Collections

Collections let you group data source items and control who can view or edit them. They use the same permission model as Assistants and Automations: owner, company-level access (EDIT / VIEW / RESTRICTED), and optional user/group permissions when restricted.

All Company

All Company is the label for items that have no collection (unassigned). Everyone in the company can see All Company items. When you leave the collection selector empty or choose “All Company”, the grid shows only these unassigned items.

Data Sources (Knowledge) View

Collection selector

• At the top of the Knowledge Base view you can switch between All Company and any collection you can view.
• Super Admin continues to use the company selector; other roles see the collection selector.

Create, edit, and delete collections

• Create – Name and description. After creating, the selector switches to the new collection and the grid shows its items.
• Edit – When a collection is selected, you can change name and description.
• Delete – From the edit dialog, with confirmation. Deleting unassigns all items in that collection to All Company and removes the collection and its permissions. Documents are not deleted.

Assign items to a collection

• Use Move to collection in the row context menu.
• Options: All Company or any collection you can edit.
• Moving sets the item’s collection (or clears it for All Company) and saves.

Share a collection

• When a collection is selected, use Share to open the sharing dialog.
• Same pattern as Assistants/Automations: owner, company default, and user/group permissions.

New documents and the selected collection

When you add a document (file, URL, text, RSS, YouTube) from the Knowledge view, the new item is created in the currently selected collection if one is selected; otherwise it is created in All Company.

Why use collections

• Organize – Group related docs (e.g. by team, project, or product).
• Permissions – Limit who can view or edit a set of items without touching each item.
• Assistant scope – In an Assistant’s Data Sources tab, you see All Company and your visible collections; you can exclude whole collections or individual items from that Assistant’s knowledge scope.

Next

• Adding Content – Add files, URLs, and other sources (they go to the selected collection or All Company).