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Knowledge bases give agents access to your runbooks, policies, and documentation. Upload documents or crawl websites, and agents reference that content when they answer.

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How it works

  1. You add sources to a knowledge base — uploaded files, or pages crawled from a website.
  2. CloudThinker indexes the content in the background; each document shows a Pending, Processing, Completed, or Failed status in the documents list.
  3. Agents search the indexed content when you #-mention a knowledge base in chat, and can search it on their own when a task calls for workspace knowledge.
Knowledge bases are workspace-scoped: every member of the workspace can use them, and agents in other workspaces cannot.

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Create a knowledge base

1

Open Knowledge

Go to Knowledge in CloudThinker, or open Chat Settings → Knowledge.
2

Click Create KB

Click Create KB to open the creation dialog.
3

Enter the details

Give the knowledge base a descriptive title, an optional description of its purpose, and tags for organization.Success state: the new knowledge base appears in the Knowledge list.

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Add content

Open a knowledge base and click Add Documents. The dialog offers two tabs:
Drag and drop files, or click to select them:
  • Up to 10 files per upload, 10MB per file
  • Supported formats: PDF, DOC, DOCX, TXT, MD, CSV, XLSX, XLS, ODS
  • Password-protected files cannot be indexed

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Search knowledge in chat

Type # after an agent mention to open the composer’s resource picker. Its Knowledge Base column lists your knowledge bases by name — pick one to insert its name as a tag and scope retrieval to that collection. Pick Search Knowledge Base (#search-knowledge-base) instead to search across every collection in the workspace:
Ask about the content you need, in your own words — agents search by meaning, so a specific question returns better passages than a document title. See CloudThinker Language for the full prompt syntax.

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Best practices

  • Use clear headings and short sections in documents so search returns focused passages.
  • Write descriptive titles and descriptions — they help your team pick the right knowledge base.
  • Remove outdated documents and upload the current version; agents cannot tell which copy is newer.
  • Start with the handful of documents your team references most, then grow from usage.

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Troubleshooting

  • Check the documents list: only content with a Completed status is searchable.
  • Ask about the content as a specific question, and #-mention the knowledge base to scope the search to it.
  • Confirm the knowledge base belongs to the workspace you are chatting in; knowledge bases are workspace-scoped.
  • Check the file size — the maximum is 10MB per file, 10 files per upload.
  • Confirm the file type is supported (PDF, DOC, DOCX, TXT, MD, CSV, XLSX, XLS, ODS).
  • Remove password protection before uploading.
  • Verify the URL is publicly accessible over HTTP or HTTPS.
  • Some sites block crawlers; try a different starting page.
  • Turn off Deep Crawl and import a single page first to confirm the site can be read.

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Next steps

Configure agents

Meet the agents that draw on your knowledge bases

CloudThinker Language

Learn the @agent #tool prompt syntax