Two ways to add one
Upload files
Upload files opens a multi-select file picker. Accepted extensions:
Limit: 20 MB per file. A larger file is rejected with a clear error rather
than truncated.
JSON is not an accepted type. Convert to CSV or Markdown first.
Paste text
Paste text opens a drawer with a Name (up to 200 characters) and a Content box. The Portal describes exactly what it does: “Stored as a markdown document and indexed like any uploaded file.” Right for a policy, an FAQ, or a snippet that has no file of its own.Ingestion
Adding a source starts a pipeline: the file is stored, its text extracted, split into chunks, embedded, and indexed. Each source shows a status while that runs and the Portal polls until it settles. A completed source reports how many chunks it produced. A failed one reports why. Small text sources settle in seconds. Large PDFs take longer.Removing a source
Each row has a delete action. Removing a source removes its chunks from search.Knowledge base settings
The detail page also carries the knowledge base’s own settings:Curating well
- Text beats scans. A PDF that is an image of text extracts poorly. Run OCR first, or paste the text.
- Structure survives. Headings and complete sentences chunk better than a wall of fragments.
- Split enormous documents. A 300-page manual as one source works; as five topic-scoped sources it retrieves better.
- Delete what is stale. Retrieval has no idea a document is out of date. An obsolete policy will be returned confidently.
- Re-upload to update. There is no in-place edit — delete the old source and add the new one.