Overview
A knowledge base is a collection of sources your AI Employees search to answer accurately. You add files, pasted text, or websites. Autocampaign AI breaks them into searchable passages so the employee can find the right one. Find them under Knowledge Bases (/knowledge-bases).
Time to complete: ~10 minutes · Difficulty: Beginner
Create a knowledge base
1
New knowledge base
Click New knowledge base, give it a Name and optional Description,
and create it.
2
Add sources
Open the knowledge base and click Add source. Choose a source type (below).
Content is processed and made searchable automatically.
3
Wait for processing to finish
Each source shows an ingestion status (how far along the processing is). Once it
reads Completed, your AI Employee can search the content.
Source types
- File
- Text
- Website
Upload a document — PDF, DOCX, XLSX, Markdown, or plain text — up to 20 MB.
(Older
.xls files aren’t supported; re-save as .xlsx.)Check whether a source is ready
Sources move through Queued → Extracting → Processing → Completed (or Completed with errors, Failed, or Cancelled). The detail page shows how many sources, documents, and passages (chunks) it holds, plus the AI model used to make them searchable. Use Re-sync on a source to fetch it again and re-process it — unchanged content is skipped.Link a knowledge base to an AI Employee
Attach knowledge bases on the employee wizard’s Knowledge step, and tick the Search Knowledge Base skill on the Skills step so the employee actually searches them. You can attach several knowledge bases to one employee.FAQ
What file types are supported?
What file types are supported?
PDF, DOCX, XLSX, Markdown, and plain text, up to 20 MB per file. Text paste is
capped at 1 MB.
How does the AI Employee use it?
How does the AI Employee use it?
When the Search Knowledge Base skill is on, the employee searches the
attached knowledge bases for relevant passages and answers from them. It may
also cite the source.
My website has many pages — will it all be crawled?
My website has many pages — will it all be crawled?
Crawling is limited by your max pages (up to 200) and crawl depth (up to
5). Use include/exclude paths to focus on the right sections.
I updated a source document. How do I refresh it?
I updated a source document. How do I refresh it?
Use Re-sync on the source. Autocampaign AI processes it again and skips
unchanged content.
Troubleshooting
A source shows 'Failed' or 'Completed with errors'
A source shows 'Failed' or 'Completed with errors'
Check the file type and size (20 MB max), and that a website URL starts with
https://. Re-sync after fixing.The AI Employee isn't using my knowledge base
The AI Employee isn't using my knowledge base
Confirm the knowledge base is attached to the employee, the Search Knowledge
Base skill is ticked, and processing finished (Completed).
Hire an AI Employee
Attach this knowledge base to an employee.