Knowledge bases and conversation attachments

A knowledge base holds information that a team uses over time and makes it available for retrieval when an agent answers questions. Conversation attachments support the current task, such as a one-time summary, comparison, or extraction.

Need

Use

Compare two documents once

Attachments in a new conversation

Repeatedly answer questions about a product manual

A knowledge base bound to an agent

Share policies across several agents

Material maintained in Resource Center and bound to each agent

Analyze business tables with defined metrics

Structured imports and NL2SQL semantics

Add business interpretation or approved answers to document Q&A

RAG business rules or standard Q&A

From source material to an answer

Create the knowledge base → import material → wait for file processing → inspect originals and chunks → bind the agent → ask questions and verify sources.

A knowledge base can show Ready while individual files are still processing. A file appearing in the list does not mean parsing and indexing have finished. Check each target file before validating answers.

Next: Create a knowledge base.

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