Managing Knowledge Bases
How to view, edit, update, and delete Knowledge Bases and the files within them.
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How to view, edit, update, and delete Knowledge Bases and the files within them.
Go to the left navigation panel
Click the Knowledge Base (File) icon
This opens a list of all your created Knowledge Bases. Select any one to manage it.
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
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
Adding More Files
Click Add Files
Choose Add New to upload from your system, or Choose From History to select previously uploaded files
Remove any outdated files if needed
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.
Removing Files
Click on the file inside the Knowledge Base
Select the remove/delete option
Save changes
Keep your Knowledge Base lean and relevant — outdated files reduce retrieval accuracy.
Select the Knowledge Base from the panel
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.
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