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A knowledge base is a collection of content that your agents can search and reference when generating responses. Instead of relying solely on the AI model’s training data, your agent retrieves specific, relevant content from your knowledge base and cites it in its answers.
Knowledge bases list page

The Knowledge Bases list page showing all your knowledge bases

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Creating a Knowledge Base

1

Navigate to Knowledge Bases

Click Knowledge in the sidebar to open the knowledge base management page.
2

Click Create

Click Create Knowledge Base. Enter:
  • Name — A descriptive name (e.g., “Product Documentation”, “Blog Content”)
  • Description — Optional context about what this KB contains
Name your knowledge bases by content theme rather than source format. “Product FAQs” is more useful than “PDF uploads” when you are choosing which KB to link to an agent.
3

Configure settings

Knowledge bases are scoped to your organization. Owners, admins and members of your organization can reach every knowledge base it owns. A viewer sees every knowledge base in the organization listed by name, but can only open the ones they have been granted access to. There is no per-knowledge-base visibility setting.You can configure:
  • Media strategy — How video and audio are indexed (native multimodal embedding or transcription)
  • Processing settings — Chunk size and overlap for document processing
4

Add content

Once created, you can start adding content through:
  • Document uploads — PDF, DOCX, TXT, images, audio, video
  • Web sources — URLs, RSS feeds, sitemaps
  • Social connectors — Instagram, YouTube, Twitter
  • Platform connectors — Substack, Medium, Ghost, and other blogs
See Uploading Documents and Instagram Integration for details on each source type.

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Linking a Knowledge Base to an Agent

Knowledge bases are linked to agents through a many-to-many relationship. One agent can use multiple KBs, and one KB can serve multiple agents. To link a KB:
  1. Open your agent’s settings.
  2. Navigate to the Knowledge tab.
  3. Use the search box under “Add knowledge bases” to find a KB by name, then select it. Linked KBs move to the Linked knowledge bases section at the top, where you can adjust per-KB retrieval settings or open a KB’s detail page.
  4. Save your changes.
Agent editor Knowledge tab showing KB linking

The Knowledge tab in the agent editor for linking KBs

When linked, the agent will automatically search the KB during conversations and include relevant content with numbered citations.
You can link multiple knowledge bases to a single agent. During chat, the agent searches across all linked KBs (up to 3 results per KB), deduplicates overlapping content, and presents a unified set of citations.

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How Content Is Processed

When you add content to a knowledge base, it goes through a processing pipeline:
  1. Loading — The document is parsed using LlamaParse (for PDFs and complex documents) or LangChain loaders (for simpler formats).
  2. Chunking — Text is split into manageable chunks (default: 1000 characters with 200-character overlap).
  3. Embedding — Each chunk is converted into a vector using Gemini Embedding 2 (3072-dimensional multimodal embeddings).
  4. Storage — Vectors are stored in Pinecone (production) or ChromaDB (local development) for fast similarity search.
  5. Graph extraction — Optionally, entities and relationships are extracted to build a knowledge graph.
  6. Summarization — Document summaries are generated for the KB document registry.
This pipeline runs asynchronously via a job queue. You can monitor progress through the document status indicators.

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Document Status States

Each document in your KB shows its processing status:
Documents in pending or processing state are not yet searchable. Your agent will only retrieve content from documents that have reached completed status.

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Knowledge Base Settings

After creation, you can manage your KB settings:
  • Edit name and description — Update metadata anytime
  • View documents — Browse all uploaded and synced content
  • View entities — See extracted entities and relationships from the knowledge graph
  • Search — Run semantic search queries to test what your agent would find
  • Delete — Remove the KB and all its content. Agents that used it are listed before you confirm; they are not deleted and keep working without it. To remove an agent together with its knowledge bases, see Deleting an Agent

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Best Practices

Create separate knowledge bases for distinct topics (e.g., “Product Docs” and “Company Policies”) rather than by file type. This lets you link the right knowledge to the right agent.
The RAG system is only as good as the content it retrieves. Remove outdated documents, fix formatting issues, and ensure your content is clear and well-structured.
Use the KB search feature to test queries before linking to an agent. If the search returns irrelevant results, consider improving your content or adjusting chunk settings.
If your agent needs both product documentation and blog content, keep them in separate KBs. This lets you update each independently and potentially reuse them across different agents.