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Add documents to Knowledge Base

Use Knowledge Base to provide approved source documents to AI agents. Original source is preserved; curated pages capture main topics.

Example: Upload policy that answers contract renewal questions

Scenario: Vendor management wants AI to answer notice-period questions from an approved contract policy.

  1. Select Policy & Governance for policy document. Use Other only when standard types do not fit.

  2. Upload approved .pdf or .docx; choose Vendor Management as domain if appropriate.

  3. Set effective date when policy becomes applicable. Use replacement option only when document supersedes an earlier source.

  4. After upload, check Sources status, then ask direct question about notice period in Ask.

  5. Read citation to verify exact clause. If source disagrees with another document, resolve it in Needs review.

Upload documents

  1. Go to Admin > AI Studio > Knowledge > Knowledge Base.

  2. Select Add documents.

  3. Choose document type that best fits content. Options include SOP / Process, Policy & Governance, Glossary / Terms & KPIs, Standard / Framework, Taxonomy / Reference Data, and Other.

  4. For Other, enter description of document content to guide extraction.

  5. Select Continue.

  6. Drag files into upload area or browse. Supported formats: .pdf, .md, .txt, .docx. Maximum 25 MB per file; multiple files supported.

  7. Optional: Open Details and choose domain, effective date, and earlier document replaced.

  8. Select Add & publish to add source content and its generated pages to Knowledge Base.

Optional details

  • Domain: Organizes library for browsing; does not change meaning of source.

  • Effective date: Use for versioned material when source becomes applicable on specified date.

  • This replaces an earlier version: On publish, older document's pages retired and original archived for audit.

Verify uploaded material

Open Sources to check capture status; open Pages to review curated results. Use Ask to test question whose answer appears in document and check citation.

Full source text remains available even when detail does not appear in curated page. Image-based data retrieval supported only from PDF files.

Note: Add & publish publishes material inside Knowledge Base. It is unrelated to publishing this Confluence help article. Confirm source approved before using it.