Files Management
How to upload, organize, preview, share, and process files, including customer assignment, synced folders, mailboxes, and the processing pipeline
How to upload, organize, preview, share, and process files, including customer assignment, synced folders, mailboxes, and the processing pipeline
How tenant administrators configure automatic extract, categorization, ingest, taxonomy, OCR, and pipeline maintenance
How uploaded, imported, and synced files are extracted, categorized, and ingested into the knowledge base
How to manage vector indices, ingest documents, organize content with categories, and run semantic search across your knowledge base
How to scope files, knowledge entries, and chat personas to specific organizations, and how visibility rules apply across features