Knowledge turns supported uploaded documents into sources that apps and coworkers can reference. Use it for stable business context such as policies, playbooks, catalogs, and reference material.
Supported uploads are PDF, XLSX, XLS, DOCX, TXT, and CSV, with a maximum file size of 10 MB per upload.
Add reliable Knowledge
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Choose an authoritative source
Upload the current document, remove redundant copies, and give it a title that identifies its owner and purpose.
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Upload the file with its tags
Use a supported format no larger than 10 MB, and split very large material by topic first. Add any tags now, because tags cannot be changed after upload.
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Wait for it to reach Ready
A source only becomes available once processing finishes. Deal with a failed source before assigning it, since a failed source contributes nothing.
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Assign and test
Assign the source to the intended app or coworker and ask questions whose answers you can verify against the original.
Knowledge versus Data and Storage
Use Knowledge for reference documents. Use Data for structured records that apps filter and update. Use Storage for chat attachments and files produced or used by apps.
Source maintenance
Treat Knowledge as managed reference material. Replace outdated policies, use tags consistently, and test after significant document changes. If two sources conflict, resolve the content or define source priority in coworker instructions.