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AI Knowledge Interface

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Add & index content

  1. Go to AI Knowledge.
  2. Upload PDFs/DOCX/TXT or create pages.
  3. Click Index (or it indexes automatically).
  4. Reindex after content changes.

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Best practices

  • Keep documents clean and concise.
  • Use clear headings and consistent terminology.
  • Reindex when policies or pricing change.

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Permissions

  • Sources inherit workspace access; restrict sensitive docs as needed.
Large, unstructured PDFs reduce retrieval quality. Prefer well-structured, smaller documents.