How do I connect a knowledge base to my assistant?
A knowledge base grounds your assistant's answers in your real content — docs, help center articles, sitemaps, or uploaded files. CMD+K crawls and chunks the source, generates embeddings, and the assistant retrieves the most relevant chunks on every question. Citations are shown inline so users can verify answers.
Three source types
- Website / URL — a single page, a crawl that follows same-site links from the page you give us (up to Max pages — 1 to 200, default 50 — minus any Exclude paths), or a sitemap.xml whose every entry is fetched, nested sitemap indexes included. Re-indexed automatically on the cadence you pick (every 6 hours up to weekly; daily by default).
- File upload — PDF/MD/TXT/DOCX up to 20 MB each; ideal for handbooks and PDFs you don't host publicly.
- Pasted text — a doc or FAQ pasted directly as Markdown or plain text.
Sources vs. assistants
Sources are indexed once per workspace and shared. Each assistant only searches the sources attached to it — the Attach to assistants list when you add a source, or the assistant's Knowledge tab afterwards. A source attached to no assistant is indexed but never used, and the Knowledge page flags it.
How retrieval works
- Each source is chunked heading-aware, roughly 1,000 characters per chunk with a small overlap.
- Chunks are embedded once at ingest time and stored in your workspace; a re-sync replaces the previous chunks.
- On every user question, we embed the query and pull the top-K nearest chunks.
- Chunks are injected into the system prompt with source URLs so the model can cite.
When a source ends up in Error
A large crawl is indexed in slices, and each slice is checkpointed, so a sync that is interrupted resumes where it stopped rather than starting over. That applies from the very first step: listing the pages to crawl is itself checkpointed, so a big site that dies while still being mapped is retried rather than being reported as a plain timeout.
A source that has never finished a sync is retried on a fast ladder — roughly 10 minutes after the failed attempt, then 20, 40 and 80 minutes — instead of waiting for its normal cadence. A source that has indexed successfully before keeps the content it already has, so it waits for the next scheduled run rather than retrying immediately. After the fifth consecutive failure a never-indexed source falls back to the normal (slower) cadence, and Re-sync always retries it right away.
- "Sync kept crashing and was stopped early (N of M pages fetched)" — we retried and gave up. Whatever was indexed before that point is kept and stays searchable. Re-sync to continue.
- "Sync kept crashing before it could list the pages to index" — the crawl never got past mapping the site. Re-sync, or lower Max pages / point the source at a smaller section.
- "Indexing stopped early: N pages in a row timed out" — the site is most likely rate-limiting the crawler. Re-sync later.
- "Sitemap contained no page URLs" — the URL is not a sitemap, or it is an index with no entries. Point the source at the homepage instead.
Improving answer quality
- Prefer sitemaps over hand-picked URLs — broader coverage wins.
- Keep headings descriptive; chunk boundaries follow your H1/H2 structure.
- Re-sync after major content updates so embeddings stay fresh.
- Add a system-prompt rule: "Always cite sources. If unsure, say so."
Next steps
FAQ
- Why doesn't my assistant use a source I added?
- It isn't attached. Open the assistant → Knowledge tab and tick the source, or tick the assistants when adding the source. The Knowledge page shows which assistants each source is attached to.
- How often is the knowledge base refreshed?
- URL sources re-index daily by default. Each source has a cadence selector (every 6 hours up to weekly) on the Knowledge page, and Re-sync refreshes it right now. A source whose very first sync failed is an exception: it is retried within about 10 minutes rather than waiting for the next daily cycle. Uploaded files and pasted text don't change on their own, so they aren't re-crawled.
- What file types are supported?
- PDF, Markdown, plain text, and DOCX, up to 20 MB per file. Total knowledge storage is 50 MB per workspace on the trial and AI Adopter plans, 250 MB on AI Pilot; URL sources are capped at 1 (trial), 2 (AI Adopter) and 10 (AI Pilot).
- Can I exclude pages from a crawl?
- Yes — use the Exclude paths field (one path pattern per line, * matches the rest of the path, e.g. /blog/*) when creating a URL source. Skipped pages don't count toward Max pages.
- Are answers always grounded in the knowledge base?
- Only when the retrieved chunks are relevant enough. If nothing matches, the assistant falls back to general knowledge unless your system prompt forbids it.