Overview
Chat Agent Knowledge Base lets you upload documents and URLs that Chat Agent can use as context when answering questions.
Open it from Chat Agent > Knowledge.
Supported inputs
You can add:
PDF files.
DOCX files.
Website URLs.
You can also add optional tags to make documents easier to organise.
Personal knowledge
Personal knowledge is uploaded to your own Knowledge Base. It helps Chat Agent answer using context that is relevant to you, your clinic, your documentation preferences, or your recurring workflows.
Organisation knowledge
If your organisation has organisation knowledge enabled, you may also see an Organisation Knowledge Base tab. Organisation knowledge is shared across the organisation.
Viewing and managing organisation knowledge depends on your organisation permissions. Some users can view organisation knowledge but cannot upload or delete it.
Upload files
Open Chat Agent > Knowledge.
Click Add Document.
Choose Files.
Select one or more PDF or DOCX files.
Add optional tags.
Upload the files.
Files are processed in the background. The table may show Processing until the document is ready.
Add a URL
Open Chat Agent > Knowledge.
Click Add Document.
Choose URL.
Paste the website URL.
Add optional tags.
Upload the URL.
How Chat uses Knowledge Base content
Uploaded documents are processed into smaller chunks. When you ask a question, Chat retrieves relevant chunks and uses them to improve the answer.
For best results, tell Chat Agent what source you expect it to use. For example: Use our organisation knowledge base to answer this or Use the uploaded policy document.
Troubleshooting
If a document stays in processing for a long time, refresh the page and check the status again.
If processing fails, delete and re-upload the document or contact support.
If you cannot upload organisation knowledge, ask an owner/admin to check your permissions.
If Chat does not use a document, mention the document title or tag in your prompt.