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Save to a knowledge base from anywhere

Keep a chat attachment, a web page or a selection in a knowledge base, or ask Aria to do it

You don’t have to open the knowledge bases page to add something. There are three shortcuts, and they all use the same small picker:

  • the knowledge bases pinned in the current chat come first and are preselected;
  • each one shows its size and privacy (“12 sources”, “on this device only”);
  • knowledge bases built with a cloud embedding model can’t be picked here;
  • New knowledge base… creates one and selects it.

Click Save and index. Indexing runs in the background like any other source (see Add sources); a notice says Added to Product handbook · 24 chunks with Open when it is done.

Saving the same file, page or URL again replaces the older copy instead of adding a second one.

From a chat attachment

Section titled “From a chat attachment”

Files, PDFs, tabs and selections you attach in a chat are normally read for that one message. To keep one:

  1. In the composer’s attachment tray, open the attachment’s ⋯ menu.
  2. Choose Save to knowledge base….

A page is read again from its tab; a selection is saved as “Page title (selection)”. Screenshots and images have no text, so they can’t be saved.

From the right-click menu (extension)

Section titled “From the right-click menu (extension)”

On any web page, right-click and choose:

  • AWFlow › Add page to knowledge base — saves the text of the page. It is read from the tab, so pages you are signed in to work too.
  • AWFlow › Add selection to knowledge base — saves the text you selected.

AWFlow opens with the picker already filled in.

Ask Aria or an agent

Section titled “Ask Aria or an agent”

Just ask: “Add this page to my product handbook”, or “Save this text to the Support macros knowledge base”. Aria and your agents can add the current page, a URL or a piece of text to a knowledge base you name.

Adding to a knowledge base is a write, so it follows the agent’s rules: it asks you every time unless you answer Always. When it is done, the reply says what happened, for example “Added Refund policy · Help Center to Product handbook · 24 chunks · replaced the older copy.”

This works in chats with Aria and with an agent. Agents in a team thread can’t add to a knowledge base.

Section titled “Related”
Ask Aria