Set up your Knowledge Base

Upload documents and folders, import websites, and connect integrations to build your Knowledge Base.

Add your company’s documents, websites, and integration data to the Knowledge Base so Agents and Workflows can reference your business knowledge.

Adding content

All content is added from the + Add menu inside a collection or folder. To get started:

1. Open Knowledge Base in the sidebar
2. Select the collection or folder where you want to add content
3. Click + Add to see all available options

Upload documents

Select Upload Documents from the + Add menu, then choose files from your computer. Supported types include PDF, CSV, Excel (.xls, .xlsx), Word (.doc, .docx), PowerPoint (.pptx), text (.txt), audio and video files (automatically transcribed), and source code files (.py, .html, .js, etc.).

Once processing finishes, click the document to view its contents.

You can also drag and drop files directly into the Knowledge Base.

Create a blank document

Select Blank Document from the + Add menu. Enter the document content in the text editor and click Save.

Upload folders

Select Upload Folders from the + Add menu, then choose a folder from your computer. Cassidy preserves the folder structure and all sub-folders. All supported file types within the folder are imported.

Avoid uploading very large folders, as this may slow down your browser. Keep the upload tab open until all files finish processing.

Replace a file with a new version

Replace an uploaded file with an updated version without losing its place in the Knowledge Base. Existing references to the file keep working, and Agents and Workflows, including published ones, use the new content once processing finishes.

Before you start: You need edit access to the file. Only uploaded files can be replaced. Documents created in Cassidy and items synced from integrations can’t be replaced; synced items update automatically.

1. Open the Replace file option

   Click the … menu on the file in a Knowledge Base folder, or click the settings (cog) icon on the file’s page. Select Replace file….

2. Choose the new file

   Pick a file of the same type as the original. For example, replace a PDF with another PDF.

3. Review the replacement

   The file keeps its existing name. Click View References to see where the file is used.

   
4. Confirm

   Click Replace file to start processing. The old content stays in use until the new file finishes processing.

If the file was flagged for review, replacing it clears the flag.

Keep these limitations in mind:

• Cassidy doesn’t keep a version history, so the previous file isn’t recoverable.
• Citations in past Agent conversations stop opening the old passages.
• Workflows that use a file as a template may need to be reopened if the fields in the new file changed.

Import a website

1. Start the import

   Select Import a Website from the + Add menu.

   
2. Configure the import

   Enter the website URL in Starting URL, then choose a Crawl Mode:

   • Domain — Crawls all pages within the domain (recommended for most users)
   • Subdomain — Crawls all pages within the subdomain
   • Page — Imports only the specific URL
   • Custom (Advanced) — Uses glob patterns to target specific URL paths

   Set the Max Pages to Import limit and choose a Sync Frequency (weekly for Enterprise, monthly, or disabled).

   
3. Begin the crawl

   Click Save & Begin Import. Cassidy crawls and imports the pages, showing a confirmation when complete.

   

Advanced: URL glob patterns for custom crawl mode

When using Custom (Advanced) crawl mode, you can target specific URL paths with glob patterns:

• * matches any characters except /
• ** matches any characters including /

Examples:

• https://example.com/docs/** — Matches all nested paths under /docs/ (e.g., /docs/getting-started, /docs/advanced/options)
• https://example.com/docs/* — Matches only direct children of /docs/ (e.g., /docs/intro but not /docs/intro/chapter-1)

Import from integrations

Cassidy integrates with Google Drive, OneDrive, SharePoint, Notion, Confluence, Slack, and more. Content imported from integrations syncs automatically so your Knowledge Base stays up to date.

1. Choose the integration

   Click + Add and choose the integration (e.g., Sync from Google Drive).

   
2. Connect your account

   If prompted, connect your account and authorize Cassidy to access the integration.

3. Select content

   Select the files or folders to import.

   
4. Import

   Click Import to add the selected content to your Knowledge Base.

Integration sources sync automatically every 24 hours. Enterprise plans support more frequent syncing. Learn more about sync schedules and options.

Browse the full list of supported integrations in the Integrations tab for Knowledge Base sources like Google Drive, SharePoint, Notion, Confluence, Slack, and more.

Create an Answer Hub

Answer Hubs are curated sets of questions and answers that deliver exact responses instead of summarized search results — ideal for FAQs, product questions, or any scenario where precision matters. Select Answer Hub from the + Add menu to create one.

For the full walkthrough, see Answer Hubs.

Import meetings

To let an Agent answer questions across your meeting library in Chat, the typical approach is the Meetings Connector — no import step. Import meeting transcripts into the Knowledge Base when you want them in the same folders and collections as files and other sources. For a comparison of Connector vs single-meeting chat vs import, see Chat with your meetings. Select Meetings from the + Add menu to get started.

For the full walkthrough, see Import meetings to your Knowledge Base.

Next steps

Organize with collections and folders

Set up collections and folders and control who can access what.

Connect an integration

Browse integrations and connect your apps.

Verify documents

Confirm your content is indexed correctly.

Add Knowledge Base to an Agent

Give your Agent access to your company knowledge.