> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cassidyai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Overview of Knowledge Base

> Understand how the Knowledge Base powers your Agents and Workflows with your company's knowledge.

The [Knowledge Base](/knowledge-base/overview) is the foundation of Cassidy's AI capabilities. It connects your company's data and knowledge to AI, enabling accurate and context-aware answers across [Agents](/agents/overview) and [Workflows](/workflows/overview).

<Frame>
  <img src="https://mintcdn.com/cassidy/iSJIm1fniQLPgVkh/images/getting-started-knowledge-base.png?fit=max&auto=format&n=iSJIm1fniQLPgVkh&q=85&s=54c2e992a49341d0477393622eb39ca4" alt="Knowledge Base homepage showing collections and documents" width="2782" height="1368" data-path="images/getting-started-knowledge-base.png" />
</Frame>

## Why a Knowledge Base matters

Without company context, AI tools produce generic answers that don't reflect your business. The Knowledge Base solves this by giving Cassidy access to the information your team already has.

* **Accurate, cited answers** — Cassidy pulls from your verified company knowledge rather than guessing, and cites its sources so you can confirm accuracy
* **Automate complex tasks** — Give your [Workflows](/workflows/overview) the full context of your business to handle even intricate processes
* **Keep everyone informed** — Centralize and sync your company knowledge so every team member has instant access to the latest information
* **Organize by team or department** — Create separate [collections](/knowledge-base/permissions-and-structure) with specific permissions so each group sees only what they need

## How the Knowledge Base works

When you add content to the Knowledge Base, Cassidy processes and indexes it using semantic search. This means Cassidy doesn't just match keywords — it understands the meaning behind your questions and finds the most relevant information, even when the wording differs from what's stored.

## What you can add

The Knowledge Base supports many content types:

| Source type      | Examples                                                                                |
| ---------------- | --------------------------------------------------------------------------------------- |
| **Documents**    | PDF, Word (.doc, .docx), Excel (.xls, .xlsx), PowerPoint (.pptx), CSV, text files       |
| **Media**        | Audio and video files (automatically transcribed to text)                               |
| **Code**         | Source code files (.py, .html, .js, etc.)                                               |
| **Websites**     | Crawl and import entire domains, subdomains, or individual pages                        |
| **Integrations** | Google Drive, SharePoint, Notion, Confluence, Slack, and [more](/integrations/overview) |
| **Answer Hubs**  | Curated Q\&A pairs that provide exact answers to common questions                       |

For the full setup walkthrough, see [Set up your Knowledge Base](/knowledge-base/setup).

## Where the Knowledge Base is used

The Knowledge Base powers several key features across Cassidy:

### Agents

Connect your Knowledge Base to [Agents](/agents/overview) so they can answer questions using your company's documents. When a user asks an Agent a question, it searches the Knowledge Base, finds the relevant information, and generates an answer with source citations.

Learn how to connect Knowledge Base content to an Agent in [Agent knowledge settings](/agents/knowledge).

### Workflows

Use [Knowledge Base actions](/reference/actions/search-knowledge-base) in your [Workflows](/workflows/overview) to search, retrieve, and reference company documents as part of automated processes. Your Workflows can pull the right information at the right time without manual intervention.

### Chat

When chatting with an Agent that has Knowledge Base access, you can also manually reference specific Knowledge Base items using the **@** mention feature. Learn more in [Chatting with an Agent](/guides/chatting-with-an-agent).

## Next steps

<CardGroup cols={2}>
  <Card title="Set up your Knowledge Base" icon="upload" href="/knowledge-base/setup">
    Upload documents, import websites, and connect integrations.
  </Card>

  <Card title="Organize with collections and folders" icon="folder-tree" href="/knowledge-base/permissions-and-structure">
    Structure your content and control who can access it.
  </Card>

  <Card title="Create an Answer Hub" icon="circle-question" href="/knowledge-base/answer-hubs">
    Build curated Q\&A pairs for precise, consistent answers.
  </Card>

  <Card title="Verify documents" icon="check" href="/knowledge-base/verify-documents">
    Flag and deprecate outdated content to keep answers accurate.
  </Card>
</CardGroup>