{"id":20985,"date":"2026-06-03T12:38:39","date_gmt":"2026-06-03T17:38:39","guid":{"rendered":"https:\/\/securedb.io\/kb\/?p=20985"},"modified":"2026-07-02T16:35:05","modified_gmt":"2026-07-02T21:35:05","slug":"ai-assistant-process-documents","status":"publish","type":"post","link":"https:\/\/securedb.io\/kb\/?p=20985","title":{"rendered":"AI Assistant – Process Documents"},"content":{"rendered":"\n

AI Assistant Knowledge Base Documents<\/h1>\n\n\n\n

Knowledge Base Documents provide the AI Assistant with organization-specific information that can be used when responding to users.<\/p>\n\n\n\n

Documents uploaded to the Knowledge Base help the assistant understand your organization’s processes, terminology, policies, procedures, and other reference materials.<\/p>\n\n\n\n

Uploading Documents<\/h2>\n\n\n\n
\"\"<\/figure>\n\n\n\n

To add a Knowledge Base document:<\/p>\n\n\n\n

    \n
  1. Navigate to AI Assistant Settings.<\/li>\n\n\n\n
  2. Locate the Knowledge Base Documents section.<\/li>\n\n\n\n
  3. Select Upload Document.<\/li>\n\n\n\n
  4. Choose the file you want to add.<\/li>\n\n\n\n
  5. Save your changes if prompted.<\/li>\n<\/ol>\n\n\n\n

    Once uploaded, the document becomes available to the AI Assistant.<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    Managing Documents<\/h2>\n\n\n\n

    The Knowledge Base Documents section displays all documents currently available to the AI Assistant.<\/p>\n\n\n\n

    From this area, you can:<\/p>\n\n\n\n

      \n
    • View uploaded documents<\/li>\n\n\n\n
    • Remove documents that are no longer needed<\/li>\n\n\n\n
    • Manage organization-specific reference materials<\/li>\n<\/ul>\n\n\n\n

      Deleting a document removes it from the AI Assistant’s available knowledge sources.<\/p>\n\n\n\n

      Using Documents<\/h2>\n\n\n\n

      When users interact with the AI Assistant, uploaded documents may be used to help generate responses.<\/p>\n\n\n\n

      \"\"<\/figure>\n\n\n\n

      Knowledge Base Documents are most effective when they contain:<\/p>\n\n\n\n

        \n
      • Policies and procedures<\/li>\n\n\n\n
      • Internal terminology<\/li>\n\n\n\n
      • Training materials<\/li>\n\n\n\n
      • Frequently asked questions<\/li>\n\n\n\n
      • Organization standards<\/li>\n\n\n\n
      • Process documentation<\/li>\n<\/ul>\n\n\n\n

        Documents should be kept current to ensure the assistant has access to accurate information.<\/p>\n\n\n\n

        Things to Know<\/h2>\n\n\n\n
          \n
        • Knowledge Base Documents help provide organization-specific context to the AI Assistant.<\/li>\n\n\n\n
        • Uploaded documents may be referenced when generating responses.<\/li>\n\n\n\n
        • Deleting a document removes it from the assistant’s available knowledge sources.<\/li>\n\n\n\n
        • Documents should be reviewed periodically to ensure information remains accurate.<\/li>\n\n\n\n
        • Access to upload or remove documents may be restricted based on user permissions.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"

          AI Assistant Knowledge Base Documents Knowledge Base Documents provide the AI Assistant with organization-specific information that can be used when responding to users. Documents uploaded to the Knowledge Base help […]<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_helpful_status":1,"footnotes":""},"categories":[36],"tags":[200],"class_list":["post-20985","post","type-post","status-publish","format-standard","hentry","category-admin","tag-ai-assistant"],"wps_subtitle":"","_links":{"self":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/20985","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=20985"}],"version-history":[{"count":5,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/20985\/revisions"}],"predecessor-version":[{"id":21057,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/20985\/revisions\/21057"}],"wp:attachment":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=20985"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=20985"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=20985"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}