AI workspace

Maintain AI knowledge

Import, review, and update sources so agents and Copilot use reliable information.

Updated 2026-07-24For: AI managers · Content managers

Knowledge does not determine whether business content is correct. The team remains responsible for source quality, structure, and updates.

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Manage knowledge used by agents and Copilot from the resource library.

Steps

Create a knowledge base

Separate content by business boundary, such as product policy, support process, and technical guidance, instead of putting everything in one collection.

Add sources

Upload supported files with clear names. Do not use a source for live support until processing completes.

Review processing

Confirm successful status and inspect summaries or failures. Reprocess or replace a source when content changes.

Grant access

Connect the knowledge base to the required agent or Copilot configuration and test retrieval with realistic phrasing.

Test questions retrieve the correct source, answers match it, and outdated content is removed.

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