Skip to main content

​
Overview

Upload key PDFs, docs, or slides, or connect tools like Notion and Confluence. Everything you add becomes searchable so the assistant can surface the right excerpts in chat.

​
Add documents

Upload files Supported formats: PDF, DOCX, TXT, MD, PPTX, XLSX, HTML, CSV, images (OCR).
  1. Go to Knowledge Base > Files tab
  2. Click Select files to upload
Connect tools Connect Google Drive, Confluence, or Notion to keep your knowledge base up to date automatically.
  1. Go to Knowledge Base > Connections tab
  2. Click Add a connection and follow the setup

​
Pin important documents

Pin the handful of docs everyone should see. Add a short “when to use this” note and the assistant will pull the summary automatically when a message matches that scenario.
  • Pinned documents: The assistant proactively surfaces these when relevant
  • Unpinned documents: Still searchable, but the assistant may only surface them when someone asks directly
All documents added to the knowledge base are visible to everyone in the workspace.