Assistant CoreAssistant Core
Web App

Knowledge Base

Upload documents and train your assistant from the Web App.

Overview

The Knowledge Base lets you upload documents so the AI can answer questions based on your content. You can manage documents directly from the Web App without needing the Admin Panel.

The Knowledge Base feature is only available if the assistant owner has enabled it. If you don't see the Knowledge Base option, contact the assistant admin.

For admin KB management (web crawling, best practices), see Knowledge Base.

Open the Knowledge Base Panel

Click 📄 Knowledge Base in the sidebar to open the Knowledge Base panel. Here you can:

  • View all uploaded documents and their processing status
  • Upload new documents
  • Train the AI on website URLs
  • See document details (file type, size, chunk count)

Upload Documents

  1. In the Knowledge Base panel, click Upload
  2. Select your files — supported formats:
FormatExtensions
PDF.pdf
Word.docx
Excel.xlsx
CSV.csv
Text.txt
  1. Documents are processed automatically:
    • Parsing — Extracts text from the file
    • Chunking — Splits into smaller segments
    • Embedding — Converts to vectors for semantic search
  2. Status indicators show progress: Processing → Completed

Train on Websites

  1. In the Knowledge Base panel, click Train Website
  2. Enter the website URL
  3. The system crawls the page, extracts content, and indexes it

This is useful for indexing FAQ pages, product documentation, or help articles.

Using Knowledge Base in Chat

Toggle the 📖 Chat Doc button in the chat input bar to enable/disable Knowledge Base search:

  • Enabled (green) — The AI searches your documents before answering and cites relevant content
  • Disabled (gray) — The AI uses only its general knowledge

When enabled, you'll see status messages like "Searching knowledge base..." while the AI retrieves relevant documents.

Keep Chat Doc enabled when asking about your uploaded content, and disable it for general questions to save credits.

Document Status

StatusMeaning
ProcessingDocument is being parsed and indexed
CompletedDocument is ready — AI can search its content
FailedProcessing failed — try re-uploading

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