Set an Assistant's Knowledge Scope

Knowledge scope is available for a Smart Assistant. It uses a hierarchy of Workspace → Application → Page → file.

1. Open the Smart Assistant's configuration.
2. Expand the required Workspace, Application, or Page.
3. Add the broad container or select individual files for a narrower scope.
4. Review the selection basket and remove anything the assistant does not need.
5. Save and test as a user in the intended visibility group.

Selecting a parent includes knowledge below that parent. Choosing individual files gives tighter control but may require maintenance when new files are added. An empty scope means all otherwise-permitted knowledge; it does not mean no knowledge.

Scope does not bypass document permissions. The requesting user must still be authorised to use the underlying knowledge.