What is the Knowledge Base?
The Knowledge Base lets you upload your own documents, PDFs, Word files, scanned papers, and ask questions about them in plain language. Every document is indexed, and the agent searches across your entire library at once, and returns answers with citations pointing to the exact document and page.
What it can read
The Knowledge Base supports a wide range of formats, including scanned and image-based documents:
- PDFs, including scanned contracts, faxed forms, and old archives that were digitized from paper
- Word documents (.docx) with complex layouts and embedded tables
- Excel and CSV, including large workbooks
- PowerPoint
- Power BI reports and CAD drawings
- Text files
- Charts, graphs, and diagrams, bar charts, org charts, flowcharts, financial tables, even photographs and whiteboard shots
Wysor looks at the document the way you do, the actual page, not just extracted text. If a human can read it, the agent can read it.
How to set it up
1. Create a knowledge base
Go to Knowledge Base in your sidebar and click Create new. Give it a name, optional description, and avatar. Each knowledge base is its own dedicated agent, you can create separate ones for different topics (contracts, onboarding, research papers, etc.).
2. Upload documents
Drag in files or whole folders, add website URLs, or import from Google Drive and OneDrive. You can also paste a SharePoint or OneDrive link: Wysor imports it through your Microsoft connection and keeps it current, so a newer version of the file is picked up when the agent reads it. If a link sits behind a login Wysor cannot reach, you get a hint to download the file or copy its text instead. Wysor processes each document in the background, extracting text, indexing images, understanding charts. Large documents can take a few minutes. You'll see a status badge ("Processing" → "Ready") on each one.
3. Customize the response style
Click the pencil icon next to any knowledge base to edit its personality, the response style, the role, and any behavioral guidelines. You can set a formal legal tone for a contracts knowledge base, and a friendly onboarding tone for an HR one. Each knowledge base has its own personality, independent of the others.
4. Chat with it
From the knowledge base page, click the chat icon next to any ready knowledge base. Ask questions in plain language, no special syntax, no filters. The agent searches across all uploaded documents in one go.
Organize and share
- Folders: upload a whole folder and its structure is kept.
- Right-click a document to view, rename (with undo), download or delete it.
- Share a knowledge base with colleagues. Knowledge bases others shared with you appear under Shared with me.
- Duplicate a knowledge base, including its documents, for example as a starting point for a similar matter.
- Save a summary into it: ask the agent to write a summary and save it to the knowledge base. It is stored as a PDF and becomes searchable like any other document.
"Training" means giving it the right documents
No AI model is trained on your documents. "Training" a knowledge base means choosing what goes in: every page is read and made searchable, including scans, tables and charts, and for each question the agent looks up the matching passages. Keep it current: add new documents and delete outdated ones. The agent is only as up to date as its files. Share it with the colleagues who work on the same matter.
Chat or knowledge base?
One document and one question: drag it into a normal chat. More than a handful of documents, several people, or a case over weeks: use a knowledge base. Rule of thumb: if you upload the same document for the third time, it belongs in a knowledge base. See Long chats: when to start a new one.
How the agent searches, and how to steer it
By default the agent looks for the relevant passages instead of reading every document in full. If you want a specific section checked completely, tell it.
Prompts that steer it:
- "Which documents do you have on this matter?"
- "Search word for word for 'clause 7.3.2'."
- "Read pages 4 to 6 of amendment 3 in full."
- "Show me the paragraph before and after as well."
- "Look at the chart on page 12."
Citations and accuracy
Every answer includes the document name and page number where the information was found. If the answer isn't in your documents, the agent is instructed to say so. Check important statements at the source.
Which AI models can I use?
The Knowledge Base works with every model in Wysor, Claude, GPT, Gemini, and others. Switch models mid-conversation; the document search works the same way regardless of which model powers the response.
Security and privacy
Documents are encrypted at rest and in transit. No AI provider trains on your data, Wysor maintains Data Processing Agreements with every provider. Your documents stay yours, and you can delete any knowledge base or individual document at any time.
Plan limits
The number of knowledge bases you can create depends on your plan:
- Free, 1 knowledge base
- Plus, 5 knowledge bases
- Premium, 20 knowledge bases
- Organization plans, up to unlimited, depending on tier
Each knowledge base can hold multiple documents.