Managing Knowledge Bases

How to view, edit, update, and delete Knowledge Bases and the files within them.

Viewing Your Knowledge Bases

1. Go to the left navigation panel

2. Click the Knowledge Base (File) icon

This opens a list of all your created Knowledge Bases. Select any one to manage it.

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Available Actions

When you select a Knowledge Base, three actions are available:

• Add to Chat — Attach the Knowledge Base to your current chat session

• Edit — Enter the internal view to modify the Knowledge Base

• Delete — Permanently remove the Knowledge Base

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Editing a Knowledge Base

Click the Navigation icon on a selected Knowledge Base to enter its internal view. From here you can:

• Rename the Knowledge Base

• Add more files

• Remove existing files

• Select specific files to attach to chat

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Adding More Files

1. Click Add Files

2. Choose Add New to upload from your system, or Choose From History to select previously uploaded files

3. Remove any outdated files if needed

4. Save changes

Example: Your agency completed Q2 competitor research. Inside the existing Knowledge Base, remove the Q1 analytics reports, add the Q2 updated reports, and keep the brand strategy documents unchanged — without rebuilding the Knowledge Base from scratch.

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Removing Files

1. Click on the file inside the Knowledge Base

2. Select the remove/delete option

3. Save changes

Keep your Knowledge Base lean and relevant — outdated files reduce retrieval accuracy.

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Deleting a Knowledge Base

1. Select the Knowledge Base from the panel

2. Click Delete

This permanently removes the Knowledge Base. Files stored in your upload history are not affected and remain in your workspace unless deleted separately.