The Knowledge base is available from the Growth plan.
With the Knowledge base you upload files your AI assistant uses as background knowledge. That way it knows who you are, what you sell and how to respond, without you explaining it each time.
What is the Knowledge base?
The Knowledge base is your assistant's long-term memory. You upload documents, such as a company profile, product catalogue or FAQ, and your assistant consults that information automatically when relevant.
Examples of what you can upload:
- Company profile and services
- Product list or price list
- FAQs and standard answers
- Internal manuals or instructions
- Client data or briefings
How does it work?
- Go to Dashboard -> Assistant -> Knowledge base
- Click "Upload file"
- Select a PDF, Word document or text file
- The file is processed, usually in less than a minute
- Your assistant uses the content for relevant tasks (retrieval via RAG)
Which file types are supported?
| Type | Extension |
|---|---|
.pdf |
|
| Word | .docx |
| Text | .txt |
| Markdown | .md |
In practice
Without the Knowledge base:
"Write an email to a client about our Growth plan" -> your assistant asks: "What are the details of the Growth plan?"
With the Knowledge base (price list uploaded):
"Write an email to a client about our Growth plan" -> your assistant pulls the right information and writes the email.
Knowledge base per project
You can upload files at account level (applies to all projects) or per project, so you keep client-specific information separate.
Deleting files
Go to Dashboard -> Assistant -> Knowledge base, click the file and choose "Delete". The file is removed from the knowledge base immediately.
Combine with Projects
The Knowledge base works best together with Projects. Upload client documents in the project-specific knowledge base, so your assistant always has the right context for that client.