Knowledge base

The Knowledge base is the workspace source library. Use it for materials the agent and team should be able to search, cite, and revisit.

Add sources

You can add:

• A web URL.
• A PDF.
• A Word document (.doc or .docx).
• Discovered sources from an eligible industry, business type, and location search.

To add a source:

1. Open Knowledge in the Context section.
2. Add a URL or upload a supported document.
3. Wait for processing and indexing to complete.
4. Search the knowledge base to verify that the source is useful and retrievable.

Find and use evidence

Use Knowledge base search to retrieve relevant workspace sources before writing a brief, report, strategy, or content asset. Source discovery can help identify candidates, but review discovered sources before treating them as authoritative. You can rate discovered sources to improve future discovery relevance.

Maintain quality

• Prefer primary sources, approved brand material, customer research, and dated market evidence.
• Remove stale, irrelevant, duplicate, or untrusted sources.
• Keep confidential material in the appropriate workspace and never add secrets.
• Use meaningful source titles so teammates can assess a result without opening every file.
• Re-index an updated source when the source content has materially changed.

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