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At the end of this page, you have a knowledge base with its first source imported and parsing. A knowledge base is an organization resource, so any agent in your organization can answer from it.

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Before you start

Before you start, sign in to the dashboard and select the organization you want to work in.
  • Your role must allow resource management. The Viewer, Billing, and Auditor roles cannot create knowledge bases. See Roles and permissions.

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The Knowledge bases page

Knowledge in the sidebar opens the Knowledge bases page. Each card shows the name, the description, the document count, and when it was last edited and by whom. Importing appears while new documents arrive. The footer shows the index status, or No index yet. A knowledge base that has documents but no retriever shows Set up search instead, which opens its Retriever tab. The actions menu of a card or table row holds Open, Edit, and, for organization admins, Delete. When no knowledge base exists yet, the page shows No knowledge bases yet with a Create knowledge base button.

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When chunk storage fills up

On a plan with a chunk limit, the Knowledge bases page warns you once per browser at 50% and again at 70% of the limit. The dialog reads You’ve used 50% of your chunk limit, with the share you reached, and Nothing has stopped. This is just so it isn’t a surprise later. It states the chunks left, with Got it, See what’s using it, and Go to billing. At the limit, each knowledge base page shows Knowledge base storage is full. New content is not added until you free up space or upgrade. Your agents keep answering from what is already stored. Delete content opens the Documents tab, and Go to billing opens your plan settings. If a Premium plan ends while you store more chunks than the Free plan allows, the banner reads Your Premium plan has ended. Your agents keep answering, and renewing lets you add and reindex content again.

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Create the knowledge base

Select New knowledge base to open the Create knowledge base dialog. It asks you to add a first source, from a website or from files.
The Create knowledge base dialog on the Import from website tab, with Website URL, Name, Max pages, Max depth, the Media search switch, and Advanced settings on the left, and the empty page preview on the right
1

Pick Import from website or Upload files

The dialog has two tabs. Import from website is selected by default.
2

Add the first source

For a website, type the address into Website URL. For files, drop them into the upload area.
3

Name the knowledge base, or accept the suggestion

Name (optional) takes up to 64 characters. A Suggested chip offers a name when Tars can derive one.
4

Confirm the creation

On the upload tab, select Create & add. On the website tab, the button reads Create & fetch up to pages.
The button shows Creating… with a spinner, then the new knowledge base page opens.
The submit button stays disabled until you enter a valid URL or include at least one file. Cancel in the footer dismisses the dialog. Closing the dialog resets every field.

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The Import from website tab

Type an address into Website URL. After you pause typing, Tars discovers the site and previews its pages in the right pane. Uncheck Include all discovered pages to pick pages yourself. Max pages, Max depth, and the Media search switch sit below the name field. The collapsible Advanced settings section holds the other fetch settings and the Re-fetch schedule select. See Import a website for the validation messages, every preview state, and each setting.

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The Upload files tab

The Upload files tab accepts PDF, Markdown, text, and HTML files up to 50 MB each. An unsupported file shows the message Unsupported file. Use PDF, Markdown, text, or HTML. Drop several files at once. Clear a row’s checkbox to leave that file out, or select Clear all to start over. A file over 50 MB stays in the list with a too large badge and is not uploaded. The Preserve & search images in PDF switch carries a Premium badge. It extracts images from PDFs and makes them available to media search. It is off by default, and turning it on uses extra vector storage. Without an active paid subscription the switch is disabled, with the tooltip Please upgrade your plan through Billing.

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The name suggestion chip

The Suggested chip derives a name from the website title or address, or from your first file name, and appends KB. When a knowledge base with that name exists, the suggestion adds a number. Select use this on the chip to accept it. If you leave the field blank, Tars uses the suggestion, or Untitled knowledge base as the fallback.

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After the create

Tars opens the new knowledge base page. Uploaded files parse right away, and a website import runs in the background with live progress. If the knowledge base was created but the import failed to start, an error message tells you to add the source from its page.

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Add more sources later

Open the knowledge base and select Add more on the Documents tab. The button is hidden while an import runs. The Add a source dialog offers the same two tabs without the name field. The submit button reads Start fetching for a website and Add for files. If some files fail to upload, they stay listed so you can try again. See Import a website for the import flow and Manage documents for the Documents tab.

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The Knowledge base settings dialog

Select Edit from the actions menu of a card or table row to open Knowledge base settings. It holds the Name field, limited to 64 characters, and Description (optional), limited to 500 characters. A counter under each field turns red when you pass the limit. Confirm with Save changes. To remove a description, clear the field and save. You can also rename from the knowledge base page. Hover over the name and select the Rename pencil beside it.

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Delete a knowledge base

Deleting a knowledge base removes its search index immediately. After 30 days in Recently deleted, the knowledge base is removed permanently, together with its documents.
Organization admins can select Delete from the actions menu. The Delete knowledge base confirmation explains the 30-day restore window and the reindex that a restore needs. If agents still answer from the knowledge base, the dialog names them. You must select the checkbox that confirms those agents stop answering before Delete knowledge base activates. See Attach knowledge to an agent for the protection rules.

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Restore a deleted knowledge base

Recently deleted (N) on the Knowledge bases page opens the Recently deleted knowledge bases dialog. Each entry shows its document count and the days left to restore. Select Restore to bring the knowledge base back with its documents. After a restore, the message names the retrievers that need a reindex before they can answer. See Configure a retriever for the reindex flow. If you restore a knowledge base immediately after you delete it, the restore can fail with “This knowledge base’s index is still being removed. Try again in a minute.” Wait a minute, then select Restore again.

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Verify

Open the Documents tab. The status badges clear from the rows once processing finishes. Select a document to read its content in the preview pane.