> ## 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.

# Set up your Knowledge Base

> Upload documents and folders, import websites, and connect integrations to build your Knowledge Base.

Add your company's documents, websites, and integration data to the [Knowledge Base](/knowledge-base/overview) so [Agents](/agents/overview) and [Workflows](/workflows/overview) can reference your business knowledge.

## 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](/knowledge-base/permissions-and-structure) where you want to add content
3. Click **+ Add** to see all available options

<Frame>
  <img src="https://mintcdn.com/cassidy/G5nvk-wLxhYfet-Z/images/knowledge-base/kb-add-dropdown.png?fit=max&auto=format&n=G5nvk-wLxhYfet-Z&q=85&s=4fa1cbeddc496dfa6a52942fbad260da" alt="Add menu showing options for New Folder, Blank Document, Import a Website, Upload Documents, Upload Folders, Answer Hub, and integration syncs" width="1003" height="526" data-path="images/knowledge-base/kb-add-dropdown.png" />
</Frame>

## 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.).

<Frame>
  <img src="https://mintcdn.com/cassidy/G5nvk-wLxhYfet-Z/images/knowledge-base/kb-upload-confirmation.png?fit=max&auto=format&n=G5nvk-wLxhYfet-Z&q=85&s=c09348f08ff8b2d46f5928f6b6328690" alt="Upload confirmation showing Employee Handbook.pdf successfully imported" width="415" height="126" data-path="images/knowledge-base/kb-upload-confirmation.png" />
</Frame>

Once processing finishes, click the document to view its contents.

<Frame>
  <img src="https://mintcdn.com/cassidy/G5nvk-wLxhYfet-Z/images/knowledge-base/kb-document-viewer.png?fit=max&auto=format&n=G5nvk-wLxhYfet-Z&q=85&s=9ecb396c59111fe5121afc2c028bbb40" alt="Document viewer showing the contents of an uploaded Employee Handbook PDF" width="963" height="753" data-path="images/knowledge-base/kb-document-viewer.png" />
</Frame>

<Tip>You can also drag and drop files directly into the Knowledge Base.</Tip>

## Create a blank document

Select **Blank Document** from the **+ Add** menu. Enter the document content in the text editor and click **Save**.

<Frame>
  <img src="https://mintcdn.com/cassidy/G5nvk-wLxhYfet-Z/images/knowledge-base/kb-blank-document-editor.png?fit=max&auto=format&n=G5nvk-wLxhYfet-Z&q=85&s=9ac660a6dc0ce8dbaf0079e1959bb84c" alt="Blank document editor showing a Data Policy document with formatted text" width="1024" height="743" data-path="images/knowledge-base/kb-blank-document-editor.png" />
</Frame>

## 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.

<Frame>
  <img src="https://mintcdn.com/cassidy/G5nvk-wLxhYfet-Z/images/knowledge-base/kb-folder-upload-confirmation.png?fit=max&auto=format&n=G5nvk-wLxhYfet-Z&q=85&s=bbb44e364c8af6bf61894818c8d11d20" alt="Upload confirmation showing three files successfully imported from a folder" width="483" height="280" data-path="images/knowledge-base/kb-folder-upload-confirmation.png" />
</Frame>

<Warning>Avoid uploading very large folders, as this may slow down your browser. Keep the upload tab open until all files finish processing.</Warning>

## Import a website

<Steps>
  <Step title="Start the import">
    Select **Import a Website** from the **+ Add** menu.

    <Frame>
      <img src="https://mintcdn.com/cassidy/G5nvk-wLxhYfet-Z/images/knowledge-base/kb-add-import-website.png?fit=max&auto=format&n=G5nvk-wLxhYfet-Z&q=85&s=55db21f6c7a87abd4c82de15d783d77e" alt="Add menu with Import a Website option highlighted" width="1194" height="1016" data-path="images/knowledge-base/kb-add-import-website.png" />
    </Frame>
  </Step>

  <Step title="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).

    <Frame>
      <img src="https://mintcdn.com/cassidy/iBXQfRLXuVmWu0M1/images/knowledge-base/kb-website-import-form.png?fit=max&auto=format&n=iBXQfRLXuVmWu0M1&q=85&s=6f7fea0200081ff43ec41ef744a1997d" alt="Website import form showing Starting URL, Crawl Mode set to Domain, Max Pages to Import, and Sync Frequency options" width="1842" height="1930" data-path="images/knowledge-base/kb-website-import-form.png" />
    </Frame>
  </Step>

  <Step title="Begin the crawl">
    Click **Save & Begin Import**. Cassidy crawls and imports the pages, showing a confirmation when complete.

    <Frame>
      <img src="https://mintcdn.com/cassidy/iBXQfRLXuVmWu0M1/images/knowledge-base/kb-website-import-complete.png?fit=max&auto=format&n=iBXQfRLXuVmWu0M1&q=85&s=e960d86c4a1cb041f0ec022b384fe0f6" alt="Completed website import showing 43 pages successfully imported with a list of imported pages" width="1810" height="2036" data-path="images/knowledge-base/kb-website-import-complete.png" />
    </Frame>
  </Step>
</Steps>

<Accordion title="Advanced: URL glob patterns for custom crawl mode">
  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`)
</Accordion>

## Import from integrations

Cassidy integrates with [Google Drive](/integrations/google-workspace/google-drive/knowledge-base), [SharePoint](/integrations/microsoft-365/sharepoint/knowledge-base), [Notion](/integrations/notion/knowledge-base), [Confluence](/integrations/confluence/knowledge-base), [Slack](/integrations/slack/knowledge-base), and more. Content imported from integrations syncs automatically so your Knowledge Base stays up to date.

<Steps>
  <Step title="Choose the integration">
    Click **+ Add** and choose the integration (e.g., **Sync from Google Drive**).

    <Frame>
      <img src="https://mintcdn.com/cassidy/G5nvk-wLxhYfet-Z/images/knowledge-base/kb-add-integration-options.png?fit=max&auto=format&n=G5nvk-wLxhYfet-Z&q=85&s=6f5a023cac6ba33ea3a9a37119ce693f" alt="Add menu scrolled to Integrations section showing Confluence, Google Drive, SharePoint, Slack, and Notion sync options" width="1178" height="1014" data-path="images/knowledge-base/kb-add-integration-options.png" />
    </Frame>
  </Step>

  <Step title="Connect your account">
    If prompted, connect your account and authorize Cassidy to access the integration.
  </Step>

  <Step title="Select content">
    Select the files or folders to import.

    <Frame>
      <img src="https://mintcdn.com/cassidy/G5nvk-wLxhYfet-Z/images/knowledge-base/kb-integration-file-picker.png?fit=max&auto=format&n=G5nvk-wLxhYfet-Z&q=85&s=9c02dcaeb956679705538fcf1e375133" alt="Google Drive file picker showing folders and files available for import" width="591" height="502" data-path="images/knowledge-base/kb-integration-file-picker.png" />
    </Frame>
  </Step>

  <Step title="Import">
    Click **Import** to add the selected content to your Knowledge Base.
  </Step>
</Steps>

<Note>Integration sources sync automatically every 24 hours. [Enterprise plans](/integrations/sync-integrations) support more frequent syncing. Learn more about [sync schedules and options](/integrations/sync-integrations).</Note>

Browse the [full list of supported integrations](/integrations/overview) in the Integrations tab for Knowledge Base sources like Google Drive, SharePoint, Notion, Confluence, Slack, and more.

## 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](/knowledge-base/answer-hubs).

## Import meetings

To let an [Agent](/agents/overview) answer questions across your meeting library in [Chat](/guides/chatting-with-an-agent), the typical approach is the [Meetings Connector](/agents/connectors/meetings) — no import step. Import meeting transcripts into the Knowledge Base when you want them **in the same folders and collections** as files and other sources. For a comparison of Connector vs single-meeting chat vs import, see [Chat with your meetings](/meetings/knowledge-base). Select **Meetings** from the **+ Add** menu to get started.

For the full walkthrough, see [Import meetings to your Knowledge Base](/meetings/knowledge-base#import-meetings-to-your-knowledge-base).

## Next steps

<CardGroup cols={2}>
  <Card title="Organize with collections and folders" icon="folder-tree" href="/knowledge-base/permissions-and-structure">
    Set up collections and folders and control who can access what.
  </Card>

  <Card title="Connect an integration" icon="plug" href="/integrations/overview">
    Browse integrations and connect your apps.
  </Card>

  <Card title="Verify documents" icon="circle-check" href="/knowledge-base/verify-documents">
    Confirm your content is indexed correctly.
  </Card>

  <Card title="Add Knowledge Base to an Agent" icon="robot" href="/agents/knowledge">
    Give your Agent access to your company knowledge.
  </Card>
</CardGroup>
