Uploading to Knowledge Base
Add documents to the organization's Knowledge Base so the AI can use them to answer your team's questions. Admin access required.
How to Upload
- Go to Knowledge Base in the sidebar
- Click Upload Document
- Drag and drop files or click to browse — up to 20 files, 50 MB each
- Choose the Permission Level — who can see the documents
- If you pick Department, select the Target Department
- Click Upload
Supported formats: PDF, Word, Excel (.xlsx), PowerPoint, text, CSV, Markdown, and images.
Choosing the Permission Level
The upload dialog offers:
| Level | Who Can See | Example Documents |
|---|---|---|
| Personal | Only you | Admin notes, drafts |
| Department | The chosen department | Department policies, procedures |
| Organization | Everyone | Company handbook, general policies |
| Confidential | Restricted, authorized users only | Financial reports, legal documents |
info
A Team level also exists — it can be applied to a document after upload by changing its permission level in the document's detail panel.
Best Practices
- Upload foundational documents first — handbook, HR policies, IT procedures
- Keep documents current — outdated documents lead to wrong AI answers
- Use clear file names — "Employee-Handbook-2026.pdf", not "handbook_final_v3.pdf"
- Watch permission levels — confidential material should never be Organization-level
- Remove outdated versions when uploading a new one
After Upload
Documents are processed automatically. Once ready:
- The AI can reference them when answering questions (within each user's access)
- They appear in the Knowledge Base list with a permission badge
- Duplicate files are detected and rejected