DocsKnowledge
Manage knowledge blocks that provide context to the AI for more accurate responses.
Knowledge blocks are pieces of context that help the AI understand your data, business logic, and conventions. The Knowledge page uses a split-pane layout with a searchable list on the left and an inspector on the right.
Permissions
Access to knowledge blocks depends on your role.
| Role | Visibility | Actions |
|---|---|---|
| Admin | All blocks (Global and all User-scoped) | Create, edit, delete, bulk actions |
| User | Global blocks (read-only) + own User-scoped blocks | Create and edit own User-scoped blocks only |
Browsing knowledge blocks
The left pane shows all knowledge blocks in a table with columns for key, summary, scope, usage mode, and last-updated date. Click any row to open it in the inspector.
Searching and filtering
Use these controls to narrow down the list of blocks.
- Search — Filter blocks by content
- Scope toggle — Show All, User-scoped only, or Global only
Scopes
Each knowledge block belongs to one of two scopes.
| Scope | Description |
|---|---|
| Global | Available to all users across the platform |
| User | Personal context tied to a specific user |
Usage modes
Every block has a usage mode that controls how the AI interacts with it.
| Mode | Description |
|---|---|
| Auto-capture | The AI automatically learns and updates this block from conversations |
| Manual | Only admins can create and edit this block; the AI uses it but doesn't modify it |
| Disabled | The block is stored but not used by the AI |
Creating a knowledge block
Click the + Add Knowledge button to open the creation dialog. Fill in the block key, summary, content, and select a scope and usage mode. Save to add it to the list.
Non-admin users can create User-scoped blocks for themselves. The scope and user selectors are not shown — blocks are automatically scoped to the current user.
Editing in the inspector
Click a block to open the inspector on the right. You can edit the following fields:
- Summary — A brief description of what the block contains
- Usage Mode — How the AI uses this block
- Content — The full knowledge text
Click Save to apply changes. The inspector also shows the block's usage count (how often the AI has referenced it) and version history.
Bulk actions (Admin)
Select multiple blocks using the checkboxes, then use the bulk action bar at the bottom.
| Action | Description |
|---|---|
| Set Mode | Change usage mode for all selected blocks |
| Compact | Consolidate redundant blocks into fewer, cleaner entries |
| Promote to Global | Move user-scoped blocks to global scope |
| Delete | Remove all selected blocks |
The Compact operation analyzes selected blocks and merges overlapping or redundant content. This helps keep the knowledge base clean and focused.