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Knowledge BaseAdding Content

Adding Content

Add content to your Knowledge Base by uploading files, scraping websites, adding RSS feeds, syncing cloud storage, or pasting text. Each source type has its own dialog and workflow.

Where new items go: If you have a collection selected in the Knowledge Base view, the new item is created in that collection. If none is selected (All Company), the item is created in All Company. See Collections.

File Upload

Purpose: Upload files directly from your computer.

  1. Click Add and choose File Uploader
  2. The “Add File to Data Source” dialog opens
  3. Drag and drop files or click to browse
  4. Select one or more files (PDF, Word, text, images, etc.)
  5. Click Add
  6. A progress spinner appears while files are processed
  7. Status changes from Processing to Processed (or Failed)

Limits: 50 MB per file. All common document and image formats supported.

Processing: Text is extracted, segmented, and vectorized. The content becomes searchable.

Website Scraper

Purpose: Scrape content from websites.

  1. Click Add and choose Website Scraper
  2. The “Add URL to Scrape” dialog opens
  3. Enter the URL (defaults to https://)
  4. Set Max pages to scrape (0 = unlimited, default 100)
  5. Set Max depth to scrape (how many link levels to follow, default 3)
  6. Click Add
  7. Content is scraped, segmented, and vectorized

Duplicate detection: If the URL already exists, you’ll see an error. Use a different URL or delete the existing item first.

RSS Feeds

Purpose: Subscribe to RSS feeds and import articles.

  1. Click Add and choose RSS Feeds
  2. Enter one or more feed URLs (one per line)
  3. Set Max days to fetch (default 7)
  4. Click Add
  5. The feed is parsed; items are created as child objects

Structure: A parent object represents the feed; child objects are individual articles. Displayed as a tree in the grid.

YouTube Transcription

Purpose: Add YouTube videos; transcripts are extracted.

  1. Click Add and choose YouTube Transcription
  2. Enter video URLs (one per line or separated)
  3. Click Add
  4. Transcripts are generated and added to the Knowledge Base

Text Upload

Purpose: Add plain text directly (notes, copy-pasted content).

  1. Click Add and choose Text Uploader
  2. Enter a Title
  3. Paste or type the Text Contents
  4. Click Add

Cloud Storage (Google Drive, OneDrive, Dropbox)

Prerequisites: Connect the integration in Integrations first.

  1. Click Add and choose Dropbox Sync, OneDrive Sync, or Google Drive Sync
  2. A file browser dialog opens
  3. If not authenticated, you’ll be prompted to sign in
  4. Browse and select files or folders
  5. Click Sync
  6. A progress spinner appears; files are downloaded and processed

Features: Incremental sync (only modified files), change detection by hash/size/date. Folders sync recursively.

Status and Troubleshooting

Processing / Processed / Failed

  • Processing – Wait for processing to complete. Large files or many pages take longer.
  • Processed – Content is ready; Assistants and Automations can use it.
  • Failed – Check the cause and retry.

File Upload Fails

  • File too large – Must be under 50 MB
  • Unsupported format – Try PDF, Word, or plain text
  • Corrupted file – Re-save or export again

Website Scraping Fails

  • Invalid URL – Ensure the URL is correct and accessible
  • Auth required – Some sites require login; scraper may not support this
  • Blocked – Some sites block scrapers

RSS Feed Not Updating

  • Invalid URL – Verify the feed URL in a browser
  • Max days – Increase if you need older items

Cloud Sync Fails

  • Not connected – Re-authenticate the integration
  • Permissions – Ensure you have access to the selected files/folders

Progress Spinner Never Stops

  • Wait a few minutes for long operations
  • Refresh the page
  • Check for error messages

Knowledge Base Best Practices

To make answers consistently better:

  • Use clear titles and consistent naming — e.g., Product QA – Release 1.8 – Test Plan
  • Upload the “source of truth” documents — Avoid multiple near-duplicates
  • Keep key docs updated — Use cloud sync when possible
  • When asking assistants, name the document or product area — e.g., “Use our onboarding playbook”, “Reference the latest QA test plan for Release 1.8”
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