Knowledge Base

A knowledge base is a folder of documents your AI Agents can read. When an agent answers, it first retrieves the most relevant passages from its attached knowledge bases and grounds the reply in them — so answers reflect your actual policies, catalogs, and manuals instead of generic knowledge. This technique is often called RAG (retrieval-augmented generation); in practice it just means "the agent looks it up in your documents before answering".

Create a knowledge base

1. Open Knowledge Base from the sidebar. Existing folders appear as cards showing when they were created, by whom, how many files they contain, and how many AI Agents use them.
2. Click Add Knowledge Base. The dialog has two steps:
   • Info & Upload Doc — enter the Knowledge Base Folder Name (required) and an optional description, then drag files in or browse to upload.
   • Assign To — optionally share the folder with a group under Assign to Group.
3. Click Add. Uploaded documents start processing immediately.

Supported files

You can upload common business documents:

Ingestion status

Open a folder (Detail Knowledge Base) to see its documents in a table with upload time, file size, and Status:

Processing happens in the background; you can leave the page. Documents are only used by agents once they reach Finished.

AI credits

Ingesting a document consumes AI credits: Veflow parses the file, indexes its content, and generates a summary using AI. Larger documents cost more credits. Your remaining balance is visible on the Dashboard and the Subscription page.

Attach a knowledge base to an agent

1. Open your agent's studio and find the Knowledge Base section of the Configuration card.
2. Click Add to open Knowledge References.
3. Either Select from Knowledge Base to pick existing folders, or Upload New Knowledge Base to create one without leaving the studio.

One knowledge base can serve many agents, and one agent can use several knowledge bases. The folder card shows how many agents currently use it.

Sharing with groups

Use Assign Knowledge Base on a folder to share it with a group under Assign to Group. Members of that group can then use the folder with their agents. Group setup is covered in Users and Groups.

Editing and deleting

• Edit Info changes the folder name and description.
• Deleting a knowledge base is permanent. If agents still use it, they lose access to that knowledge — the confirmation dialog warns you before anything is removed.

Once your documents are Finished, test the results in the studio's Debug and Preview chat — see Creating AI Agents.