What Are Knowledge Bases?
Knowledge Bases let you upload organizational documents — runbooks, API docs, style guides, internal references — and make them available to Channels and Threads. When a knowledge base exists, agents automatically get access to a specialist teammate that can search and read your documents. Access Knowledge Bases from Settings → Context → Knowledge Bases in the sidebar.Creating a Knowledge Group
Knowledge is organized into groups. Each group is a collection of related documents with shared metadata.Managing Knowledge Bases requires editor or owner permissions in the organization.
- Navigate to Settings → Context → Knowledge Bases
- Click Create Group
- Fill in the group details:
| Field | Description |
|---|---|
| Name | A descriptive name for the group (e.g., “API Reference”, “Runbooks”) |
| Description | Optional context about what this group contains |
| Category | Organize by type — your organization’s category list is customizable |
| Project scope | All projects or select specific projects that should have access |
- Click Create
Uploading Documents
Once a group exists, upload documents to it:- Open the knowledge group detail page
- Click Upload Document
- Select a file from your computer
.txt, .md, .csv
Maximum file size: 4 MB per document
Documents are normalized to UTF-8 with LF line endings on upload. If you upload a file with the same name as an existing document in the group, the upload will be rejected — rename the file first.
Managing Documents
From the knowledge group detail page, you can:- Download — Retrieve the original document
- Delete — Remove a document from the group (requires confirmation)
How Agents Use Knowledge Bases
When at least one knowledge group exists in your organization, AI agents in Channels and Threads automatically gain access to a Knowledge Base Agent teammate. This specialist agent can:- List available groups — See which knowledge bases are available
- List group documents — Enumerate documents within a specific group
- Search documents — Grep-style search across all documents in accessible groups, with context lines around matches
- Read documents — Retrieve full document content with line-number references for targeted analysis
Agents only have access to knowledge groups scoped to their project. If a group is restricted to specific projects, agents in other projects will not see it.
Filtering and Sorting
The knowledge groups list page supports:- Search — Filter by group name or description
- Category filter — Show only groups in a specific category
- Sort — By name or most recently updated