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Knowledge Base Guide

Create knowledge bases, import documents, tune chunking, and verify retrieval quality

A knowledge base stores a searchable document collection for a team: raw files or web pages are parsed into text, split into chunks, and converted into vectors by the team's embedding model. Retrieval recalls chunks by similarity and hands them to an Agent or workflow as context. This section follows that order across five steps; for the field-by-field reference see the Knowledge Base settings reference.

Prerequisites

Your team must be authorized for one embedding model before you can create a searchable knowledge base, and for a rerank model before reranking can do anything. Authorization and provider setup are covered in Managing Models; an unauthorized model is rejected at creation or retrieval time.

Key defaults

ItemDefaultNotes
Chunk size chunk_size1000 charactersMinimum 100; characters, not tokens
Chunk overlap chunk_overlap100 charactersMinimum 0
Rerank rerank_enabledtrueHas no effect without a bound rerank model
Rerank candidate pool rerank_candidate_k10Range 1-100
Search request search_modehybridThe KB setting itself defaults to null
Search request top_k5Request range 1-20
Single-file upload limit50MBSite setting kb_document_max_upload_size_mb, range 1-1024

Lifecycle of one document

Upload/import → pending → preview chunks (optional) → process → extract text → clean → chunk → embed → lexical index → completed

Only completed documents take part in retrieval. pending only means the file is stored — it is not indexed yet; see Import Documents.

For tuning guidance (chunk granularity, weights, thresholds) see Knowledge Base Optimization, and for the conceptual ingest/retrieval flow see Knowledge Base Concepts.

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