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Knowledge Base ​

Beta Feature

Knowledge base ingestion and retrieval are in active development. Large files or unusual formats may take longer to process or occasionally fail — re-upload if a source doesn't appear.

Your app has one knowledge base for your whole organization. You add sources to it, and your AI agent searches it automatically during chats — there's no per-agent setup and no manual "attach knowledge" step.

One KB, used everywhere

Whatever you add here grounds every conversation: your agent's everyday chat, your skills and Game Plans, and your public page. Add it once, use it everywhere.

Opening the Knowledge Base ​

Open the Agent Builder and click the Knowledge node on the brain canvas. (When you arrive from the builder, a Back to agent editor link returns you there.)

You'll see the Sources screen — add files, videos, or text to train your AI agent — with a counter showing how many sources you've added out of your limit (up to 300 sources).

Adding sources ​

Click Add Sources and choose how to add content:

ModeWhat it accepts
UploadFiles — PDF, DOCX, TXT, MD, HTML, CSV, video (MP4, MOV, WebM), and audio (MP3, WAV, AAC)
YouTubeA YouTube URL — the transcript is pulled in
PastePaste raw text directly

Each source is processed in the background: parsed, split into chunks, and indexed so the agent can search it. It appears in the list when it's ready.

Add knowledge straight from chat

You can also drag and drop files into the AI Builder dock and it will add them to this same knowledge base.

Managing sources ​

  • Sort the list by date or alphabetically
  • Delete a source with the confirmation prompt — its content is removed from future retrieval (existing chat history is unchanged)

How the agent uses it ​

During a chat, when a member's question would benefit from your material, the agent searches the knowledge base automatically and weaves the most relevant pieces into its answer. You don't need to tell members to "search the docs," and you don't wire retrieval into each agent or skill.

Point skills at your frameworks

In a skill's instructions, tell the agent to search the knowledge base for your specific frameworks before answering. This keeps skill instructions short and ensures answers stay on-methodology.

What makes a good knowledge base ​

  • Your methodology and frameworks — the step-by-step approaches you teach
  • Q&A and FAQs — common member questions phrased the way members ask them
  • Templates and examples — sample offers, scripts, emails, outlines
  • Recordings and trainings — upload the audio/video or paste transcripts
  • Reference material — anything the agent should cite instead of guessing

Keep it clean ​

  • Remove outdated material so the agent doesn't cite stale advice
  • Prefer focused sources over one giant document
  • Re-upload a source after major edits so the new version is indexed

Members' personal documents ​

Members have their own personal documents area under Settings → Documents, separate from your org knowledge base. Those are scoped to the individual member and counted against their plan limits — they never mix with your organization's knowledge base.