As your Knowledge Base grows, you’ll want to keep it organized and up to date. Here’s how to manage your documents.

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Viewing Your Documents

Open the Knowledge Base panel to see all uploaded documents. Each document shows:
  • File name and type
  • Processing status (processing, ready, or error)
  • Size
Document list in Knowledge Base

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Document Details

Click on any document to view its details:
  • Preview — See the extracted content
Document detail view

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Replacing a Document

If a document has been updated (e.g., a new version of a policy):
  1. Upload the new version of the document
  2. Delete the old version
This ensures the AI always references the most current information.
Deleting a document removes it permanently from the Knowledge Base. It will no longer be used to answer questions. Past conversations that referenced it will still show the original responses.

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Deleting a Document

1

Find the document

Open the Knowledge Base panel and locate the document you want to remove.
2

Click the options menu

Click the more options menu (three dots) next to the document.
Document options menu
3

Confirm deletion

Select Delete and confirm. The document will be removed from the Knowledge Base.

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Best Practices

Regular cleanup

Periodically review your Knowledge Base and remove outdated documents to keep answers accurate.

Version control

When updating documents, upload the new version first, verify it’s processed, then delete the old one.

Clear naming

Use descriptive, consistent file names so your team can easily identify documents.

Use projects

Organize documents into projects to keep different teams or topics separated.