Chat can create knowledge bases, add documents, query existing content, and attach knowledge bases to workflows.
Creating Knowledge Bases
Describe the knowledge base you need:
- "Create a knowledge base called Product Docs"
- "Set up a support knowledge base for onboarding guides"
- "Create a competitive intelligence knowledge base"
Knowledge bases created by Chat are immediately available to agent blocks in workflows.
Adding Documents
Add documents by attaching files, pasting text, or pointing Chat at a URL:
- "Add this PDF to the Product Docs knowledge base"
- "Add the following text to Support KB as a new document"
- "Fetch this URL and add it to the competitive intelligence knowledge base"
Chat processes and indexes the content so it can be searched later.
Querying Knowledge Bases
Ask natural-language questions:
- "What does Product Docs say about refund policy?"
- "Search Support KB for SSO setup errors"
- "What are the key differences between Pro and Enterprise plans?"
Chat can answer in the thread and cite the relevant knowledge base content when available.
Connectors
For knowledge bases that should stay current automatically, use connectors. Connectors sync documents from external services such as Notion, Google Drive, Slack, GitHub, Confluence, HubSpot, Salesforce, Gmail, and more.
Connectors are configured through knowledge base settings. After syncing, content is searchable by Chat and by any workflow agent block with that knowledge base attached.
See Knowledge Base Connectors for setup details.
Using Knowledge Bases in Workflows
Ask Chat to attach a knowledge base to an agent block:
- "Attach Product Docs to the support agent workflow"
- "Create a workflow that searches the Support KB and drafts a response"
- "Use this knowledge base as context for the outbound personalization agent"