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Knowledge is your organization’s shared library of documents: company facts, house templates, research and data. The AI searches it when it writes and answers, and you can point it at a specific item by typing @ in the chat.

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Knowledge types

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Add knowledge

  1. Choose New knowledge.
  2. Choose file: PDF, DOCX, XLSX, PPTX, CSV, Markdown, TXT or JSON, up to 20 MB.
  3. Check the Document title (Weelkit fills it in from the file name) and pick the Knowledge type.
  4. Under Use this for, explain when teammates (and the AI) should use it.
  5. Under Who has access?, choose Everyone in the organization or Selected teammates only, and pick the teammates.
  6. Choose Add knowledge.
Weelkit then reads the document. Its card shows Processing until it’s ready. If Weelkit couldn’t read it, its status is Needs attention: upload a new version.

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Find and preview

Search by title or by what it’s used for, and choose Filters to filter by type, status (Ready, Processing, Needs attention or Archived), access and file type. Choose a document to preview it. PDF and DOCX files show as pages; CSV files show their first 100 rows and 20 columns. XLSX and PPTX files have no preview: choose Download original to open them. Each document’s ⋯ menu has:
  • Info: the description, type, status, access, file, size, version, who created it, and when it was created and last updated.
  • New version: pick a file, then choose Upload to confirm. The new version replaces the active one, and Weelkit reads it again. Earlier versions stay stored, but only the active version can be opened.
  • Archive: see below.
New version, Archive and Restore are available to the person who added the document, and to Managing Editors and Admins.

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Archive and restore

Archiving takes a document out of your Knowledge, and the AI stops using it. Nothing is deleted.
  1. Open the document’s ⋯ menu and choose Archive.
  2. In Archive knowledge?, choose Archive.
Archived documents appear under the Archived status filter, and can’t be opened. To bring one back, open its ⋯ menu and choose Restore. It’s back in your Knowledge, and the AI can use it again.

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Who sees what

People only see, and the AI only uses for them, the knowledge they have access to. Knowledge shared with Selected teammates only stays out of everyone else’s search, chat references and AI answers.