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Knowledge Base

Overview​

The Knowledge Base is where you manage all the information your AI agents can draw from when answering customer questions. It contains two types of data sources: Documents (files, websites, or manually written text) and Catalogs (structured product or service data). Your AI agent uses semantic search to find the most relevant pieces of information from these sources to craft accurate responses.

How to Access​

  • Navigate to Tools > Aurora AI > Knowledge Base
  • Required role: Chatbot Admin

Interface Overview​

The Knowledge Base page has a tabbed layout with two main sections:

  • Documents tab - Lists all uploaded documents with a left-side panel showing document names and a right-side panel showing document chunks (content fragments)
  • Catalogs tab - Shows catalog cards with import, edit, and delete options

Features & Actions​

Add a New Document​

What it does: Uploads a new document source to the Knowledge Base. The system processes the document, extracts text, and splits it into searchable chunks.

Steps:

  1. Go to the Documents tab
  2. Click the + Add New button
  3. Enter a Name for the document
  4. Select the Type:
    • Document - Upload a file (XLSX, DOCX, TXT, PDF, TIFF, PPT; max 20 pages)
    • Website - Enter a URL and select the maximum number of pages to crawl (1-40)
    • Manual - Create a text-based document manually
  5. For file uploads, drag and drop or click the upload area to select a file
  6. For websites, enter the URL (e.g., www.aurorainbox.com) and choose how many pages to process
  7. Click Save

Important notes:

  • Accepted file formats: XLSX, DOCX, TXT, PDF, TIFF, PPT (max 20 pages per document)
  • Maximum file size: 50 MB
  • Only one file can be uploaded at a time
  • Website URLs must be valid (e.g., www.example.com or https://example.com)
  • Document processing happens in the background. You can see the progress stages: Loading, Extracting Text, Creating Groups, Creating Chunks, Exploring Website

Browse Document Chunks​

What it does: Views the individual content fragments (chunks) that were extracted from a document. Chunks are the small pieces of text the AI agent searches through.

Steps:

  1. Click on a document name in the left panel
  2. The right panel displays the list of chunks with their titles and descriptions
  3. Use the search box to find specific chunks by keyword
  4. Click Search to filter results

Add a New Chunk Manually​

What it does: Creates a custom content fragment within a document, allowing you to add specific knowledge manually.

Steps:

  1. Select a document from the left panel
  2. Click the + Add New button in the chunks panel
  3. If the document has multiple groups, select a Group from the dropdown
  4. Enter a Title for the chunk
  5. Enter the Description (the actual content)
  6. Optionally attach files by using the upload area
  7. Click Save

Edit a Chunk​

What it does: Modifies the title, description, group, or attachments of an existing chunk.

Steps:

  1. Find the chunk in the list
  2. Click the menu icon (three dots) on the chunk row
  3. Select Edit
  4. Modify the title, description, group, or attachments as needed
  5. Click Save

Delete a Chunk​

What it does: Permanently removes a content fragment from the document.

Steps:

  1. Find the chunk in the list
  2. Click the menu icon (three dots) on the chunk row
  3. Select Delete
  4. Confirm the deletion by clicking Delete in the confirmation dialog

Edit a Document Name​

What it does: Changes the display name of a document.

Steps:

  1. Click the menu icon (three dots) next to the document name
  2. Select Edit
  3. Enter the new name
  4. Click Submit

Delete a Document​

What it does: Permanently removes a document and all its chunks from the Knowledge Base.

Steps:

  1. Click the menu icon (three dots) next to the document name
  2. Select Delete
  3. Confirm the deletion in the dialog

Important notes:

  • Deleting a document removes all associated chunks
  • If an AI agent was using this document, it will no longer have access to its content

Fields Reference​

FieldDescriptionRequiredNotes
NameDisplay name for the documentYesMust not be empty
TypeSource type: Document, Website, or ManualYesDetermines what fields appear
FileThe uploaded fileYes (for Document type)Max 50 MB, accepted formats: XLSX, DOCX, TXT, PDF, TIFF, PPT
URLWebsite address to crawlYes (for Website type)Must be a valid URL
Pages to Process (Max)Maximum web pages to crawlNoRange 1-40, default 20
Chunk TitleTitle of a content fragmentYesUsed for identification
Chunk DescriptionContent of the fragmentYesThe actual text the AI searches through

Important Notes​

  • Document processing happens in the background with real-time status updates
  • A document that is still processing cannot be edited or deleted
  • Documents are shared within your organization; each agent selects which documents to use in its individual Knowledge Base tab

FAQ​

Q: What are "chunks"? A: Chunks are small fragments of text extracted from your documents. When a customer asks a question, the AI searches through these chunks using semantic search to find the most relevant pieces of information.

Q: How long does document processing take? A: Processing time depends on the document size and type. A small PDF may take seconds, while crawling a large website can take several minutes. You will see a real-time progress indicator.

Q: Can I add information that is not in a file? A: Yes, use the "Manual" document type to create documents with hand-written text, or add individual chunks manually to any existing document.

Q: What happens if I upload a document larger than 20 pages? A: Documents are limited to 20 pages. For larger documents, consider splitting them into multiple uploads or selecting the most relevant pages.