action.