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Knowledge Base

🌐 Website Page: View Knowledge Base on xy.ai →

Overview​

The Knowledge Base Agent instantly searches and chats with your knowledge to keep teams aligned and new hires up to speed. It's a conversational agent you can spin up quickly to act as an expert on the files and folders you choose. It reads and organizes your content into a knowledge graph, then makes that knowledge easy to query in natural language.

With the Knowledge Base Agent, you define a set of files to be indexed (from the Files section) - policies, SOPs, training guides, contracts, or documents that define your policies - and the associated Knowledge Base Agent workflow provides the go-to expert on that material. It can answer both simple and complex questions, paraphrase and summarize documents, and support employees in learning or following the right processes.

It can work as a co-pilot alongside workers: providing the official answer to "what's the policy for X?" or walking a new team member through "how to do Y." This helps teams use institutional knowledge consistently without hunting through shared drives or asking around.

Key Benefits​

  • Always have the answer at hand - Find the right policy, SOP, or customer rule instantly.
  • Easy to set up - Just select desired files you've uploaded syn'd from the Files section.
  • Training made simple - New employees can ask questions directly instead of digging through manuals.
  • Consistency across teams - Everyone follows the same guidance, directly from the source files.
  • Clear citations - Every response shows exactly which document and section it came from.

Inputs​

  • Uploaded files - PDFs, Word docs, PowerPoints, spreadsheets.
  • Connected cloud storage folders - Google Drive, OneDrive, etc.

Outputs​

  • Plain-language answers with short quotes and links back to the source.
  • Summaries of long policies, SOPs, or agreements.
  • Step-by-step checklists pulled from training guides or manuals.
  • Comparisons between two versions of a policy or SOP.