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Knowledge Base

The Knowledge Base is used to manage and organize enterprise documents, providing Retrieval-Augmented Generation (RAG) capabilities for agents. By importing professional documents, you can enable agents to accurately understand business domains and produce high-quality responses.

Access Path​

  • Console → Sidebar Knowledge Base
  • Or navigate directly to /knowledge-base

Knowledge Base List​

Upon entering the Knowledge Base page, you can see cards for all created knowledge bases. Each card displays:

InformationDescription
NameKnowledge base name
CategoryCategory label
LanguageDocument language (default: English)
DocumentsNumber of associated documents
Linked AgentsNumber of associated agents
Last UpdatedMost recent modification time

The list supports infinite scrolling to automatically load more content. When no knowledge bases have been created, an empty state guide page is displayed, introducing the four key values of knowledge bases: Enhance AI understanding, Improve response efficiency, Ensure output quality, and Enable continuous optimization.

Creating a Knowledge Base​

Creating a knowledge base involves two stages:

Stage 1: Fill in Basic Information and Save​

  1. Click the "Create Knowledge Base" button

  2. Fill in the basic information:

    • Name: Unique identifier for the knowledge base (required)
    • Description: Detailed description of the knowledge base
    • Category: Select from 12 preset categories

  3. Click "Save Knowledge Base" to save the basic information

Note

You must save the knowledge base to obtain an ID before uploading or selecting files. The upload button is disabled until the knowledge base is saved.

Stage 2: Upload and Manage Files​

After saving, you enter the editing page where you can start adding files:

  • Direct Upload: Click the upload button or drag and drop files onto the page
  • Select from Storage: Switch to the "Storage" tab in the file selector and choose from existing files

Supported File Formats: PDF, DOCX, PPTX, XLSX

Available Categories​

CategoryCategoryCategory
TechnologyProductSupport
LegalFinanceMarketing
Human ResourcesR&DSales
OperationsDesignOther

Edit Page Layout​

The edit page uses a three-column layout:

AreaPositionFunction
Basic InformationLeftName, description, category, statistics panel (selected files count/total size)
Folder TreeMiddleHierarchical folder structure, supporting create/edit/delete folders
File ListRightList of added files, supporting grid/list view toggle

File Management​

Folder Organization​

  • Create hierarchical directory structures in the folder tree
  • Create, edit, and delete folders
  • Files uploaded after selecting a target folder are placed in that folder

Upload Methods​

  • Click to Upload: Select local files via the upload button
  • Drag and Drop: Drag files or folders directly; folder hierarchy is automatically parsed
  • Select from Storage: Choose from existing files in the Storage module

Batch uploading and folder structures are supported.

File Search and Filtering​

  • Search by file name in the file list
  • Toggle between grid view and list view

Batch Operations​

  • Box-select (mouse drag) to select multiple files
  • Use Delete or Backspace keys to quickly delete selected files
  • The bottom status bar shows the number of selected items and provides a batch delete entry

File Status​

Each file has two status dimensions:

Processing Status​

StatusDescription
ProcessedFile has been processed and is available for agent retrieval
ProcessingFile is currently being processed by the system
Processing FailedFile processing encountered an error; please check the file format

Association Status​

StatusDescription
AssociatedFile has been successfully linked to the knowledge base
Pending AssociationFile is awaiting association processing
Association FailedFile association encountered an error

Integration with Agents​

The primary purpose of the Knowledge Base is to provide RAG (Retrieval-Augmented Generation) capabilities for agents:

  1. In the "Knowledge Base Integration" section of the agent configuration page, select the knowledge bases to associate
  2. Agents can retrieve relevant document content from the knowledge base as context
  3. Multiple knowledge bases can be linked simultaneously

See Agent Overview - Knowledge Base Integration for details.