Licensed to be used in conjunction with basebox, only.
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Managing knowledge bases
Overview
The documents behind your organisation's apps: processing status, updates, deletion and limits from the admin perspective. A knowledge base is the set of files attached to an app in the "Files" tab; the app answers questions from these files with citations (RAG). As an administrator you have access to the knowledge base of every app.
What it is for
- Ensuring that apps answer from current documents – outdated policies produce outdated answers.
- Checking that a knowledge base contains only content that all users it is shared with may see.
- Recognising and fixing processing problems.
- Setting the limits per organisation for file count and size.
Where to find knowledge bases
Knowledge bases belong to apps. Open "All apps", choose Edit on the app and switch to the "Files" tab. There you see:
- the list of files with a processing status per file,
- pagination and a search field by file name – important for large knowledge bases,
- the applicable limits, e.g. "Drop up to 5000 files with a maximum size of 1,000 MB here",
- the "Upload" and "Browse" buttons and the drag-and-drop area.
As an administrator you can edit every app – including apps created by others and the shipped apps.
Step by step
Update documents:
- Open the app → Edit → "Files" tab
- Upload the new version. If it has the same file name, the old one is replaced automatically. If it has a different name, remove the old file as well, otherwise the app answers from both.
- Wait until the processing status is complete
- Save
Remove documents:
- Find the file in the list (search by name)
- Delete
- Save – the content is no longer available to the app from now on. A deleted file can be uploaded again immediately.
Add whole folders:
Drag a folder into the area or pick it in the file dialog. The original file names are kept.
Set limits per organisation:
Upload and usage limits – number and size of files per knowledge base – are set per organisation. The app then shows users the values that apply to them in the upload area. In the chat, 10 MB per file applies regardless.
What happens to the documents
On upload, the text is extracted (scans and images via text recognition), split into sections and stored as embeddings in the knowledge base. On a question, the entire knowledge base is searched – not just the first ten files – and the 20 most relevant sections go to the model. Details for users: Knowledge bases & sources · background: What is RAG?.
The documents do not leave your basebox environment; in Cloud and Server the language model also runs inside the environment. Only in the Demo do the matching sections go to Claude at Google Vertex AI (Model providers). Where the documents live technically is described under Security & Compliance → Storage.
Notes
Note
- Mind the processing status. A file becomes usable only once processing is complete. If a file gets stuck, check format and password protection – see Solving upload problems.
- Whoever may use the app sees all documents – regardless of their permissions in the source system. Unlike connectors, there is no per-user permission check here. Control access via App sharing.
- One document, many apps: every app has its own knowledge base. A document needed in several apps is uploaded to each – and maintained there.
- WRITE holders can add and remove documents. Grant WRITE to the team that is responsible for the content.
- Storage consumption per app is currently not shown in the interface; the dashboard shows tokens, users and amount per app.
Frequently asked questions
Why does the app answer from an outdated version? Because the old file is still in the knowledge base. Same file name replaces automatically; a different file name does not.
How many documents can a knowledge base contain? That is determined by your organisation's limit; the upload area shows it. All of them are searched.
Can I see which documents an answer used? Yes – as a user of the app via the source chips and the SOURCES section below every answer.
Do deleted documents become ineffective immediately? Yes. After saving, the app no longer accesses them. How deletion works technically: Deletion.
Need help? Contact support