Skip to navigation

Knowledge library

Every folder, every expert's own knowledge and every document, in one place.

The Knowledge page in the sidebar is your workspace’s knowledge library. It shows everything your experts know: shared folders, each expert’s own knowledge, and every document inside them. Use it to see what each expert reads, find a document, move it to where it belongs, and share knowledge across experts with folders.

Admins add, rename, move, refresh and delete. Members can browse, search, filter and open every document, read-only.

The library at a glance

The top level lists folders first, then one row per expert that has knowledge of its own. The top right shows your workspace’s knowledge storage against your plan.

RowWhat it isWho reads it
FolderKnowledge several experts share: company facts, policies, a product catalog.Every expert the folder is attached to.
ExpertThat expert’s own documents.Only that expert.
The Knowledge page with one shared folder and two experts
The Knowledge page: shared folders first, then each expert with knowledge of its own.

Open a folder or an expert to see its documents. The breadcrumb at the top takes you back to Knowledge. Each place has its own address, so you can bookmark or share a link to it.

  • Inside a folder, Used by lists the experts that read it. Attach to experts changes that list; Folder actions (⋯) has Rename folder and Delete folder.
  • Inside an expert, Also reads lists the folders attached to it, and Open name’s Knowledge tab takes you to the expert’s settings.

Add knowledge

Admins see a row of actions above the list:

ActionWhat it adds
Add websitePages imported from a site. See Website import.
Upload filesPDF, Word, Markdown and text files, one at a time or a whole folder.
Create textText you type or paste: prices, policies, product details. Markdown works too.
Add FAQQuestion-and-answer pairs. See Questions and answers.
New folderAn empty shared folder, ready for documents. Shown at the top level.
Sync websitesRefreshes every website import here (in this folder, or everywhere at the top level).

At the top level, each add first asks where it goes in Add to: an existing Folder, a New folder, or an Expert. Inside a folder or an expert, it goes there.

Share knowledge across experts with a folder

1

Create the folder

At the top level, choose New folder. Give it a Name and, optionally, a Description.

2

Add documents

Open the folder and use Add website, Upload files, Create text or Add FAQ.

3

Attach it to experts

Choose Attach to experts, tick the experts that should know it, and choose Save. They read it from their next conversation.

4

Check it

On one of those experts’ Knowledge tab, the folder now shows under Shared knowledge. Ask something only the folder answers in Try a question.

You can also attach folders from the expert’s side: Knowledge tab → Shared knowledge → Choose collections. Folders and collections are the same thing.

Find a document

Use the toolbar above the list:

  • Search knowledge… matches document names, file names and page addresses. It does not search the text inside documents; use Try a question on an expert for that.
  • Type: File, Text, Web page or Questions. Pick more than one.
  • Creator: Anyone, or the person who added it.
  • Sort: Last updated, Name or Created, in either direction.

At the top level, searching or filtering shows matching documents from every folder and expert in one flat list, with a Location column. The list shows Name, Location, Status, Created by and Last updated.

Open a document

Choose a document to open its panel. It shows:

  • where it Lives in, its Size, who created it and when;
  • Used by: the experts that read it;
  • What the expert reads: the text Rydhm extracted from it (the first 20,000 characters for a long document).

From the panel, admins can Rename, Move, Edit questions (for a question-and-answer set), Retry (for a document that failed) or Delete.

Move, rename and delete

  • Move to… sends a document to another folder, a new folder or an expert. The experts that read the new place know it from their next conversation; the ones that read the old place stop.
  • Rename changes a document’s display name, or a folder’s name.
  • Delete removes a document for every expert that reads it. Tick several documents to delete them together.
  • Delete folder deletes the folder and all its documents for every expert that reads it.

Deleting can’t be undone.

Gotchas

  • A document lives in one place. It belongs to one folder or one expert, never both. To share an expert’s document, move it into a folder and attach the folder.
  • A folder with no experts attached isn’t read by anyone. Its Used by line says No expert yet.
  • Sync websites shares the website-import limit of 10 imports or refreshes an hour per workspace. Sites past it are left for later, and the confirmation says how many.
  • API keys limited to specific experts only see those experts’ knowledge and the folders they use. See Scopes.