Creating a Knowledge Base

Creating a Knowledge Base in Timely.ai is a straightforward process.
Each base can hold multiple items and serve as a reusable knowledge layer for different Agents or Squads.

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🪄 Step 1 — Open the Knowledge Module

1. Navigate to Builder → Knowledge
2. Click New Knowledge Base + in the top-right corner.

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🧠 Step 2 — Define the Base

In the Add Knowledge Base window:

• Name: Choose a clear and descriptive title (e.g. Support FAQs, Internal Docs, Sales Playbook).
• Description (optional): Add internal notes for organization or context.

Click Create Knowledge Base to finalize. Your new base will now appear in the list.

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📚 Step 3 — Add Items

Each Knowledge Base can contain multiple items, which are the actual content sources. Click Add Item +, then select one of the following:

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📝 Text

• Ideal for FAQs, structured guides, or internal definitions.
• Paste up to 1,000,000 characters of content.
• Click Update to save and start training.

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📄 PDF

• Upload a .pdf file from your computer.
• The platform will automatically extract, process, and index the text content.
• Click Add to confirm.

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🔄 Step 4 — Training & Status

After adding content, the system automatically begins training — converting text into vector embeddings for retrieval. You can hover over the Status indicator to view detailed information.

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🧩 Step 5 — Update or Manage

At any time:

• Click the Edit (✏️) button to rename or update the base description.
• Click the ⋮ menu beside an item to edit, delete, or retrain it.
• Adding new items will automatically trigger training again.

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💡 Tip

Keep content concise, clean, and well-structured.
Use consistent headings and avoid redundant data to improve embedding quality and retrieval precision.