Knowledge Base

The Knowledge Base is your centralized document repository in Navigator. Upload files, organize them in folders, and make them available to AI for enhanced context and insights.

What is the Knowledge Base?

A secure document management system that:

Stores your important files and documents
Organizes content in folders and categories
Shares knowledge across teams and projects
Enhances AI responses with your specific context

Supported File Types

Documents

PDF files
Word documents (.doc, .docx)
Text files (.txt)
Markdown files (.md)

Data Files

Excel spreadsheets (.xlsx, .xls)
CSV files
JSON data files

Images

PNG, JPG, JPEG
Diagrams and charts
Screenshots

Presentations

PowerPoint files (.ppt, .pptx)
Google Slides exports

How It Works

1. Upload Documents

Drag and drop or browse to upload:

Single files or bulk uploads
Automatic format detection
Instant processing

2. Organize Content

Structure your knowledge:

Create folders and subfolders
Tag documents for easy finding
Set access permissions

3. AI Integration

Documents enhance AI capabilities:

AI can reference uploaded content
Answers include document citations
Context-aware responses

Control who can access your documents:

Organization-Wide

Available to everyone in your organization
Perfect for company policies, handbooks
Centralized knowledge sharing

Team-Specific

Limited to team members
Great for department resources
Maintains team privacy

Project-Specific

Only accessible within a project
Ideal for project documentation
Focused context

Chat-Specific

Attached to individual chats
Maximum privacy
Conversation-specific context

Use Cases

Company Handbook

Upload: Employee handbook PDF
Share: Organization-wide
Result: AI can answer HR policy questions

Product Documentation

Upload: Technical specifications
Share: Engineering team
Result: AI helps with implementation details

Financial Reports

Upload: Quarterly reports
Share: Executive project
Result: AI analyzes trends and metrics

Research Papers

Upload: Industry research
Share: Strategy project
Result: AI provides competitive insights

Features

Smart Search

Full-text search across documents
AI-powered semantic search
Filter by type, date, owner

Version Control

Track document updates
See revision history
Restore previous versions

Security

Encrypted storage
Access control
Audit trails

Analytics

Usage statistics
Popular documents
Access patterns

Best Practices

1. Organize Thoughtfully

Create a logical folder structure:

Knowledge Base/
├── Company/
│   ├── Policies/
│   ├── Procedures/
│   └── Templates/
├── Products/
│   ├── Documentation/
│   ├── Specifications/
│   └── Roadmaps/
└── Research/
    ├── Market Analysis/
    ├── Competitor Intel/
    └── Industry Reports/

2. Name Clearly

Use descriptive filenames:

"Q4-2024-Sales-Report.pdf"
"Report_Final_v2.pdf"

3. Update Regularly

Remove outdated documents
Update key resources
Archive old versions

4. Set Permissions Wisely

Start restrictive, expand as needed
Review access regularly
Use teams for group access

Managing Documents

Upload Process

Click "Knowledge Base" in sidebar
Select folder or create new
Click "Upload" or drag files
Set sharing permissions
Add tags (optional)

Editing Metadata

Update file names
Change descriptions
Modify sharing settings
Add or remove tags

Using in Chats

Reference documents in conversations:

You: "Based on our employee handbook, what's the vacation policy?"
AI: "According to the Employee Handbook (uploaded 2024-01-15), the vacation policy states..."