Knowledge Base
The Knowledge Base is your organization's central document repository. Unlike personal documents in "My Documents," the Knowledge Base is managed by admins and serves as the shared source of truth for the entire company.
Knowledge Base vs My Documents
| Feature | My Documents | Knowledge Base |
|---|---|---|
| Who manages it | Each user | Admins |
| Purpose | Personal file storage | Organization-wide knowledge |
| AI access | Based on your access level | Used by AI to answer questions across the org |
| Visible to | Based on access level you set | Based on access level admin sets |
| Best for | Personal drafts, work files | Company policies, procedures, handbooks |
What's in the Knowledge Base?
Admins upload documents that the entire organization (or specific departments) need access to:
- Company policies and handbooks
- Department procedures and guidelines
- Training materials
- Templates and forms
- Reference documents
- Compliance documentation
How AI Uses the Knowledge Base
When you ask the AI a question, it searches the Knowledge Base for relevant information — but only documents you have permission to access.
Example:
You: "What's our vacation policy?"
AI: Searches Knowledge Base → finds the Employee Handbook → gives you the answer with a source citation
The AI shows which document it used, so you can verify the information.
Who Can Access It?
| Role | View Documents | Upload | Manage Access |
|---|---|---|---|
| Member | via AI (based on access level) | ❌ | ❌ |
| Member (Dept. Manager) | ✅ (their departments) | ✅ | ❌ |
| Executive | ✅ | ❌ | ❌ |
| Admin | ✅ (all) | ✅ | ✅ |
Members can't see the Knowledge Base in the sidebar, but the AI still uses Knowledge Base documents to answer their questions (within their access level).