A Space’s is a collection of documents that provides specialized knowledge to your . By managing these documents effectively, you can create a powerful, context-aware AI assistant that understands your organization’s specific information.

Accessing the Knowledge Base

To access your Space’s Knowledge Base, navigate to the Space Settings (via the “Cog” icon in the Space header or the “Space Settings” button in the sidebar). Next, navigate to the “Knowledge Base” tab. This will take you to the complete document management interface where you can add, remove, and organize your Knowledge Base documents.

You need admin permissions in a Space to manage its Knowledge Base. If you don’t see these options, you might not have the required permissions.

Adding Documents

Adding documents to your Knowledge Base is a straightforward process:

1

Open upload interface

In the Knowledge Base tab, you’ll see a prominent upload area with “Drag & Drop” functionality.

2

Choose documents

Either drag files directly into the upload area or click “Browse” to select files from your computer.

Supported formats include PDFs and common office document types (Word, Excel, PowerPoint).

3

Monitor upload progress

A progress bar will show the upload and processing status for each document.

You can continue using Omnifact while documents are being processed. The AI will be able to use them once processing is complete.

Document Source References

When the AI assistant uses information from your Knowledge Base documents, it will automatically its sources in the . This helps you:

  • Track which documents contain specific information
  • Verify the accuracy of AI responses
  • Understand which documents are most frequently referenced
  • Build trust in the AI’s answers

For more details about how the AI references and uses Knowledge Base documents in its responses, see Knowledge Base Retrieval.

Managing Existing Documents

Once documents are in your Knowledge Base, you have several management options:

Best Practices

Follow these guidelines to maintain an effective Knowledge Base:

Keep it Relevant

Only include documents directly related to the Space’s purpose. This helps the AI provide more accurate and focused responses.

Update Regularly

Replace outdated documents with current versions to ensure your AI assistant always works with the latest information.

Organize Thoughtfully

Use clear naming conventions and remove duplicate or redundant documents to maintain a clean, efficient Knowledge Base.

Monitor Size

Be mindful of document size limits. Large files may take longer to process and could impact performance.

Tips for Success

Common Questions

Next Steps

Now that you understand how to manage your Knowledge Base, you might want to explore: