Knowledge Bases

Knowledge Bases allow you to group multiple Knowledge Sources into a single, logical unit. Instead of managing access for every individual data source (like Jira, Zendesk or Confluence), you can create a Knowledge Base and assign it to your AI Agents.

Why use Knowledge Bases?

• Unified Context: Combine data from different platforms (e.g., "Engineering Support" knowledge base containing GitHub + Confluence + Jira).
• Simplified Management: Reuse a single Knowledge Base across multiple Agents instead of configuring sources individually for each one.
• Access Control: Define who can query the knowledge base and which Agents have access to it.

How it works

1. Create a Knowledge Base: Give it a name and description.
2. Add Sources: Select which connected Knowledge Sources belong to this knowledge base.
3. Assign to Agents: Connect your AI agents to the knowledge base so they can retrieve answers from this curated set of data.

Access Control

Knowledge Bases support access control to determine who can use (query/search) them. Everyone in the organization can view all knowledge bases in the dashboard, but only authorized users can query them via chat, search, or MCP servers.

Access Setting

Each knowledge base has an access setting:

• Public: Anyone in the organization can use this knowledge base.
• Private: Only organization admins and explicitly added members can use this knowledge base.

Members

When a knowledge base is set to Private, you can add specific users as members to grant them access. Organization admins always have access to all knowledge bases regardless of the access setting.

To manage access:

1. Click the Users icon on a knowledge base row.
2. Toggle between Public and Private access.
3. If Private, add members by entering their email address.