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Your Knowledge Base is where all the content your Genies rely on lives — documents, web pages, transcripts, notes, and research. You add material here, decide what becomes part of a Genie’s active knowledge, and organize it into folders so it stays manageable as it grows. You’ll find it under Genie Hub → Knowledge Base (/genie-hub/knowledge-base). The page has two tabs: Documents and By Genie.
Knowledge Base

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The header at a glance

Across the top of the page you’ll see:
  • Stats — a quick count of your content: In KB (documents active in your knowledge base), Not Added (uploaded but not yet added), and Total.
  • Ask your Knowledge Base — opens a panel of smart prompts that check your content for gaps and suggest what to add next. See Ask your Knowledge Base below.
  • Add Knowledge — opens the upload panel to bring in new content. See Adding knowledge below.

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Documents tab

The Documents tab lists everything you’ve added. Each row shows the document’s name, its type, the date it was added, and a status badge:
  • In KB — the document is active in your knowledge base and available to your Genies.
  • Not In KB — the document has been uploaded but hasn’t been added to your knowledge base yet.
A processing indicator appears next to items that are still being prepared (for example, a PDF being read or an audio file being transcribed) — these become available once processing finishes. Documents added by a teammate are marked Team.

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Searching and filtering

  • Search — use the search box in the top right to find documents by name. Results update as you type.
  • Filter — narrow the list by Genie or by document type. On mobile, filters open in a sheet. Select Clear to reset them.
  • Folders — the sidebar (on the left on larger screens) lets you browse and organize documents into folders. You can collapse the sidebar to free up space.

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Actions on a single document

Select a document to open its details, where you can view, edit, and manage it. From the row itself you can also:
  • View source — opens the original file or page in a new tab (when a source is available).
  • Edit — open the document’s details to change its name, description, and settings.
  • Add to Knowledge Base — for a document that isn’t in your KB yet, this makes it active so your Genies can use it.
  • Delete — permanently removes the document. You’ll be asked to confirm first.
Deleting a document can’t be undone, and it’s removed from any Genies it was attached to.

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Bulk actions

Select the checkbox on one or more documents (or the header checkbox to select all) and a toolbar appears at the bottom of the screen. With multiple documents selected you can:
  • Move to Folder / Remove from Folder — organize the selected documents.
  • Assign to Genie — attach the selected documents to a Genie so it can use them. Documents must be in your knowledge base first; any that aren’t are skipped with a notice.
  • Consolidate — merge the selected documents into a single combined document. You can give the merged document a name (or leave it blank for an automatic one) and optionally delete the originals after merging.
  • Delete — permanently remove all selected documents after a confirmation.
Consolidate needs at least two documents selected, and it won’t merge files larger than 5MB or with more than 100 pages. Oversized files are listed so you know which to leave out.

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By Genie tab

The By Genie tab shows each of your Genies as a card with its category, active status, and how many documents it currently has. Use the search box to find a Genie by name, description, or category, and the group tabs to filter by Genie group. Select Load More Genies to see more. Select a Genie card to open its dedicated knowledge view, where you can see and manage just that Genie’s attached documents. See the Genie knowledge view for details.

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Adding knowledge

Select Add Knowledge to open the upload panel, then pick a method from the list on the left. Each method has a short explainer and its own form. Available methods include:
  • Bulk Upload — add many files at once.
  • PDF File / PDF URL — upload a PDF, or pull one in from a link.
  • Document — upload TXT, CSV, DOC, or DOCX files.
  • Image — extract text from an image.
  • Audio — transcribe an audio file.
  • YouTube — pull the transcript from a video.
  • Website — bring in the content of a single web page.
  • Web Scraping — crawl multiple pages of a site.
  • Notes — write a text note directly.
  • Quick Research / Deep Research — ask a question and have research gathered and saved as a document.
  • Cloud Storage — import from Google Drive or OneDrive.
When adding content you can choose a Genie to attach it to right away, or leave it unattached and assign it later. Selecting Custom Integration opens a booking link to talk through a tailored setup with the team.

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Ask your Knowledge Base

Select Ask your Knowledge Base to open a panel of ready-made prompts that hand your content and recent conversations to your Genie for review. They help you spot what’s missing and decide what to work on next — for example:
  • What should I add this week? — top recommendations, ranked by impact.
  • What does my genie not know yet? — gaps drawn from recent calls.
  • Which genies have thin knowledge? — a coverage audit across your Genies.
  • Which documents matter most? — your most-used, highest-value content.
  • Are any documents contradicting? — a quality check for stale or conflicting content.
  • Draft an FAQ I’m missing / Suggest a folder structure — content and organization help.
Selecting a prompt opens Your Genie with the request ready to run.