Knowledge Base Management

What Is a Knowledge Base?

A Knowledge Base (KB) is a collection of documents that DocuAssist uses to answer questions. Think of it as a dedicated library for a specific topic — a product manual, a legal document set, or a team wiki.

Creating a Knowledge Base

  1. Inside your workspace, click New Knowledge Base.
  2. Enter a Name (required) and an optional Description.
  3. Click Create.

Uploading Documents

  1. Open the Knowledge Base and click Upload Documents.
  2. Drag and drop files or click to browse.

Supported Formats

FormatExtension(s)
PDF.pdf
Word.docx, .doc
Excel.xlsx, .xls
Plain text.txt
Markdown.md

Tip: You can upload multiple files at once.

Web URL Import (Premium & Team)

Instead of uploading files, you can import knowledge directly from external websites:

  1. In the Knowledge Base, scroll to Import from URL.
  2. Paste the URLs you want to import (one per line).
  3. Click Import URLs.

DocuAssist will automatically scrape the content, remove navigation and unwanted elements, and convert it into clean text for processing.

Document Processing Status

After upload, each document goes through an automatic pipeline:

StatusMeaning
PendingWaiting to be processed
ProcessingText is being extracted and indexed
CompletedDocument is indexed and ready for chat
FailedProcessing failed — try re-uploading

Processing typically takes 5–30 seconds depending on document size.

AI Wiki (Premium & Team)

AI Wiki is an intelligent summary layer built on top of your documents. When you generate a Wiki, DocuAssist reads all documents in the Knowledge Base and creates:

  • A summary page for each document — key points, entities (people, amounts, dates, companies)
  • A KB overview page — themes and connections across all documents

The Wiki is then automatically included as context in every chat query, making answers more accurate — especially for questions that span multiple documents (totals, comparisons, summaries).

Generating the Wiki

  1. Open Knowledge Base settings (gear icon).
  2. Scroll to AI Wiki.
  3. Click Regenerate Wiki.

Generation typically takes 1–3 minutes for a 10-document KB.

When to regenerate

  • After uploading new documents
  • After deleting documents
  • If answers feel outdated or incomplete

Note: AI Wiki is available on Premium and Team plans only.

Thinking Mode (Premium & Team)

Enable Thinking Mode per Knowledge Base to use advanced AI models with enhanced reasoning. This is ideal for complex documents where deeper analysis is needed (e.g., legal contracts, technical manuals).

  1. Open Knowledge Base settings.
  2. Toggle Enable Thinking Mode on.

Thinking Mode uses more tokens and may be slightly slower.

Proactive AI (Watches)

Your Knowledge Base can run continuously in the background using Proactive AI. You can configure Watches to monitor your documents for specific conditions, such as approaching deadlines, missing attachments, or contradictions.

To learn more about setting up Watches and receiving automated alerts, see the Proactive AI Guide.

Deleting Documents

Click the trash icon next to a document to delete it. This also removes all its indexed chunks from the AI's memory.

Deleting a Knowledge Base

Deleting a KB permanently removes all its documents, chunks, and conversation history.

Warning: This action cannot be undone.

    Knowledge Base Management | DocuAssist.sk