Create a knowledge

Every Knowledge task, from describing a knowledge base to syncing files, testing answers, and attaching it to an agent.

This guide is organized by task. Find what you want to do in the list below, then follow the steps.

A knowledge base turns source documents into content that agents can query. Qore builds a table of contents, tags, and embeddings from your files. A dataset is a named group of source files that one or more knowledge bases can use.

Task	Go to
Create a knowledge base by describing it	Create from a prompt
Start from a ready-made template	Start from a template
Build it from files I attach	Attach files
Build it from datasets I already have	Use datasets
Build knowledge while building an agent	From an agent
Group source files for reuse	Create a dataset
Add files to a dataset	Add files
Add a website's content	Crawl a website
Replace a file with a newer one	Upload a new version
Find which dataset holds what I need	Discovery
Change a knowledge base by chatting	Change it
Bring new or changed files into the knowledge	Sync files
Keep a dataset in sync automatically	Auto sync
Fix files that failed or need attention	Fix issues
Remove a file or dataset from a knowledge base	Detach or delete
See how the knowledge base changed	Versions
Check what Qore extracted from a document	Inspect a document
Ask the knowledge base questions	Try Knowledge
Compare answers between versions	Compare versions
Give an agent the knowledge base	Attach to an agent
Share a knowledge base	Share it
Find one of my knowledge bases	Find knowledge
Delete a knowledge base	Delete it

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Start a new knowledge base

Select Knowledge in the Console sidebar. Create New Knowledge sits at the top, and MY KNOWLEDGE lists the project's knowledge bases below it.

Knowledge.

Create a knowledge base from a prompt

1

Describe the knowledge

In Describe what this knowledge should hold…, describe what the knowledge base should cover.

2

Add a source

Attach files with +, or choose datasets with Datasets. See the next two sections.

3

Send it

Select the send arrow. Qore sets up the knowledge base from your description.

You don't need a dataset first. Describing the knowledge and attaching files in one step is the normal path.

Start from a template

Select a suggestion chip below the prompt, then edit its description before you send it.

Build it from files I attach

Select + in the prompt to attach files from your computer, a cloud drive, or a website. When you give several website URLs, Qore creates a dataset for each.

Build it from existing datasets

Select Datasets in the prompt, then choose the datasets. Type in Search datasets… to find one, or select + Create Dataset to make a new one.

Build knowledge from the Agent Builder or Operator

• Agent Builder — the builder chat can create a knowledge base, add the files you attach to a dataset, sync it, and attach the result to the agent you're building. See Attaching Knowledge to an Agent.
• Console Operator — ask it for a knowledge base, or give it a URL to build one from a website's content. See Use the Console Operator.

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Datasets and files

Select All Datasets, top right on the Knowledge page, to manage datasets.

Create a dataset

Select Create Dataset, then enter:

• Name — required.
• Description — optional. Use it to tell similar datasets apart.
• Source Assets — optional. Add them now or later, from Upload, Cloud storage, or Website.

Uploads can be up to 15 MB per file, and up to 25 files at once. Cloud storage adds files from Google Drive, OneDrive, or SharePoint.

Add files to a dataset

Select Upload files to dataset for the dataset, then use Attach Files to upload, choose a cloud provider, or add a website.

New files show Ready to sync. They don't contribute to answers until you sync them.

Crawl a website

In Attach Files, choose Website, then set:

Setting	Default	Range
Website URL	—	Valid URL
Maximum pages	25	1–200
Link depth	2	1–10

Select Start crawl. Crawling runs in the background, and the crawled site is added as one file.

Set the page limit before you start. A crawl that reaches its limit holds only part of the site.

Replace a file with a new version

Select ⋮ on the file, then Upload new version, and choose the replacement from your computer, Google Drive, OneDrive, SharePoint, or a website. The file keeps its name and gets the next version number. Version history lists earlier versions.

Changes in Google Drive, OneDrive, or SharePoint don't sync on their own. Upload the new version, then sync it.

Find which dataset holds what I need

Files are indexed for discovery, which searches by meaning, not by name.

• On a dataset's page, use Search this dataset.
• In the Knowledge Builder chat or the Agent Builder chat, ask for it in your own words.

Only files marked Discoverable are found. A file still Preparing for discovery doesn't appear yet.

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Work on a knowledge base

Select a knowledge base in MY KNOWLEDGE to open it. The chat is on the left, and the knowledge base's Datasets and Content tabs are on the right, with the version menu (vN ▾), + Attach, and ▷ Try Knowledge above them.

A knowledge base, on the Datasets tab.

Change a knowledge base by chatting

Type in Type here… to add sources or change the knowledge base's scope. Each reply shows its credit usage. To switch to another knowledge base, select the name at the top of the chat.

Sync files

A knowledge base changes only when you sync. Each file that syncs creates a new knowledge version, and agents use the latest completed version. On the Datasets tab, choose the scope:

• Sync ready files — every ready file across the knowledge base.
• Sync N ready on a dataset — only that dataset's ready files. Re-sync all when none are ready but the dataset needs syncing again.
• The dataset's ⋮ menu — Sync all preprocessed files, Force re-sync everything, or Retry failed files only.

A completed sync is live. There's no draft or publish stage. Check important updates in Try Knowledge first.

Turn on auto sync

On the dataset's ⋮ menu, enable Auto sync. New eligible files then sync without manual action.

Fix files that need attention

A banner such as 3 files need attention — 2 failed, 1 stale appears when files failed or a newer version is available.

1

Review the items

Select Review, or filter by All, Needs attention, Ready to sync, Processing, or Synced.

2

Check the error

Select a failed file to see its error and the stage that stopped, such as TOC_GENERATION.

3

Retry or replace

Select Retry, or ⋮ › Retry failed files only on the dataset. When retries run out, Retry is unavailable: correct the source file, then upload a new version.

For a provider rate limit, wait before retrying. An immediate retry usually meets the same limit. Qore also retries automatically within two hours.

Detach or delete a file

Select ⋮ on the file.

The file actions menu.

• Detach from knowledge — removes the file from this knowledge base only. It stays in the dataset.
• Delete from dataset — removes the file from the dataset.

To stop using a whole dataset, select its ⋮, then Detach dataset.

See knowledge versions

Select vN ▾ to see each knowledge version, newest first, and what created it. Version numbers only increase. You can query earlier versions in Try Knowledge, but you can't make an earlier version current.

Check what Qore extracted

On the Content tab, select a document, then a view:

• Content — the sections Qore found, in document order, each with its chunk count.
• Tags — labels in the form NAMESPACE:VALUE, such as DOCUMENT_TYPE or SECTION_TYPE.
• Raw extraction — the plain text Qore read. Select Download to save it.
• Summary — a short description of the whole document.

You can also open a dataset file with ⋮ › View extracted content. See Document processing.

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Test and use

Test the knowledge base

1

Open Try Knowledge

Select ▷ Try Knowledge in the knowledge base, or ▷ on its card in MY KNOWLEDGE.

2

Ask a question

Type a question in the wording your users would use, and send it.

3

Check the evidence

Open Execution Report, then select the answer's Evaluation Report. Knowledge Chunks and Citations lists the chunks behind it, most relevant first, each with its rank, title, Score from 0 to 1, and tags.

Try Knowledge, with the chunks behind an answer.

Try Knowledge answers from the selected version only. It doesn't use agent instructions, tools, or other knowledge. To clear the conversation and start again, select the refresh icon.

Compare answers between versions

In Try Knowledge, select a version from the version menu, then ask the same question. The selection affects only this test. Agents always use the latest version.

Attach it to an agent

In the agent's builder, select + Add Knowledge on the Knowledge card. See Create an agent › Add knowledge.

Share a knowledge base

Each knowledge base has its own URL. Anyone opening it needs access to the same project.

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Manage your knowledge bases

Find one of my knowledge bases

• Type part of the name or description in Search knowledge…. It doesn't search document contents.
• Use the list and grid icons to switch views.

Delete a knowledge base

Select ⋮ on its card, then delete it.

Deleting a knowledge base can't be undone. It removes the table of contents, tags, and embeddings. The source files stay in their datasets.

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Common issues

• The agent still gives the old answer after I uploaded a new version. The new version isn't synced. Sync it on the Datasets tab.
• A file shows Sync failed. Select it to see the error and the stage that stopped, then retry or upload a corrected version.
• Processing failed with "The provider rate limited the request". Wait before retrying. Repeated failures across knowledge bases usually mean a tenant-wide throttle; check with your administrator.
• Search doesn't find text inside my documents. Search matches names and descriptions. Use Try Knowledge, or discovery, to search by content.
• Try Knowledge answers differently from my agent. Try Knowledge uses only the selected version, with no agent instructions or tools.

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Related pages

• Knowledge, Datasets, and Sync & versions
• Try Knowledge, Document processing, and Knowledge: FAQs & Troubleshooting
• Use the knowledge: Create an agent

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Maintained by Abhishek Paul AI-assisted, human-approved