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Knowledge, documents and imports

Home · Knowledge, documents and imports

Project knowledge

Goal​

This page explains how to add project knowledge, verify indexing, import from an approved source and read search results with citations.

Upload a document​

  1. Open Knowledge.
  2. Select Upload.
  3. Choose the file.
  4. Enter the category or metadata requested by the UI.
  5. Start the upload.
  6. Verify that the document appears in the list.
  7. Wait for Indexed before using it as evidence.

Import from an approved source​

  1. Open Knowledge.
  2. Select the import action if available.
  3. Choose the approved source.
  4. Select the scope proposed by the UI.
  5. Start the import.
  6. Open import history to review imported, skipped and failed items.

Statuses​

StatusMeaningAction
IndexedReady for search and agentsUse the document
IngestingProcessing is still runningWait and refresh
FailedProcessing failedCheck format/source and contact support if needed
Not visibleWrong project, filter or permissionCheck active project and filters

Search evidence​

  1. Open Knowledge.
  2. Enter a business term, question or document identifier.
  3. Filter by category, source or freshness if available.
  4. Open a relevant result.
  5. Read snippet, citation, score, source label and source system when shown.