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Build and verify your knowledge base

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Add reviewed information, wait for processing, and test retrieval separately.

Outcome

A controlled question is answered from current business information.

Last reviewed

2026-09-12 · Product

Before you begin

  • Knowledge Base access and a current, non-sensitive business document or FAQ.

Open the right workspace

  1. 1Sign in and open Dashboard.
  2. 2Choose Knowledge Base from the dashboard navigation.
  3. 3If the item is not shown, ask an owner to check your access and the account package.

Add and prove knowledge

  1. 1Prepare concise information without credentials, private customer data or conflicting versions.
  2. 2Use the formats and limits displayed by the upload control, then upload once.
  3. 3Wait for the processing state to finish; upload success alone does not prove the AI can retrieve it. Keep the source available for comparison.
  4. 4If the item reports an error, record that displayed state and correct the source or use the supported recovery control before uploading a replacement.
  5. 5Open Test Knowledge Base, ask a specific question whose answer is in the source, and compare the answer with the current source.

How to know it worked

  • • The processed item remains listed and a controlled test uses the correct current fact.

If something goes wrong

  • Remove or update outdated and conflicting sources before retesting; do not treat a partial or uncertain answer as verified retrieval.
  • If processing remains failed, keep the error details and use Support rather than repeatedly uploading the same file.
  • If the problem remains, open Support and describe what you expected and what appeared.
Build and verify your knowledge base