AI Studio - Knowledge Base

Use Knowledge Base to make approved documents available for cited answers. Yarken captures the full source text, builds curated pages, and flags conflicting source information that needs a decision.

Open Knowledge Base

1. Open Admin > AI Studio.

2. Under Knowledge, select Knowledge Base.

Understand the four tabs

Upload a document

1. Select + Add documents.

2. Choose the document type that best describes the source and select Continue.

3. Drop your file into the upload area or browse to select it.

4. If applicable, enter a domain, effective date, or earlier version being replaced.

5. Select Add & publish.

6. Watch the capture, index, and publication stages or select Run in background. Return to Sources to inspect processing results.

Supported files: PDF, Markdown, plain text, and Word documents. The upload supports files up to 25 MB each.

For screenshots of the upload process, supported controls, and processing outcomes, see Add documents to Knowledge Base.

Choose the document type

Select the type closest to the document's purpose. This guides extraction and how curated pages are organized.

How sources become answers

1. Capture: Knowledge Base stores the uploaded source and captures its full text.

2. Curate: The system builds topic pages that summarize relevant knowledge.

3. Answer: The agent can answer using the curated pages and detailed source passages, with citations to supporting content.

A source can show Ready even while a curated page associated with it requires conflict review. Ready means the source finished processing; it does not resolve contradictory content.

Resolve conflicting information

New pages normally publish after processing. If a new document disagrees with an existing source-backed page, the affected page appears under Needs review.

1. Open Needs review and select a conflict.

2. Compare New and Existing (current page), including source filenames and the explanation of differences.

3. Select Keep new when the new information is correct, Keep existing when the published information remains correct, or Merge when both contain relevant, compatible facts.

4. For Merge, write the combined statement in the editable field and select Save merged page.

5. Verify the curated page and source citations after the decision.

Example: Two versions of the same services agreement list different suppliers and notice periods. Compare the original documents before choosing a version. Do not combine contradictory fees or contract terms without evidence. The review changes the curated page; it does not rewrite the uploaded source documents.

See Resolve Knowledge Base source conflicts for detailed steps.

Verify an answer

Open the Ask tab and ask a question about an uploaded source, such as What is the termination notice period in the managed services agreement? Follow the citation to verify the clause, supplier, and applicable version. If sources disagree, resolve the conflict before relying on the curated answer.

See Find and verify answers in Knowledge Base.

Replace or retire documents

Use Sources to review active and archived documents. Replace an outdated version when an approved document supersedes it. Archive material that should no longer guide current answers. Use the review workflow for source disagreements instead of replacing a document solely because another document differs.

See Replace or archive Knowledge Base source document.

Before publishing a source

• Confirm the document is approved for AI-supported answers and its content is current.

• Choose the right document type and identify earlier versions when applicable.

• Check that terms, metrics, and policies agree with authoritative source documents.

• Review citations and conflicts after publication.

Related articles

• AI Studio - Complete Guide

• Ask Yarken