Company Knowledge & Document Sync

Ingest approved documents and web pages

1. Open Company Knowledge in your workspace and create or select a thematic knowledge group.
2. Upload approved files in PDF, DOCX, TXT, MD or CSV format (up to 4 MiB per file).
3. To import website content, enter a public URL to inspect candidate pages, select up to 8 relevant pages per import batch, and import their extracted text into the group.
4. Wait for document processing to reach the READY state before testing retrieval.
5. Attach up to 10 knowledge groups in your assistant’s Knowledge settings, save the configuration and launch a new preview session.

Source curation and grounding best practices

• Keep context self-contained: include product names, effective dates, currencies and conditions alongside pricing or policy rules.
• Ensure PDFs contain selectable text layers; run OCR on scanned image documents prior to upload.
• Organize documents by audience so public-facing assistants only attach groups approved for external visitors.
• Pair knowledge retrieval with explicit fallback instructions in your prompt so the assistant states transparently when a detail is not covered by its sources.
• Re-import web pages or replace document versions whenever your commercial terms or policies change.

Workspace knowledge specifications