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Knowledge spaces

Audience: Tenant admin, data team
Goal: Upload approved documents for retrieval-augmented analysis (RAG).

Knowledge spaces let agents blend structured SQL results with unstructured context from policies, playbooks, and product documentation.

Create a space

  1. Open Knowledge (/knowledge).

Knowledge spaces
Figure: Knowledge spaces, documents, and recall tools.

  1. Click Create space and name it (for example, “Finance policies”).
  2. Use the upload wizard to add TXT, MD, or PDF files—or paste JSON import payloads.
  3. Review generated chunks and run a recall test with sample questions.

Graph view

Some spaces expose a knowledge graph for debugging how chunks relate. Use it to validate ingestion quality before enabling the space in production queries.

Tips

  • Prefer authoritative, version-controlled documents.
  • Split large wikis into focused spaces by department.
  • Test recall with real user questions before announcing availability.

Troubleshooting

IssueWhat to try
Recall returns nothingConfirm documents finished processing; broaden test query
Upload failsCheck file type and size limits
Answers ignore knowledgeVerify Edge runtime enables knowledge retrieval for your planner profile

Conversational analytics for governed enterprise data.