The Knowledge Base gives an Agent a pool of documents to search and cite. An Agent will only consult its Knowledge Base when Knowledge Base is enabled in Agent settings.
Where to find this: open the Agent → kebab menu (top-right) → Agent Settings → Knowledge.
Knowledge is layered
Knowledge in SAALT lives at three levels, and an Agent searches all layers it has access to:
| Level | Where to manage it | Visible to |
|---|---|---|
| Agent | Agent Settings → Knowledge (this page) | Just this Agent. |
| Space | Space Settings → Knowledge (see Spaces) | Every Agent in the Space. |
| Global | Admin Tools → Global Knowledge (admin only) | Every Agent in the tenant. |
This page documents the per-Agent view; the Space and Global views use the same tabs and controls — they just apply at a wider scope.
The four tabs
The Knowledge Base is split into four tabs:
- Documents — uploaded files and synced Knowledge Documents.
- Index — the RAPTOR section-summary index built from those Documents. See Index tab below.
- Logs — ingestion and processing events.
- Settings — chunking, embedding, and retrieval configuration.
Documents tab
Drop files onto the upload area:
Drag and drop files here, or click to select
Each uploaded file becomes a Knowledge Document. The table shows:
| Column | What it means |
|---|---|
| Name | File or document name |
| Last Modified | When it last changed |
| Provider | Where the document came from (local upload, SharePoint, Google Drive, etc.) |
| Scope | Whether it's shared at the Space level or specific to this Agent |
| Status | Processing state (see below) |
| Tags | Knowledge tags applied to this document |
A Show inherited documents toggle above the table reveals the Space- and Global-level Documents this Agent inherits, in addition to its own.
Document status
A document's status badge tells you whether it's ready to use:
- Pending — queued, not yet processed
- Processing — being parsed and embedded
- Ready — fully embedded and searchable
- Failed — something went wrong; check the Logs tab
A document only contributes to Agent answers once its status is Ready. If you've just uploaded something and the Agent can't find it, give it a minute and refresh.
Bulk actions
Tick the checkbox at the start of each row to select documents, then use the bulk action bar:
- Download — download the original files
- Add tag — apply a Knowledge tag
- Remove tag — remove a Knowledge tag
- Re-process — run the documents through parsing and embedding again
- Force re-process — re-process even when the content hasn't changed (bypasses the content-hash check)
- Delete — permanently remove the documents
Document detail view
Click a document name to open its detail modal, which has three sub-tabs:
- Content — preview the extracted text
- Chunks — see how the document was split for retrieval
- Logs — per-document ingestion events
Index tab
The Index tab shows the Agent's Section Summaries — a hierarchical RAPTOR index built from the leaf chunks of the Documents tab. The Agent consults these summaries during retrieval; pair them with the Include AI summary in results toggle to also show the matching cluster summary alongside grounded sections in chat.
What you'll see on this tab:
- Build status at the top: "Building section summaries…", "Section summaries up to date", or "No section summaries built yet." with the last-built timestamp.
- Build now — clusters the current leaf chunks and produces summary nodes. Full rebuild discards the existing tree and re-clusters. Cancel build drops queued/delayed jobs (active jobs finish on their own).
- Scope filter and a free-text filter for title / summary / id.
- A table of summary nodes with columns Title, Level, Summary, Leaves, Updated, Actions. Click Details on a row to expand the full summary and the linked sections.
Logs tab
The Logs tab shows ingestion and processing events across all sources. If a document failed to embed, this is where to look for the reason.
Settings tab
The Settings tab is where Agent builders tune chunking, embedding behaviour, and the default Knowledge scope. Defaults are usually fine — only change these if you have a specific reason.
Tags are the easiest way to scope retrieval to a topic. Apply consistent tags as you upload, and your Agent's answers become much more targeted.