Overview

Centralized repository for files, guidance, crawlers, and Smart Tables used by AI agents

The EKB Knowledge Base is where you store and manage content that agents can search and use — uploaded files, URL imports, web crawls, connector-backed documents, guidance (Q&A / templates), and Smart Tables.

Open it from the project sidebar: Knowledge Base.

Knowledge Base sidebar

The left sidebar is the main map of the Knowledge Base:

Section	What it is
KB Data	Main file and folder browser for ingested documents
Guidance	Q&A pairs, response templates, and examples that steer agent answers (Templates)
Documents	Create and edit text documents in-product
Crawlers	Web crawlers that index sites into the Knowledge Base (Using Web Crawlers)
Smart Tables	Structured tables for extraction and automation (Smart Tables)

Under Smart Tables, open any listed table to work in it, or use + New Smart Table to create one. See Smart Tables.

Chunking, connectors, and sync schedules are configured under Project Settings → Knowledge Base (not in this sidebar). See KB Settings, Connections, and Sync & Schedule.

KB Data

KB Data is the default view: a directory of folders and files with sync status, size, and actions.

Toolbar

Control	Purpose
+ New	Add content — upload files or folders, URL Upload, create a document, or start a Crawl Website flow
Storage / word count	Total size and word count for the Knowledge Base
Download All	Download Knowledge Base data as a ZIP
Search	Find items by name
All Types / All Status	Filter the list by file type and processing status
Create Folder	Add a folder in the current directory

Directory list

The table shows Main Directory (or the folder you opened) with columns such as Name, Date modified, Added by, Size, and Actions.

• Folders and files show a status badge (for example synced) under the name when processing is complete
• Actions (⋯) opens item options such as Sync, Delete, and related resource actions

Common ways to add content:

• Upload files
• Add Confluence content or Add Google Drive content (after the connector is connected)
• Using Web Crawlers

Document detail view

Opening a file shows the document viewer: content tabs plus a details sidebar.

Content area tabs

Tab	Shows
View	The file as uploaded (when a preview is available)
Content	Extracted text used for retrieval
Chunks	Segments produced by the project’s chunking settings

Details sidebar (high level)

Area	Purpose
File details	Name, upload info, size, type, character count
Document data / Smart Table	Attach a Smart Table schema for structured extraction
Custom Metadata	Descriptive fields — User-Defined (reference) vs AI-Searchable (retrieval)
Access Tags	Who can see the document (Allow Only / Allow None)

Full guide: Tags & Custom Metadata.

Associated questions on a document can capture common Q&As tied to that file’s content.

Guidance, Documents, Crawlers, Smart Tables

Area	Start here
Guidance	Knowledge Base Templates
Documents	Create documents from the Documents sidebar item (or + New → create document from KB Data)
Crawlers	Using Web Crawlers
Smart Tables	Smart Tables — + New Smart Table in the sidebar

Troubleshooting

Symptom	What to check
New files not searchable	Wait for status to reach synced; open the file → Content / Chunks; use ⋯ → Sync to reprocess
Connector content missing	Confirm the connection under Connections; re-add or sync the resource; see Add Confluence Content or Add Google Drive Content
List looks empty	Clear All Types / All Status; check you’re not inside a nested folder; use Search
Document hidden for some users	Review Access Tags on the file (Tags & Custom Metadata)
Chunking / retrieval quality	Review KB Settings (chunk size, strategy, enrichment), then re-sync affected documents

FAQ

Can the Knowledge Base be partitioned by entity?

Yes. Knowledge Bases can be partitioned using Projects, so content is organized and isolated by the relevant entity (for example, a customer, business unit, or product line).

What preparation is required before ingestion?

Organize data into the appropriate, searchable folders before ingestion. Clear folder structure helps ensure content is set up correctly for retrieval.

What is the main latency advantage of moving from GCP Vector stores to Enterprise KB?

We are validating this internally and will publish the relevant details when they are available.

Is the retrieval trace stored and auditable later?

Yes. Vector chunks are stored within the respective Projects in the vector database, so retrieved content can be audited later.

How do we measure and improve retrieval quality?

The UI does not currently expose a dedicated retrieval-quality metric. Relevant retrieval information can be obtained through the API for further analysis.

Are there size or volume limits?

There are no specific limits based on Knowledge Base size or volume. Credit consumption scales with usage — see Credits.

Related

• Upload Files
• Tags & Custom Metadata
• Using Web Crawlers
• Add Confluence Content
• Add Google Drive Content
• Knowledge Base Templates
• Smart Tables
• KB Settings