Knowledge Categories organize your data and control who can access it. This page explains categories, sources (connectors, file upload), and how to assign them to users and agents.

Key Concepts

🗂️ Categories

Administrators create Knowledge Categories to organize and control access. Each category is a collection of sources, and admins decide which users and which agents (for ATG embedded) can access which categories.

Example: You might create an "HR & Legal" category for sensitive documents accessible only to HR staff and management, and a "Company Wiki" category accessible to all employees.

🔌 Sources

Each category contains Sources. A source is defined in one of three ways:

Connector-based: Automatically imports documents using Connectors with specific parameters (e.g., "all documents from Google Drives X and Y updated after January 1, 2025"). For more information about each connector, visit Connectors
File uploads: Manually uploaded files (PDFs, Word documents, etc.) — see File Upload
Web crawls: Content gathered from specified websites

📄 Documents

Sources contain Documents - the actual files and content that make up your organization's knowledge. These documents are analyzed in depth by ATG, enabling powerful semantic search and accurate answers with citations.

📎 Personal Chat Attachments

Users can also attach files directly in the chat interface. These personal attachments are different from organizational knowledge:

They are not shared with other users
They are not analyzed in depth
They serve as temporary attachments to individual conversations

📚 Where to go next