Knowledge Management

Knowledge source management through Knowledge Bundles and RAG (Retrieval-Augmented Generation) configuration

Key Features

• Knowledge Bundle creation and management
• File upload capability
• Add SharePoint file sources
• External source authentication management
• Vector embedding-based indexing
• RAG service integration

Basic Information

Knowledge Bundle

Knowledge Bundle is a component that groups knowledge sources referenced by Agents into a single unit. It connects various data such as files, documents, and code repositories, and supports their utilization in RAG (Retrieval-Augmented Generation) by indexing them based on vector embeddings.

Knowledge Source

Refers to files or external data sources (CSV, PDF, GitHub, etc.).

RAG Service

RAG (Retrieval-Augmented Generation) service is provided.

Knowledge Bundle Management

Bundle List View

You can view all Knowledge Bundles created at the organizational level as a list.

Display Information:

• Name: Bundle name
• Description: Description
• Sources: Number of connected Knowledge Sources
• Status: Indexing status of the entire bundle

Search Function:

• Filterable by name

Bundle Creation

1. Click ”+ Create Bundle” button
2. Enter the following information:
   • Name (Required): Bundle name
   • Description: Bundle description
   • Chunk Size: The chunk size used when splitting documents into searchable units
   • Overlap: The amount of content to overlap between adjacent chunks
3. Click “Create” button

Bundle Detail Management

In the Bundle detail page, you can view and manage the following information:

Bundle Information:

• Bundle name and description
• Bundle status (INDEXED, Failed, etc.)

Knowledge Sources List:

• Detailed information of connected sources
• Indexing status of each source

Main Actions:

• ”+ Add Source”: Add new source
• “More Actions”: Additional management features
• Individual source management (edit, delete, etc.)

Knowledge Source Addition

Supported Source Types

Currently, File upload and SharePoint sources are supported.

File Upload

Currently supported file upload functionality:

Supported Formats:

• .pdf
• .txt, .md, .markdown
• .html
• .doc, .docx
• .csv, .xls, .xlsx

Limitations:

• Maximum size: 50MB
• Click “Start” button after file upload to begin indexing
• Source name can be entered (default: filename)
• You can adjust Chunk Size and Overlap as needed to configure the indexing method.

Add SharePoint Source

You can import files stored in SharePoint as Knowledge Sources and add them to a Knowledge Bundle.

Add procedure

1. On the Knowledge Bundle detail page, click + Add Source.
2. Select the SharePoint source.
3. Select the SharePoint account to use, or connect a new account.
4. Browse SharePoint sites, drives, and folders, then select the files to import.
5. Click Import to add the selected files as Knowledge Sources.
6. Start indexing the imported sources.

Supported formats

• .pdf
• .doc, .docx
• .txt, .md
• .html
• .csv, .xlsx
• .json

Limitations

• Maximum size per file: 50 MB
• OneNote notebooks cannot be imported as Knowledge Sources.
• Unsupported file formats cannot be selected.
• A file already added to the same bundle cannot be imported again.

Update SharePoint Source

Changes to the original SharePoint file are checked automatically. By default, the original file is checked about once every hour. When a change is detected, the Knowledge Source list shows the Source Changed status and an Update button.

1. Click Update for the SharePoint source marked Source Changed.
2. The latest file from SharePoint is imported again and replaces the existing source file.
3. When the update is complete, index the source again so the latest content is reflected in search.

If the stored SharePoint authentication has expired or token renewal fails, a Reconnect SharePoint Account notice is displayed. In this case, authenticate again with the account that was previously connected, then retry the update. Re-authenticating with a different SharePoint account may fail because the existing file and account do not match.

External Source Authentication Management

In Authentication Management on the Knowledge Management page, you can manage external service accounts used for Knowledge Sources.

Available actions in Authentication Management

• Check the list of connected SharePoint accounts
• Check account status: Connected, Re-authentication Required, Expired, Disconnected
• Re-authenticate accounts that are expired or require re-authentication
• Disconnect accounts that are no longer used

Accounts with connected Knowledge Sources can be disconnected after deleting the sources.

Chunk Size and Overlap Settings

You can set Chunk Size and Overlap when creating a Knowledge Bundle or adding a Source.

• Chunk Size: The size used to split a document into searchable units. A smaller value enables more granular search, while a larger value allows longer context to be retrieved at once.
• Overlap: The amount of content included in both adjacent chunks. Increasing this value can reduce context loss around paragraph boundaries.

For documents where long context should be preserved, increasing Overlap is useful. For short, structured documents, setting a smaller Chunk Size can help find the desired information more narrowly.

Status Value Definitions

Knowledge Bundle Status

Knowledge Source Status

Deletion and Reprocessing Policy

Deletion Restrictions

• Knowledge Bundles and Sources cannot be deleted when their status is Indexing
• In this case, the Delete button is disabled

Knowledge Source Deletion

• Can be deleted even if connected to Bundle/Agent
• Bundle is maintained but search scope is reduced
• Source-related content is excluded from RAG results when Agent is executed
• The source’s index (RAG vector) is also removed

Deletion Confirmation Message:

“Deleting it will reduce the bundle’s coverage and may affect linked agents. Do you want to continue?”

Knowledge Bundle Deletion

• Bundle cannot be deleted if connected Agents exist
• Bundle can be deleted after removing all sources within the Bundle

Deletion Confirmation Message:

“Deleting this bundle may affect linked agents. Do you want to proceed?”

Re-indexing

• Re-indexing possible at source level
• Re-indexing possible for all sources

Important Notes

• Knowledge Bundles serve as the knowledge foundation for Agents, so they must be managed carefully
• Deletion may affect connected Agents, so prior confirmation is necessary
• Deletion is not possible during indexing status, so proceed after completion
• Check the file size limit (50MB) and the Chunk Size and Overlap settings when uploading files