Your policies and procedures
Give the agent the rules behind the work. Customer policies, approval guidelines, and operating procedures help it plan the next step.
Bring your policies, playbooks, and business documents into one shared knowledge base. Appaca can search it to answer questions and power the work inside your internal tools.
| Name | Status | Size | Created at |
|---|---|---|---|
| Customer service policy | Ready | 24 KB | 30 Oct 2026 |
| Returns process | Ready | 18 KB | 29 Oct 2026 |
| Brand voice | Ready | 8 KB | 28 Oct 2026 |
| Delivery checklist | Ready | 12 KB | 30 Oct 2026 |
No knowledge found
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Add knowledge
The details that guide your team can guide your AI agent, too. Build a company knowledge base around the information your business runs on.
Give the agent the rules behind the work. Customer policies, approval guidelines, and operating procedures help it plan the next step.
Bring your voice, product details, and reference material into the brief. Give drafts the context that makes them relevant to your business.
Centralise onboarding guides, checklists, and team playbooks so the agent can draw on your process when preparing work.
Upload the documents your team relies on. Once processed, they stay available as shared workspace knowledge, ready for the agent to search across conversations.
Upload PDF, Word, Excel, text, and CSV files, up to 10 MB each.
Give each source a clear name. Add or edit tags, then find it with search and filters.
Follow processing status and see when a document is ready for the agent to use.
Ask for the outcome you need. Appaca retrieves relevant passages from company knowledge, and the agent can search for more as it works. Mention a specific source when you want to focus the task.
Your knowledge stays in the workspace. Return with a new question or a different task, without reattaching the same documents. See how Appaca AI gets work done.
An internal support tool can use your company policies to draft replies and outline next steps. Your team reviews the work in the tool. Keep reference documents in Knowledge and working records in your shared database.
More about company knowledge and how Appaca puts it to work.
Your company brain is a shared AI knowledge base for your business documents. Add policies, playbooks, product information, and reference material to Knowledge. Appaca’s AI agent can retrieve relevant passages to help it answer questions, draft content, and carry out work with your business context.
Knowledge supports PDF, XLSX, XLS, DOCX, TXT, and CSV files, with a maximum of 10 MB per upload. Use documents with readable text and spreadsheets with clear headings. Image-only scans need text extraction before upload.
Documents are processed after upload. A source becomes searchable when its status is Ready. Sources that are still processing or failed to process are not available for retrieval. Adding Knowledge requires an active plan.
Yes. Processed knowledge stays available in your workspace across conversations. Appaca can retrieve relevant passages for a request, and the agent can search the knowledge base when it needs more context. You do not need to upload the same document for each task.
Yes. Mention specific knowledge sources in your message to focus retrieval on those sources for that request. You can also refer to a source by name and ask the agent to find and use it.
Give sources clear names, add tags, and use search and tag filters to find them. You can edit names and tags after upload. When the original document changes, upload the current version and remove outdated sources so the agent has the right reference material.
Yes. Built-in AI in your internal tools can draw on workspace knowledge. For instance, a support tool can use your customer service policy and returns process to draft a reply and suggest next steps. Describe the task and the knowledge the tool should use when you build it.
Yes. Routines can use workspace knowledge as part of recurring work. Include the relevant knowledge sources in the routine’s instructions so the agent has the context it needs for tasks such as a weekly review or operations report.
Bring your company knowledge together. Put it to work with Appaca.