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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, and the document count, with Importing while new documents arrive. Hover over a card to open its Actions menu, with Edit and, for organization admins, Delete. When no knowledge base exists yet, the page shows Create your first knowledge base with a Create Knowledge Base button.

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Create the knowledge base

Select the Create knowledge base tile 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.
This capability needs the plan or higher.
The Preserve and search PDF images switch carries a Premium badge. It extracts images from PDFs and makes them available to media search. 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 a card’s Actions menu 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

After 30 days in Recently deleted, a knowledge base is removed permanently, together with its documents and embeddings.
Organization admins can select Delete from the card menu. The Delete knowledge base confirmation explains the 30-day restore window. 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, a message can report that a retriever needs a reindex before it can answer. See Configure a retriever for the reindex flow.

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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.