AI Assistant — Knowledge Base
The organization knowledge base is the source of truth your AI assistant draws from when answering questions. Upload and manage documents here to keep your assistant accurate and up to date.
Overview
The Knowledge Base is a document library scoped to your organization. Any file you upload here becomes available to the AI assistant when team members ask questions in the Chat tab. The assistant will reference these documents to generate accurate, organization-specific answers rather than generic responses.
Navigate to AI Assistant → Knowledge Base to manage your documents. The page shows a searchable list of all uploaded files and an Upload file button in the top right.
Uploading Documents
Click Upload file in the top right corner to add a new document to the knowledge base. Documents are validated on upload — unsupported or potentially risky file formats will be rejected automatically.
Good candidates for your knowledge base include:
- Internal policies and procedures
- Sales playbooks and scripts
- Product documentation and FAQs
- Onboarding guides
- Compliance documents
- Training materials
Managing Documents
Use the Search documents bar to quickly find a specific file by name. As your library grows, keeping documents named clearly and consistently will make them easier to locate and maintain.
When information changes — policies are updated, playbooks are revised, new products are launched — replace the outdated file with the current version. The assistant will immediately reflect the updated content in its responses. Stale documents left in the knowledge base can cause the assistant to give outdated answers, so treat it like a living library rather than an archive.
File Restrictions
VINSI applies strict validation to all uploaded files to protect your organization's environment. The following are blocked:
- Audio files — the knowledge base is text-based; audio cannot be indexed.
- Risky file formats — executable files, scripts, and other formats that could pose a security risk are rejected automatically.
Supported formats include standard document types such as PDF, DOCX, and plain text files. If an upload is rejected, check the file format and try converting it to a supported type before re-uploading.