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Add your company’s documents, websites, and integration data to the Knowledge Base so Agents and Workflows can reference your business knowledge.

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Adding content

All content is added from the + Add menu inside a collection or folder. To get started:
  1. Open Knowledge Base in the sidebar
  2. Select the collection or folder where you want to add content
  3. Click + Add to see all available options
Add menu showing options for New Folder, Blank Document, Import a Website, Upload Documents, Upload Folders, Answer Hub, and integration syncs

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Upload documents

Select Upload Documents from the + Add menu, then choose files from your computer. Supported types include PDF, CSV, Excel (.xls, .xlsx), Word (.doc, .docx), PowerPoint (.pptx), text (.txt), audio and video files (automatically transcribed), and source code files (.py, .html, .js, etc.).
Upload confirmation showing Employee Handbook.pdf successfully imported
Once processing finishes, click the document to view its contents.
Document viewer showing the contents of an uploaded Employee Handbook PDF
You can also drag and drop files directly into the Knowledge Base.

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Create a blank document

Select Blank Document from the + Add menu. Enter the document content in the text editor and click Save.
Blank document editor showing a Data Policy document with formatted text

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Upload folders

Select Upload Folders from the + Add menu, then choose a folder from your computer. Cassidy preserves the folder structure and all sub-folders. All supported file types within the folder are imported.
Upload confirmation showing three files successfully imported from a folder
Avoid uploading very large folders, as this may slow down your browser. Keep the upload tab open until all files finish processing.

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Import a website

1

Start the import

Select Import a Website from the + Add menu.
Add menu with Import a Website option highlighted
2

Configure the import

Enter the website URL in Starting URL, then choose a Crawl Mode:
  • Domain — Crawls all pages within the domain (recommended for most users)
  • Subdomain — Crawls all pages within the subdomain
  • Page — Imports only the specific URL
  • Custom (Advanced) — Uses glob patterns to target specific URL paths
Set the Max Pages to Import limit and choose a Sync Frequency (weekly for Enterprise, monthly, or disabled).
Website import form showing Starting URL, Crawl Mode set to Domain, Max Pages to Import, and Sync Frequency options
3

Begin the crawl

Click Save & Begin Import. Cassidy crawls and imports the pages, showing a confirmation when complete.
Completed website import showing 43 pages successfully imported with a list of imported pages
When using Custom (Advanced) crawl mode, you can target specific URL paths with glob patterns:
  • * matches any characters except /
  • ** matches any characters including /
Examples:
  • https://example.com/docs/** — Matches all nested paths under /docs/ (e.g., /docs/getting-started, /docs/advanced/options)
  • https://example.com/docs/* — Matches only direct children of /docs/ (e.g., /docs/intro but not /docs/intro/chapter-1)

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Import from integrations

Cassidy integrates with Google Drive, SharePoint, Notion, Confluence, Slack, and more. Content imported from integrations syncs automatically so your Knowledge Base stays up to date.
1

Choose the integration

Click + Add and choose the integration (e.g., Sync from Google Drive).
Add menu scrolled to Integrations section showing Confluence, Google Drive, SharePoint, Slack, and Notion sync options
2

Connect your account

If prompted, connect your account and authorize Cassidy to access the integration.
3

Select content

Select the files or folders to import.
Google Drive file picker showing folders and files available for import
4

Import

Click Import to add the selected content to your Knowledge Base.
Integration sources sync automatically every 24 hours. Enterprise plans support more frequent syncing. Learn more about sync schedules and options.
Browse the full list of supported integrations in the Integrations tab for Knowledge Base sources like Google Drive, SharePoint, Notion, Confluence, Slack, and more.

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Create an Answer Hub

Answer Hubs are curated sets of questions and answers that deliver exact responses instead of summarized search results — ideal for FAQs, product questions, or any scenario where precision matters. Select Answer Hub from the + Add menu to create one. For the full walkthrough, see Answer Hubs.

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Import meetings

You can import meeting transcripts into your Knowledge Base so Agents and Workflows can reference what was discussed. Select Meetings from the + Add menu to get started. For the full walkthrough, see Import meetings to your Knowledge Base.

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Next steps

Organize with collections and folders

Set up collections and folders and control who can access what.

Connect an integration

Browse integrations and connect your apps.

Verify documents

Confirm your content is indexed correctly.

Add Knowledge Base to an Agent

Give your Agent access to your company knowledge.