Build an internal knowledge base

Questions like “am I allowed to use my personal device for work?” get asked constantly, and the answer is usually sitting in a policy document nobody wants to read. This walkthrough turns those documents into answers your team can trust — with citations back to the source.

1. Create the collection

Create a knowledge collection — say IT Policies — and upload your approved policy documents. You can upload up to 5 files at a time, 30 MB each, in formats including PDF, DOCX, XLSX, PPTX, TXT, MD, JSON, and XML.

See Create a collection and upload documents for the full list of supported types and limits.

2. Link it to a conversation

Open a new chat and pick the IT Policies collection from the Knowledge dropdown in the chat input bar.

3. Ask your question

Am I allowed to use my personal device for work?

The answer comes back with inline citations pointing at the specific policy documents behind it. Ask follow-up questions to drill into a particular policy or an edge case — the collection stays linked for the whole conversation.

4. Keep the answer

Copy the response, or export the whole conversation as PDF, Markdown, or text for record-keeping. See Share, export, and organize your conversations.

Who can change what

People you share the collection with as Viewer can use its documents in chat and read them, but can’t change what’s in the collection. Give someone Member if they should be able to add and remove documents too. See Collection types and sharing.