How to upload knowledge in Assist
Save reference material as knowledge so you can reuse it beyond a single conversation. This could include brand guidelines, product information, briefs or meeting notes.
Uploading a file to chat does not automatically make it reusable knowledge. Tell Assist explicitly that you want to save it, then check where it was saved.
What you’ll learn
- How to save knowledge from chat
- How to choose the right scope
- How to organise knowledge with tags
- How to make knowledge available to a project
- How to find and update saved material
Choose where the knowledge belongs
| Scope | Use it for |
|---|---|
| Project | Material for one piece of work, such as a campaign brief. |
| Workspace | Reference material shared within a workspace. |
| Organisation | Reference material shared across the organisation. |
Check the scope before saving, particularly when working with client-specific information.
Where knowledge is stored and how it is included are separate settings. Saving something at workspace or organisation level does not mean every project automatically uses it.
Save knowledge from chat
- Open a chat in the appropriate workspace.
- If the material belongs to a project, select that project.
- Drag the file into the message input, or use the attachment button.
- Explain what the material is and ask Assist to save it as knowledge.
- Review any proposed title, scope, tags or approval request.
- Once saved, check the knowledge item in the relevant scope.
Example prompt:
This is our brand tone of voice guide. Save it as Workspace Knowledge and tag it “brand-guidelines”.
Be explicit about the destination rather than relying on Assist to infer it.
You can also provide a URL and ask Assist to save its content as knowledge. If the page requires a login or cannot be accessed, you may need to supply the content directly.
Add knowledge through the Library
You can also manage shared knowledge through Library → Knowledge.
- Select the appropriate scope.
- Click Add Knowledge.
- Choose the available option that suits your material.
- Add a clear title, relevant tags and any instructions.
- Review Include Automatically.
- Save the item and allow processing to finish.
The options and actions available depend on your access.
Add useful tags and instructions
Tags group related knowledge so you can include it together in a project.
Examples include:
- brand-guidelines
- tone-of-voice
- legal-uk
- product-specs
Agent Instructions explain how Assist should use the material.
For example:
Use this guide when drafting marketing copy. Follow the tone and spelling rules, and flag any conflict with the brief.
Make knowledge available to a project
Open the project and click Project Knowledge.
Knowledge can be included in four ways:
| Method | How it works |
|---|---|
| Added directly | Use Add Knowledge within the project for project-specific material. |
| Include Automatically | Knowledge is available automatically within its scope. |
| Individual selection | Select items under Organisation & Workspace Knowledge that are not already included automatically. |
| Knowledge Tags | Select tags to include the knowledge items carrying those tags. |
Click Save after changing the project’s selections.
Tags are not the only way knowledge becomes available. An item may still be included automatically or selected individually even if its tag is not selected.
What does Include Automatically mean?
This setting makes knowledge available automatically within its scope.
For example, organisation-level knowledge with Include Automatically enabled is available to agents across workspaces and projects.
Use it for guidance that should apply broadly. Check the scope carefully before enabling it for client-specific or specialised material.
Example: reuse brand guidelines across projects
- Save the brand guidelines as Workspace Knowledge.
- Add the tag brand-guidelines.
- Open a project that needs them.
- Click Project Knowledge.
- Select brand-guidelines under Knowledge Tags.
- Click Save.
Repeat the tag selection in other relevant projects. You do not need to upload a separate copy for each project.
Alternatively, select the document individually under Organisation & Workspace Knowledge.
Find and update saved knowledge
Open Library → Knowledge and choose the scope where the item was saved.
Find the item and click Edit to review its content, tags, instructions and automatic-inclusion setting.
When editing tags, check that any existing tags you still need remain selected before saving.
Common questions
I uploaded a file, but it wasn’t saved as knowledge. What should I do?
Ask Assist explicitly to save it as knowledge and specify the intended scope. Check that the save completes.
A file used in a conversation is not necessarily saved as reusable knowledge.
Does saved knowledge automatically appear in every chat?
No. Availability depends on its scope, your access and the relevant inclusion settings.
For project work, check Project Knowledge rather than assuming every workspace document is included.
My teammate cannot find the knowledge. What should I check?
Check where it was saved and whether your teammate has access to that scope. For use within a project, also check the project’s knowledge selections.
Do I need to upload the same file to every project?
No. Shared knowledge can be included through tags, individual selection or Include Automatically.
Does organisation-level knowledge exist?
Yes. In Library → Knowledge, select Across This Organisation to view organisation-level knowledge available to you.
Will Assist use every included document in every answer?
Not necessarily. Making knowledge available gives Assist reference material to use; it does not guarantee every response will mention every item.
Check your setup
After saving:
- Confirm the title and scope are correct.
- Check that processing has finished.
- Review the project’s knowledge selections.
- Start a new chat in the project and ask a question that requires the saved material.
- Check the answer against the original source.