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Home/Docs/Knowledge
AI & automation

Knowledge

Knowledge is where you build the material the AI assistant draws on. Upload a document or paste text, and the assistant can then answer grounded in it and cite exactly where an answer came from.

Last checked against the product 31 August 2026 by Harsh Kalia

On this page
  • Adding a source
  • Using a source
  • Sources that come from File Manager
  • How to
  • Good to know

Adding a source

You can add a source two ways: upload a file (PDF, TXT, or MD) through the dropzone, or paste raw text directly to index it.

Every source moves through a processing pipeline with a visible status: pending, parsing, ready, or failed. The page checks for updates every 2 seconds while anything is still processing, so you don't need to refresh manually.

Using a source

Once a source reaches ready, a "Chat with this source" action jumps straight into the Assistant with that source already attached, so your first question is already scoped to it.

Deleting a source removes its indexed content permanently. There's no undo, so re-adding it means uploading or pasting it again.

Sources that come from File Manager

A source doesn't always start on the Knowledge page. Files uploaded through File Manager are automatically queued into the same indexing pipeline, and once indexed they show up here marked as "linked to document" rather than as a direct upload.

If a File Manager upload fails to index, it can be retried manually from the file's own page rather than re-uploaded from scratch.

How to

How to add a document the assistant can cite

  1. Go to Knowledge and either drop in a PDF/TXT/MD file or paste text directly.
  2. Wait for the status to reach ready. This can take a few seconds while it's parsed and indexed.
  3. Use "Chat with this source" to ask the assistant questions grounded in that content, or just ask in any chat once it's ready.

Good to know

  • Deleting a source is permanent. Its indexed chunks are gone and can't be recovered, only re-added from the original file or text.
  • A file uploaded in File Manager is indexed automatically; you don't have to also add it separately on the Knowledge page.

Related modules

  • AssistantThe full-page AI chat that can look up and change workspace records under a mode you control, with every write pausing for approval.
  • File ManagerFirm-wide document storage with folders, case and category linking, and automatic AI indexing for search.
  • CanvasCollaborative rich-text notes with real-time multi-user editing and an inline AI autocomplete you can turn on while you write.
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