Knowledge
Index knowledge bases, control who sees what, and keep document-backed AI assistants accurate and current.
Get started & add content4 guides
Add your first document, review the whole library, and choose how content is ingested.
40·1Add Your First Knowledge DocumentThe current page offers two visible methods:40·27Manage Knowledge DocumentsHow to import content, process it in Pipeline Studio, apply access policies, embed it for search, test the result, and maintain…40·4Add Content from Documents or MarkdownThe current /knowledge-documents page exposes Documents and Markdown.40·3Choose and Configure a Processing PresetA processing preset saves the current parsing, chunking, model, prompt, enrichment, extraction, and embedding settings for reuse.
The processing pipeline6 guides
Pipeline Studio stage by stage — parsing, chunking, table summaries, enrichment, and embedding.
40·2Pipeline Studio ReferencePipeline Studio appears after selecting a document in /knowledge-documents.40·5Review and Edit Parsed MarkdownAfter Markdown Parsing completes, select View / Edit Markdown.40·6Configure Structural Nodes and ChunkingThis stage converts parsed Markdown into semantic nodes and retrieval-ready chunks.40·7Generate and Review Table SummariesComplete parsing and chunking.40·8Run LLM EnrichmentConfigure:40·9Embed and Test a Knowledge DocumentOpen Embedding after parsing and chunking are complete.
Access policies3 guides
Control who can retrieve which knowledge, down to individual documents, pages, and nodes.
40·10Manage Knowledge Access PoliciesHow to create, review, edit, and delete the policy definitions used to control Knowledge results.40·11Assign Policies to Documents, Pages, and NodesCreate policy definitions in /knowledge-policy, then assign them from a document's Access Policy step in /knowledge-documents.40·12Use Smart Policy AssignmentSmart Assign bulk-applies node policies using PII and entity types produced by LLM Enrichment.
Auto-sync6 guides
Keep knowledge current automatically — rules, scopes, triggers, dry-runs, jobs, and stats.
40·13Manage Knowledge Auto-SyncHow to create sync rules, test their scope, process existing files, monitor jobs and statistics, and govern processing presets.40·14Choose an Auto-Sync Rule ScopeBecause this is the broadest option:40·15Choose an Auto-Sync TriggerThe Trigger step decides when a matching file is processed and how failures or duplicates are handled.40·16Validate an Auto-Sync Rule with Dry-runThe dialog shows:40·17Manage Auto-Sync JobsEvery Auto-Sync processing attempt appears as a job.40·18Read Auto-Sync StatsThe Stats tab summarizes Auto-Sync activity from the last 24 hours.
AI providers & models5 guides
Connect providers, manage the model catalogue, bind defaults, and tune runtime settings.
40·28Configure AI AuthenticationWhat each tab controls, which tabs depend on administrator level, and how to validate changes safely.40·19Connect an AI ProviderOpen Provider Connections and add a provider.40·20Manage the AI Models CatalogueThe AI Models tab groups configured models by primary slot and provider.40·21Configure Default Model BindingsThe Default Bindings tab selects the active default for Generator, Embedding, Reranker, Rewriter, Table Summary, Enrichment, and…40·22Manage Runtime SettingsRuntime Settings is not shown to ordinary Workspace administrators.
Analytics & audit5 guides
Measure knowledge-base health, questions asked, and security and audit signals.
40·29Review Knowledge AnalyticsHow to use the current analytics pages to monitor Knowledge usage without exposing user content.40·23Read the Knowledge Analytics OverviewOpen /knowledge-analytics.40·24Review Knowledge Base AnalyticsOpen /knowledge-analytics-docs or select Knowledge Base in Analytics.40·25Review Question AnalyticsOpen /knowledge-analytics-query or select Questions in Analytics.40·26Review Security and Audit AnalyticsOpen /knowledge-analytics-security or select Security in Analytics.