BidirectionDocs
/
Open the console

Add knowledge

Build a knowledge base, add documents and pages, and test what it retrieves.

LibraryKnowledge

A knowledge base is a reusable, named store of what your agents know. You create the base, fill it with sources, then attach it to any agent. An agent answers only from what you attach to it.

This is separate from the website scan, which builds a site's Business Brain automatically. Knowledge bases are for everything the scan cannot reach — your PDFs, your runbooks, pages behind a login. See Scan your website.

Create a base#

  1. Open Library · Knowledge.
  2. Press New knowledge base.
  3. Give it a Name — something a teammate would recognize, like "Product catalog".
  4. Pick a Type: product, docs, policies, website, app_atlas, faq or custom. It routes and labels the base for agents.
  5. Description is optional and helps both teammates and the AI pick the right base.
  6. Press Create knowledge base.

The base starts empty. Adding content is the next step.

Add sources#

Open the base's card, then press Add source. Six tabs appear.

Document#

Drop in a file: PDF, Word (.docx), PowerPoint (.pptx), Markdown, HTML, CSV, JSON or plain text, up to 32 MB. Scanned PDFs are read with OCR.

Bidirection checks the file the moment you choose it and tells you plainly if it will not work — legacy .doc and .rtf are not supported, so save as .docx or .pdf and pick it again.

Display name is optional and defaults to the file name. Press Upload & index.

Website#

Paste the page's URL. Bidirection fetches it and extracts the readable text server-side. Display name defaults to the page title. Press Fetch & index.

Watch it index#

Each source shows a status, and it updates live:

StatusMeaning
Uploadedreceived, not yet processed
Indexingbeing chunked and embedded
Indexedsearchable — your agents can retrieve it
Failedsomething went wrong; remove it and try again

The Chunks column tells you how much retrievable material a source produced. A document that indexes to very few chunks is usually mostly images.

Check what the agent would actually find#

The Search your knowledge base card runs a real semantic query and shows the exact chunks your agents would retrieve, with scores. Use it before you ship: if your own question does not return the right passage, the agent will not find it either.

Refreshing and removing#

  • Reindex re-fetches a source. It is only available for sources with a URL — an uploaded file has no origin to re-read, so re-upload it instead.
  • Remove source deletes it and its indexed chunks. Agents stop retrieving that content.
  • Delete knowledge base removes the base. Agents attached only to it lose it.

Attach it to an agent#

Creating a base does not give it to anybody. Attach it on the agent's Agent & persona page, which is the only place bindings are written.

Related