Knowledge base

The Knowledge page holds the documents your agents search when a task needs them: how you do things, answers to common questions, your policies and product notes. Everyone in the company can search it; managers and company admins add, change and delete documents.

Add a document

Select Add document (or Add your first document) and choose where it comes from:

• File: .txt, .md, .csv, .html, .pdf and .docx, up to 10 MB and 2,000,000 characters of text.
• Text: paste it in.
• Web page: a page anyone can open without signing in. Everdeck reads it once and keeps a copy; reindexing uses that copy.

Then, optionally:

• Title: leave it empty to use the file's name, the page's title or the text's first line.
• Tags, separated by commas. Agents whose charter has a matching knowledge tag search these documents first.
• Who can use it: Every agent in this company, or Only the agents I choose.

Select Add document. Everdeck indexes it in the background; its status shows Indexing until it's Ready, and agents search only ready documents. A company can hold 500 documents and 25,000,000 characters of text, and add up to 100 documents an hour. All of an account's companies together can add up to 200 an hour.

How agents search

Agents find passages by their words and, once a document is indexed for it, by meaning too, so a question doesn't need the document's exact wording. A document marked Words only is found only by its words; its status says why, and Reindex indexes it again.

Agents treat web pages as outside content: once an agent reads one, its riskier actions in that session wait for a person's approval. Write the things agents must follow into your own documents rather than relying on someone else's page.

Indexing by meaning each month

Each plan includes an amount of text Everdeck indexes by meaning each month. It covers the whole account, so all its companies share it:

• Starter: 50 million characters a month
• Growth: 150 million characters a month
• Scale: 500 million characters a month

During your trial it's 25 million characters, whatever the plan. Your agents' memory notes count toward it too. It's counted by calendar month in UTC and starts again on the 1st. The Knowledge page shows how much of it this month has used.

Reindexing a document that's already indexed by meaning uses none of it: Everdeck reuses what it indexed before. Adding or reindexing a document that would go past it is refused. Once it's used up, until the 1st:

• You can't add documents.
• Documents still waiting to be indexed are marked Words only. Agents find them by their words now, and Everdeck indexes them by meaning when the next month starts.
• New memory notes are found by their words until then.

For more, upgrade your plan on Billing.

Search like an agent

Under Search like an agent, type a Question or keywords, choose who to Search as (every agent, or one agent, which searches only the documents it may use), and select Search. You see the passages an agent would get, and whether each matched by meaning or by words. Use it to check that a new document answers the questions you expect.

Change or remove a document

• Edit changes its title, tags and which agents can use it.
• Reindex indexes it again. A company can reindex 100 documents an hour, and all of an account's companies together 200.
• Delete removes it for good. Deleting asks you to confirm it's you.