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Knowledge Base

Learn how to build and organize your Foldspace Knowledge Base to keep agents accurate, synced, and context-aware across all content sources

Overview

The Knowledge Module is the “brain” of your embedded agent. Add sources, keep them synced, and organize them into folders so the agent can always provide accurate and relevant answers.

Adding a Source

To expand what your agent knows, you can add new sources at any time.

  1. Click + Add Source in the Knowledge module.
  2. Choose the type of source:
    • Crawl Website or Help Center — index an entire docs or FAQ site.
    • Add Single Web Page — bring in one specific page (blog, FAQ, release note).
    • Create Internal Article — write guides or best practices directly inside the system.
    • Upload File (PDF, DOCX, etc.) — import documents to expand knowledge quickly.
    • Add Training Video — use a video tutorial to enrich answers with visual context.
  3. The source will sync automatically on a weekly schedule (when opted in) and appear in your list with a status (e.g., Synced, Syncing, Failed).
  4. (Optional) Move it into a folder to keep things organized.

Tip: Keep sources focused and modular (e.g., add a single integration guide as its own source) so it’s easier to manage updates later.

Sources View

The Sources view lists all connected content. From here you can:

  • Add new sources:
    • Crawl a website or help center
    • Add a single web page
    • Create an internal article
    • Upload a file (PDF, DOCX, etc.)
    • Add a training video
  • Check sync status (Synced, Syncing, Queued, Failed)
  • View details on the last sync (indexed, discovered, skipped, failed)
  • Re-sync or remove a source when needed

Folders View

The Folders view helps you keep sources organized. Typical folder structures:

  • Internal — playbooks, FAQs, guides
  • Security & Privacy — compliance and policy docs
  • API Docs — developer references
  • Integrations — partner or third-party documentation
  • Website — indexed public content

Move sources into folders to simplify management and keep internal vs. external knowledge separate.

Best Practices

  • Mirror your customer journey with folder organization (Acquisition → Onboarding → Adoption)
  • Keep sources modular instead of adding everything into one folder
  • Review sync status regularly to catch failures early
  • Separate internal and external knowledge for clarity and access control

Updated 2 days ago