Knowledge Sources
Connect your documents to the assistant so it can answer questions from your actual content.
Your assistant becomes dramatically more useful when it has access to your documents. Instead of giving generic answers, it can pull specific information from your team's actual content — policies, guides, reports, specifications, and anything else you've uploaded.
Connecting knowledge sources
Knowledge sources come from your Knowledge Base. Once documents are uploaded and processed there, you can connect them to your assistant so it can search through them during conversations.
To connect a knowledge source:
- Go to your assistant's settings
- Navigate to the Knowledge section
- Select which knowledge base collections the assistant should have access to
- Save your changes
From that point on, when you ask a question, the assistant automatically searches your connected documents for relevant information.
Document types that work
The knowledge base supports a wide range of file formats:
- Documents — PDFs, Word files (.docx), plain text (.txt), Markdown (.md)
- Spreadsheets — Excel files (.xlsx), CSV files
- Presentations — PowerPoint files (.pptx)
- Web content — Saved HTML pages, web scrapes
The more structured and well-written your documents are, the better the assistant can extract relevant answers. Clear headings, short paragraphs, and descriptive titles all help.
How the assistant searches knowledge
When you ask a question, the assistant doesn't just do a keyword search. It understands the meaning behind your question and finds the most semantically relevant sections across all your connected documents.
For straightforward questions, this happens almost instantly. For more complex questions that require cross-referencing multiple documents, the assistant uses deep search — a more thorough process that examines information from different sources before composing an answer.
You'll see a subtle indicator when the assistant is searching your knowledge base. If it finds relevant documents, it'll cite which ones it pulled from so you can verify the information yourself.
Configuring access
Not every conversation needs access to every document. You can fine-tune which collections are available to your assistant:
- Enable/disable collections — Toggle specific collections on or off depending on what you're working on
- Priority sources — Mark certain collections as high-priority so the assistant checks them first
- Refresh — If you've updated documents in your knowledge base, the assistant picks up changes automatically
This flexibility is especially useful if you work across multiple projects with different document sets. Keep your assistant focused on what's relevant right now.
For a broader understanding of how knowledge and memory complement each other, see Knowledge and Memory.