📚 Knowledge Base
The Global Knowledge Base stores the reference material your Agents and Jobs consult when generating answers. Follow the steps below to create folders, add data, and keep everything organized.
1 Accessing the Knowledge Base​
On the left-hand navigation select Knowledge Base.
What you’ll see​
| Section | Description |
|---|---|
| Recently opened | Folders you accessed most recently. |
| Shared with me | Folders that belong to other Agents and were shared with your Organization. |
| Workspace folders | All folders created in your current workspace. |
| Search bar | Find folders instantly by name. |
2 Creating a Folder​
Click + Create folder in the upper-right corner.
- Enter a Folder name.
- Choose Upload files, Add links, or import from Google Drive.
- Select Skip setup and create folder if you want to add data later.
3 Adding Data​
After the folder is created, click + Add data to enrich the knowledge base.
Supported input methods
| Method | Details |
|---|---|
| Upload files | Drag-and-drop PDFs, DOCX, TXT, CSV, and more. |
| Add links | Paste a URL; toggle Include sub-pages to crawl linked pages automatically. |
| Import | Connect to third-party platforms: • Google Drive • |
4 Managing Content​
| Action | How to do it |
|---|---|
| Search | Use the search bar inside a folder to locate specific files or pages. |
| Re-index | Click Re-index after updating files to refresh parsed content. |
| View parsed pages | Open any URL entry to see the text captured from the site. |
| Organize | Filter by file type, source, or status to keep large folders tidy. |
5 Benefits of a Well-Curated Knowledge Base​
- Higher answer accuracy – Agents rely on authoritative, up-to-date content.
- Faster retrieval – Structured folders and search reduce response latency.
- Consistent messaging – Shared folders keep all Agents aligned on the same facts.
Need help? Contact support@xmagic.ai.