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Knowledge is content you give an assistant to reference when answering questions and completing tasks. Instead of relying solely on general training, your assistant can draw on your own documents, guides, and reference material.

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How Knowledge Works

When you add knowledge to an assistant, the assistant searches and references it automatically during conversations — you don’t need to prompt it to look things up. Knowledge is layered:

Account-Level

Shared account-wide knowledge, turned on or off per assistant with a single switch.

Team

Knowledge available to everyone who uses this assistant.

Personal

Your own private layer, visible only to you.
At runtime, all three levels merge together.
Every file you add through Choose or Upload Files is saved into a single knowledge store shared across your whole account. Anyone who can open the knowledge picker on any assistant can browse and select files uploaded through any other assistant. Don’t add anything there you wouldn’t want visible account-wide.

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Adding Knowledge

From an assistant’s Knowledge tab, click Add Knowledge to choose a source:
Pick an existing file from your account’s shared store, or upload a new one.Registered file types: PDF, Word (.doc/.docx), Excel (.xlsx), CSV, JSON, HTML, Markdown, plain text, and common image formats (PNG, JPG, GIF, TIFF, BMP, WebP).
The account-level Global Knowledge uploader (see below) only advertises PDF, CSV, TXT and MD, with a 5MB size guideline — a narrower list than what an individual assistant’s Knowledge tab actually accepts. If you’re uploading a large or less common file type, add it through the assistant’s own Knowledge tab rather than the account-level uploader.

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Account-Level Global Knowledge

Global knowledge is configured once at the account level (More → Account → Global Assistant Knowledge) as a shared pool of files, URLs, and manual entries. Making it available to a specific assistant is a single toggle — Global Knowledge, on that assistant’s General tab. It’s all-or-nothing: turning it on gives the assistant every account-level source at once. There’s no per-source picker at the assistant level. Global Knowledge is off by default on every assistant.

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Team vs. Personal Knowledge

Every assistant has two knowledge layers, managed from the assistant’s details view:
  • Team Knowledge (the Team Settings tab) — shared with everyone who uses the assistant.
  • Personal Knowledge (the Personal Settings tab) — private to you, layered on top of team knowledge at runtime.
Personal knowledge is a good way to customise a shared assistant for your own role — for example, adding your own contact list or reference notes without affecting what other team members see.

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How Large Files Are Handled

Knowledge is indexed per session, not once up front — each time you start a conversation with the assistant, its knowledge is freshly indexed for that session and discarded afterward. Nothing about the indexing is a one-time setup step. For most files this is invisible. For very large documents, keep things focused: split a large document into smaller, purpose-specific files rather than relying on one huge file for detailed recall, and keep individual files well-structured with clear headings and sections — that consistently improves what the assistant can find. There are working limits worth knowing about: URL fetches are capped in size, and the knowledge available to an assistant in a single session has an overall size cap. If an assistant seems to be missing content from a large source, that’s the most likely reason.

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Best Practices

Only add knowledge that’s genuinely useful for the assistant’s role. Irrelevant knowledge dilutes retrieval quality.
Documents with clear headings, sections, and structure are indexed more effectively than dense walls of text.
For short reference material, manual entries are easy to add — just remember they can’t be edited afterward, only replaced.
Company-wide reference material belongs in account-level Global Knowledge. Anything specific to one assistant belongs on its own Knowledge tab.
Files added through Choose or Upload Files are visible account-wide once uploaded. Keep sensitive material out of it, or restrict who has access to the assistants that can reach it.

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Next Steps

General Settings

Configure identity, timeout, and the Global Knowledge switch

Tools & Connectors

Connect to external systems

Capabilities

Image analysis, file generation, and more

Best Practices

Optimise your assistant’s performance