What is Tagged Knowledge?

Tagged Knowledge lets you organise reference material and include related knowledge in a project by selecting its tags.

For example, you could tag several documents brand-guidelines, then select that tag in a project to include those documents together.

Tags are one way to include knowledge. Projects can also use knowledge added directly, selected individually, or set to Include Automatically.

How knowledge becomes available to a project

A project does not automatically receive every knowledge item simply because it exists in the workspace. Equally, leaving its tag selection empty does not mean it has no knowledge: other inclusion methods may still apply.

Where knowledge lives

Knowledge can be held at different levels:

• Project: reference material for a particular piece of work.
• Workspace: reference material available within a workspace.
• Organisation: shared reference material available across the organisation.

Organisation-level knowledge exists in Assist. You do not always need to upload the same document separately into every workspace.

In Library → Knowledge, check the selected scope to see which knowledge you are viewing.

Add tags to knowledge

1. Open Library → Knowledge.
2. Choose the appropriate scope.
3. Find the knowledge item and click Edit.
4. Add or select descriptive labels in Tags.
5. Click Save Changes.

Use clear names such as:

• brand-guidelines
• tone-of-voice
• legal-uk
• product-specs

Use the same tag on related items when you want to include them as a group.

Include tagged knowledge in a project

1. Open the project.
2. Click Project Knowledge.
3. Find Knowledge Tags.
4. Select the tags relevant to the project.
5. Click Save.

Assist includes the knowledge associated with those selected tags. Each tag shows the number of knowledge items carrying it.

Select individual knowledge items

You can include a specific item without selecting a whole tag.

1. Open the project’s Project Knowledge settings.
2. Find Organisation & Workspace Knowledge.
3. Select the items the project needs.
4. Click Save.

This section lets you select knowledge that has not already been set to Include Automatically.

Add knowledge directly to a project

For material specific to one job, open Project Knowledge and use Add Knowledge.

This is useful for a campaign brief, project reference or other material that belongs with that particular piece of work.

What does Include Automatically do?

Include Automatically makes a knowledge item available automatically within its scope.

For example, an organisation-level item with this setting enabled is available to agents across workspaces and projects. This can be useful for guidance that should apply broadly, such as the correct spelling of your organisation’s name.

Check the knowledge item’s scope and settings before enabling it, especially for material intended for a particular client or team.

Update or remove knowledge

Update a knowledge item

Find the item in Library → Knowledge, open Edit, make your changes and save.

Edit the existing item when you want to maintain a shared source rather than creating separate copies.

Remove a tag from a project

Open Project Knowledge, remove the tag from Knowledge Tags, then click Save.

Removing a tag only removes that route for including knowledge. The same item may still be available because it is selected individually, added directly or set to Include Automatically.

Common questions

Does a project automatically use all Workspace Knowledge?

No. Its available knowledge depends on what is added directly, included automatically, selected individually or included through selected tags.

Are tags the only way a project gets knowledge?

No. Tags work alongside the other inclusion methods described above.

Does organisation-level knowledge exist?

Yes. You can view organisation-level knowledge in Library → Knowledge by selecting Across This Organisation.

Do I need to upload the same file to every project?

Not necessarily. Shared knowledge can be reused through tags, individual selection or automatic inclusion. Use direct project knowledge for material specific to one project.

Does selecting a tag guarantee every document will be mentioned in every answer?

No. Making knowledge available provides context for Assist to use. It does not mean every response will quote or refer to every included item.

If Assist is missing relevant knowledge

Check that:

• You are working in the correct workspace and project.
• The knowledge item has finished processing.
• The relevant tag or individual item is selected.
• Any expected Include Automatically setting is enabled.
• Your account has the appropriate access.

After saving changes, start a new chat in the project and test with a question that requires the knowledge.