Skip to main content
Give your AI agents access to your organizational knowledge by uploading documents or crawling websites. Your agents can then reference this information to provide better, more contextual responses.

Document Upload

Upload FilesAdd PDFs, Word docs, and text files to create knowledge repositories

Web Crawling

Crawl WebsitesAutomatically index websites, wikis, and documentation sites

​
Quick Setup

1

Create Knowledge Base

Go to Knowledge in CloudThinker and click “Create Knowledge Base”
2

Choose Type

Select Document Upload or Web Crawler based on your content source
3

Configure Settings

  • Name: Give it a descriptive name
  • Description: Brief overview of the content
  • Access: Choose who can use this knowledge base
4

Add Content

Upload documents or set up web crawling (see sections below)

​
Document Upload

​
Supported Files

  • Text: TXT, Markdown, RTF
  • Office: Word (.docx), PowerPoint (.pptx), Excel (.xlsx)
  • PDF: Adobe PDF files
  • Web: HTML, XML, JSON

​
How to Upload

  1. Click “Upload Document”
  2. Choose your file (max 50MB)
  3. Add title and tags
  4. Click “Upload”

​
Web Crawling

​
Basic Setup

1

Enter Website URL

Provide the starting webpage URL to crawl
2

Set Limits

  • Depth: How many clicks deep (1-10)
  • Pages: Maximum pages to crawl (100-10,000)
3

Choose Schedule

  • One-time: Single crawl
  • Daily: Update every 24 hours
  • Weekly: Weekly updates
  • Manual: Only when you trigger it

​
Common Examples

  • Documentation sites (GitBook, Confluence)
  • Company wikis
  • Help centers and FAQs
  • GitHub repositories

​
Using Knowledge Bases

​
Access Modes

Always Available

AutomaticAgents automatically use this knowledge in all conversations

Manual Search

On-DemandAgents only use when you ask with #kb command

​
Agent Commands

# Search any knowledge base
@alex #kb find AWS cost optimization strategies

# Search specific knowledge base
@tony #kb:database-guide PostgreSQL backup procedures

# Let agents decide when to use knowledge (Always mode)
@oliver analyze this security incident
# Oliver automatically references security procedures

​
Agent Examples

Knowledge Types:
  • AWS documentation and guides
  • Cost optimization playbooks
  • Infrastructure procedures
Example:
@alex #kb find EC2 cost savings
→ References uploaded cost optimization guide
→ Provides specific recommendations

​
Best Practices

​
Content Organization

Document Structure

Make it Searchable
  • Use clear headings (H1, H2, H3)
  • Include table of contents
  • Add relevant keywords
  • Use bullet points and lists

Tagging

Smart Organization
  • Use consistent tag names
  • Include functional tags (security, database, aws)
  • Add priority levels (critical, reference)
  • Include department/team tags

​
Maintenance Tips

  • Review and update content monthly
  • Remove outdated documents
  • Monitor which content gets used most
  • Test search functionality regularly

​
Quick Examples

​
Example 1: Company Procedures

Name: "Operations Procedures"
Type: Document Upload
Content: 
  - Employee handbook (PDF)
  - IT policies (Word docs)
  - Emergency procedures (PDF)
Access: Always Available
Agents: All agents can reference

​
Example 2: Technical Documentation

Name: "AWS Documentation"
Type: Web Crawler
URL: "https://docs.aws.amazon.com/"
Schedule: Weekly updates
Access: Manual (#kb command)
Agents: Alex (primary), others as needed

​
Example 3: Security Policies

Name: "Security Compliance"
Type: Document Upload
Content:
  - SOC 2 checklist (PDF)
  - Security policies (Multiple PDFs)
  - Incident templates (Word)
Access: Manual (sensitive content)
Agents: Oliver (full access), others (limited)

​
Getting Started Checklist

1

Plan Your Knowledge

  • Identify key documents and websites
  • Decide on naming conventions
  • Choose access levels for each knowledge base
2

Create Your First KB

  • Create knowledge base in CloudThinker
  • Upload 3-5 important documents OR set up web crawling
  • Add proper tags and descriptions
  • Test search functionality
3

Configure Agents

  • Set knowledge base access for each agent
  • Test manual search with #kb commands
  • Configure “Always Available” for critical knowledge
  • Train your team on usage commands
4

Monitor & Improve

  • Check which content gets used most
  • Update outdated information
  • Add new knowledge based on team needs
  • Gather feedback and optimize

​
Troubleshooting

Solutions:
  • Check if agent has access to the knowledge base
  • Verify knowledge base is set to “Always Available” or use #kb command
  • Improve document titles and add more keywords
  • Test search with different terms
Solutions:
  • Check file size (max 50MB per file)
  • Ensure file type is supported
  • Verify document isn’t password-protected
  • Try uploading one file at a time
Solutions:
  • Verify the website URL is accessible
  • Check if website blocks crawlers (robots.txt)
  • Start with smaller page limits
  • Try crawling a single page first

​
Next Steps

🚀 Create Knowledge Base

Get Started NowCreate your first knowledge base and start uploading content

🤖 Configure Agents

Setup AI AgentsConfigure your agents to use your knowledge bases effectively
Success Tips:
  • Start small with your most important documents
  • Use clear, descriptive names for everything
  • Test search functionality before going live
  • Train your team on the #kb command syntax