Knowledge Interface

The Knowledge Area allows you to manage your document Collections—the foundational datasets your AI agents use for grounded reasoning and retrieval. This guide walks you through how to create, find, and manage these collections.

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1. Creating a New Collection

• Click the New Collection button at the top of the dashboard to begin.

• Assign a collection name and an optional description.

• Once created, the collection will appear in the main grid view.

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2. Viewing and Selecting Collections

Each collection appears as a folder-style card containing:

• Collection Name: The assigned title of your document set.

• Description: A brief note about the collection’s purpose.

• Tags (if any): Optional labels such as “E2E” or “Recruitment”.

• Select Button: Opens the selected collection for detailed viewing, editing, or indexing.

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3. Search and Filter

Located at the top of the dashboard:

• Search Bar: Enter keywords to find collections by name.

• Filter by Tag: Use the dropdown to filter collections based on assigned tags.

This helps you quickly locate specific datasets, especially in larger environments.

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4. Collection Options Menu

Click the three-dot menu (⋮) in the top-right corner of any collection card to manage it:

• Edit Info

  • Allows you to rename the collection or update its description and tags.

  • Useful for maintaining clear, consistent metadata.

• Delete Collection

  • Permanently removes the collection and its contents.

  • Warning: This cannot be undone. Make sure the collection is not in use by any agents before deleting.

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5. Best Practices

• Descriptive Names and Tags: Help teammates identify purpose and context at a glance.

• Organize by Function: Group documents into collections based on department, project, or use case.

• Regular Maintenance: Review and delete outdated or unused collections to keep your workspace tidy.