Vault Knowledge Bases

Overview

Knowledge bases allow workspaces to store, organize, and share internal knowledge seamlessly. By housing key resources such as documents, templates, playbooks and more, teams can quickly access and query them through Assistant.

Knowledge Bases are designed for seamless collaboration. Here’s how they differ from regular Vault projects:

• Visibility: Knowledge bases can be published workspace-wide, ensuring every professional has access. Regular projects, on the other hand, are limited to specific users or shareable links.
• Query Storage: Knowledge bases store only files—queries are saved exclusively in each user’s History. In contrast, regular projects retain queries, making them accessible to all authorized users.

Create a Vault Knowledge Base

To set up a new knowledge base:

1. Click on Create knowledge base from the Vault page.
2. Enter a knowledge base name.
3. Select documents you wish to upload via the file uploader or supported integrations.
   1. All files must be placed inside of a folder. We highly recommend creating an organized set of (nested) folders to allow users to easily filter their queries to only relevant documents.
4. Click Create knowledge base.

To share the knowledge base:

1. Click on Share on the top right of the knowledge base.
2. Select Everyone at... or individual users.
3. Users with access to Vault will see the knowledge base appear in Vault and Assistant.

To query the knowledge base:

1. Open Assistant and click Choose from Vault.
2. Select the desired knowledge base, which should be sorted to the top of the list.
3. Select one or more folders to query.
   1. Note: Files are not displayed when querying knowledge bases, as it may be difficult for users to navigate and select thousands of files. Only folders are displayed for ease of selection.
4. Input your prompt and click Ask Harvey to submit.