A Knowledge Base is a focused collection of documents that can be selected while authoring an Interview. It provides background for preparation; it does not replace participant evidence or make every statement in a document true.
Create a focused Knowledge Base
Administrators can create and edit Knowledge Bases. Give each one a name and description that explains the subject and intended use. Prefer several coherent collections over one catch-all library.
Upload source documents
- Open Knowledge Base and select a collection.
- Choose the upload action and select an approved source document.
- Wait for the document status to move through processing to Ready.
- Review the filename, version, and collection status before using the Knowledge Base in an Interview.
Indexing is asynchronous. A queued or processing document is not yet available for grounding. A failed document needs attention before the collection should be considered complete.
Replace or remove material
Replace a document when a newer approved version supersedes it. Delete a document only after checking which interview-authoring work depends on the Knowledge Base. An approved Interview revision is a pinned historical input; changing the Knowledge Base does not rewrite evidence from completed sessions.
Source quality checklist
- Use material your organization is authorized to store and process.
- Remove credentials, secrets, and irrelevant personal information.
- Prefer current, clearly titled documents with an identifiable owner.
- Separate policy, procedure, and reference material when their review cycles differ.
- Treat participant statements as evidence from the interview, not as an extension of the source library.