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Knowledge Base and Resource Management

5. Knowledge Base and Resource Management

The Knowledge Base allows you to centrally add and manage knowledge sources that can be used within the workspace.

You can access the Knowledge Base screen by selecting Knowledge from the Settings menu.

The Knowledge section includes the following tabs:

  • Knowledge Base
  • File Upload
  • Websites
  • SharePoint

5.1. Viewing Knowledge Sources​

In the Knowledge Base tab, you can view knowledge sources that have previously been added to the workspace.

Files can be organized into folders. From the folder area on the left, you can view existing folders or create a new folder by selecting New Folder.

You can use the search field to search through existing folders and knowledge sources.

For listed files, information such as the following may be displayed:

  • File name
  • File type
  • Size
  • Date added
  • Synchronization status

You can export the list of files in the Knowledge Base to Excel by selecting Export to Excel.

5.2. File Upload​

You can use the File Upload tab to add files from your computer to the workspace Knowledge Base.

The following file formats are supported:

File TypeSupported Formats
DocumentPDF, DOCX, TXT, ODT
Spreadsheet and DataCSV, XLSX, XLS, ODS
PresentationPPTX, ODP
Structured DataJSON, XML, YAML
Web ContentHTML
AudioMP3, WAV, M4A, OGG, FLAC, WEBM, MPEG, MPGA
ImagePNG, JPG, WEBP, GIF

After a file is uploaded, the corresponding source appears in the Knowledge Base.

You can organize uploaded files into folders and track their synchronization status from the Knowledge Base screen.

5.3. Adding a Website​

The Websites tab allows you to add web content to the Knowledge Base as a source.

To add a website, enter the relevant web address and use the available crawling and content-adding options for the source.

Once added, web sources can be managed from the Knowledge Base.

5.4. Using SharePoint Sources​

You can use the SharePoint tab to connect corporate SharePoint sources to the Knowledge Base.

Sources accessible through the SharePoint connection can be used as knowledge sources within the workspace.