Using Knowledge Bases

How to attach a Knowledge Base to a chat session and add context directly from the prompt input area.

Method 1 — From the Knowledge Base Panel

1. Open the Knowledge Base panel from the left navigation

2. Select the Knowledge Base you want to use

3. Click Add to Chat

A file icon appears in the chat interface confirming the Knowledge Base is active. The AI will now retrieve and reference your uploaded documents before generating every response in that session.

Example: A product team has a Knowledge Base named Product Launch – Q3 2026 containing their PRD, competitive landscape report, ICP research, and positioning document. They attach it to chat and prompt: Draft a go-to-market messaging framework based on our positioning and competitive gaps.

Instead of producing a generic framework, the model retrieves the relevant sections from the PRD and competitive report and builds the response directly from the team's actual strategy — not assumptions.

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Method 2 — From the Chat Input Area

You can also attach or create a Knowledge Base without leaving the chat interface:

1. Click the Plus (+) icon in the prompt input area

2. Select Create Knowledge Base to build a new one, or Upload Knowledge Base to attach an existing one

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Attaching the Full Knowledge Base vs. Specific Files

When adding a Knowledge Base to chat, you can choose how much of it to attach:

1. Attach the entire Knowledge Base when your task requires broad context — strategic planning, long-form analysis, or research-heavy prompts where multiple documents are relevant. The model references all uploaded files.

2. Attach specific files only when your task is focused and doesn't need the full collection. Inside the Knowledge Base, select only the files relevant to your current prompt and attach those to chat.

Example: Your Knowledge Base contains:

• Brand tone guide

• Three competitor teardowns

• Customer research report

• Six months of campaign performance data

If you are writing a single email campaign, attach only:

• Brand tone guide

• Most recent campaign performance data

Attaching the full Knowledge Base when only two files are relevant adds unnecessary context, reduces retrieval precision, and may produce less accurate responses.