Knowledge
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