Use a knowledge base in your tasks

The client knowledge base holds searchable project materials such as product manuals, procedures and reference documents. It is separate from this public help center and is not an automatic backup of your file system.

Prepare materials

Select the correct workspace and confirm you may use the materials for the task. Prefer clear documents with extractable text; scans can differ in recognition quality and processing time. Follow the current interface's file-type and size limits.

Import and check readiness

1. Open Knowledge base from the composer or Settings → Knowledge base.
2. Select a destination and upload files, watching upload and indexing progress.
3. Wait until documents are available, then search by name or a keyword from their contents.
4. Open document details and check that preview chunks contain the information you need.

Success means a document appears in the list, can be searched and opens with content. Upload completion does not mean indexing is complete.

Reference documents in a task

Tell the employee what materials to search and request sources. Try this example:

请先检索当前工作区知识库中的产品手册，回答“如何连接消息渠道”。
只根据检索到的内容说明；列出参考文档，找不到的部分请明确说明。

Follow document links in the answer and compare them with the material. Retrieval provides evidence, but you still need to review the result.

Maintain the collection

Rename, move or confirm deletion from document details. Previews show saved indexed content. After changing a source file, check whether reimporting or rebuilding is needed instead of assuming automatic synchronization.

If local semantic search is available, follow the prompts to install its optional model and wait for indexing. If AI organization is available, it proposes names, folders, tags or summaries. Review the usage estimate before generating suggestions, then review individual changes before applying them. These model calls may consume your account balance.

When search finds nothing

Check the workspace, search scope, document status and preview. Refresh or rebuild the index as instructed. Repair damaged, encrypted or unrecognizable source files before trying again instead of repeatedly uploading the same failing file.