Knowledge Base

Train AI agents with your specific content using RAG (Retrieval Augmented Generation).

Overview

The Knowledge Base enables AI agents to reference your specific content when responding to members. Upload documents, and the AI retrieves relevant information during conversations.

How It Works

Upload Documents → AI Indexes Content → Retrieved During Chats → Informed Responses

When a member asks a question:

1. AI searches your knowledge base for relevant content
2. Uses that content as context for the response
3. Generates an answer informed by your specific materials

This technique is called Retrieval Augmented Generation (RAG)—it grounds AI responses in your actual content rather than generic knowledge.

Types of Knowledge Bases

Organization Knowledge Base

Owners create knowledge bases for organization-wide AI agents:

• Available to all agents in the organization
• Managed in Admin → Knowledge
• Shared across the team

Member Personal Knowledge Base

Members can create personal knowledge bases for Virtual Coach:

• Private to the individual member
• Used with personal AI agents
• Managed in Settings → Virtual Coach

Supported Content

File Types

Format	Extensions	Best For
PDF	.pdf	Guides, eBooks, worksheets
Documents	.doc, .docx	Word documents
Text	.txt, .md	Plain text, markdown
Spreadsheets	.csv	Data, lists

What Works Well

✅ Training materials

• Course content and transcripts
• Methodology documentation
• Frameworks and systems

✅ Reference documents

• FAQs and common questions
• Glossaries and terminology
• Quick reference guides

✅ Client-facing content

• Program descriptions
• Pricing and tier information
• Policies and guidelines

Less Effective Content

❌ Images only — AI can't read images in documents ❌ Heavily formatted — Complex layouts may not parse well ❌ Outdated content — Remove old/incorrect information ❌ Duplicate content — Multiple copies confuse the AI

File Limits

• Maximum file size: 25 MB per file
• Recommended: Keep files under 10 MB for faster processing
• Image content not processed
• Complex formatting may not parse well

Best Practices

Content Quality

• Comprehensive — Cover topics members ask about
• Accurate — Keep information up to date
• Clear — Use simple, direct language
• Structured — Organize with headers and sections

Organization

Use clear, descriptive file names:

• ❌ doc1.pdf
• ✅ beginner-workout-program-guide.pdf

Content Tips

Include Q&A format:

Q: How often should I work out?
A: For beginners, 3-4 days per week is optimal. 
   This allows for adequate recovery between sessions.

Include terminology:

Progressive overload: The gradual increase of stress 
placed on the body during training.

Include your voice:

Our philosophy: We believe in sustainable fitness, 
not crash diets or extreme workouts.

Managing Documents

Uploading

1. Go to Admin → Knowledge (for org) or Settings → Virtual Coach (for personal)
2. Click Upload Documents
3. Select files to upload
4. Wait for processing

Viewing Documents

See all uploaded documents with:

• File names and sizes
• Upload dates
• Processing status

Deleting Documents

Deletion

Deleting a document removes it from AI context immediately. This cannot be undone.

Troubleshooting

AI Not Using Knowledge

If the AI isn't referencing your content:

1. Check processing status — Documents must be fully processed
2. Verify content relevance — Does the doc cover the topic?
3. Check file format — Some PDFs don't parse well
4. Add more context — More content = better matching

Incorrect Information

If the AI gives wrong answers:

1. Find the source — Which document has incorrect info?
2. Update or remove — Fix the document and re-upload
3. Add clarification — Upload a document that clarifies

Poor Response Quality

1. Add more detail — General content = general answers
2. Add examples — Concrete examples help the AI
3. Structure content — Use headers, bullet points
4. Test specific questions — Identify gaps in knowledge

Security

What's Safe to Upload

• Training materials
• Program descriptions
• General methodology
• Public-facing content

What NOT to Upload

• Passwords or credentials
• Personal client information
• Financial data
• Legally sensitive documents
• Copyrighted material you don't own

Your knowledge base is:

• Stored securely
• Only accessible to your AI agents
• Not shared with other organizations
• Not used to train AI models

Learn More

• Knowledge Base Guide (detailed owner guide)
• Virtual Coach (personal knowledge bases)