Knowledge

Store and manage structured data, files, and labels in your workspace.

Intermediate
2 min read

Knowledge

Knowledge is where your workspace stores and organizes information. It's the data layer that your AI agents draw from and write to during conversations — and where your team manages records and documents.

Everything here is accessible from Knowledge in the sidebar.

Forms

Structured data collection powered by AI conversation. Define fields, attach forms to workflows, and your agent asks for the information naturally.

  • 14 field types: text, email, phone, numbers, dates, dropdowns, multi-select, formulas, and more
  • Single-record mode: One record per person (profiles, preferences, intake forms)
  • Collection mode: Multiple records per person (appointments, assessments, orders)
  • Custom validation with CEL expressions
  • Bulk CSV import and export up to 10,000 records

Example: A "Patient Screening" form with fields for demographics, medical history, and eligibility criteria — the AI collects it all through natural conversation.

Files

Document and file storage with folder organization, access controls, and AI-powered search.

  • Drag-and-drop upload with nested folder hierarchies
  • Access levels: private, users-only, or public
  • Semantic indexing for AI-powered document search
  • Agents can read, search, and create files during conversations

Example: A "FAQ Documents" folder that your support agent searches when answering customer questions.

Labels

Color-coded tags for organizing members, chats, and files.

  • Three independent label systems: member labels, chat labels, and file labels
  • Drive automations using CEL expressions ("vip" in member.labels)
  • Filter and segment members, conversations, and documents
  • Auto-assign labels through actions or chat summary generation

Example: Label members as "vip", "needs-followup", or "intake-complete" to drive routing, reporting, and automation.

Computed Fields

Auto-calculated formula fields for scoring, totals, and derived values.

  • CEL expressions that compute values from other form fields
  • Recalculate automatically when dependent fields change
  • Common uses: clinical scoring (GAD-7, PHQ-9), BMI, order totals, age calculations

Related Resources

Forms

Create structured data types to collect, store, and manage information through AI-powered conversations or manual entry.

Files

Upload, organize, and share documents, images, and files with folder hierarchies and access controls.

Labels

Organize members, chats, and files with color-coded tags for filtering, automations, and access control.

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