Store and retrieve information from your personal knowledge library using semantic search, file organization, and intelligent information retrieval capabilities.
The Knowledge Base tool enables your Utari workers to store, organize, and intelligently retrieve information from a personal knowledge library. Using semantic search and natural language queries, agents can find relevant information across documents, maintain organized file structures, and access contextual knowledge to inform their responses and actions.
Find information using natural language queries across all knowledge base files
File Management
Upload, organize, enable/disable, and delete files and folders
Sync & Index
Synchronize knowledge base to local workspace for fast access
List Contents
View all folders and files in the knowledge base hierarchy
Enable/Disable
Control which files are active and searchable for specific agents
Maintenance
Cleanup and optimization operations for knowledge base health
The Knowledge Base uses semantic search, meaning it understands the meaning and context of queries rather than just matching keywords. Ask questions naturally, and the system finds relevant information even if exact words don’t match.
Search the knowledge base for information about our pricing strategy Find documents related to customer onboarding best practices What does our knowledge base say about competitive positioning? Look for information about Q4 marketing campaigns
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Worker Performs Semantic Search
The system:
Understands the semantic meaning of your query
Searches all indexed files in knowledge base
Ranks results by relevance
Returns most pertinent information
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Review Results
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Found 3 relevant documents: 1. "Pricing Strategy 2024.pdf" (95% relevance) "Our tiered pricing model focuses on value-based pricing aligned with customer segments..." 2. "Product Positioning.md" (87% relevance) "Price positioning relative to competitors emphasizes our premium quality and comprehensive features..." 3. "Sales Playbook.docx" (78% relevance) "When discussing pricing with prospects, emphasize ROI and total cost of ownership..."
Search the "Brand Guidelines.pdf" for logo usage rulesLook in "Sales Playbook.docx" for objection handlingFind information about pricing in "Product Documentation"
❌ Search for "increase revenue metrics dashboard reporting" ✅ "How do we track and report on revenue growth?" The semantic search understands the intent and finds: - Revenue tracking methodologies - Dashboard KPIs - Reporting best practices - Metrics definitions
Question-Based Search
Ask direct questions:
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"What are our content approval processes?" "How do we handle customer complaints?" "When should we escalate support issues?" "Who approves marketing budgets?"
The system finds procedural documents and guidelines that answer these questions.
Context-Aware Search
Provide context for better results:
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❌ "Email templates" ✅ "Email templates for following up with warm leads in B2B sales" More context = more relevant results
Multi-Aspect Search
Search for multiple related aspects:
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"Find information about our brand voice, tone guidelines, and content style preferences" Returns documents covering all related aspects of brand communication.
Enable "Sales Playbook.pdf" for Sales Agent Disable "Internal Memo.pdf" for Customer-Facing Agent Enable all files in the "Marketing" folder for Content Agent
List all files modified before 2023 Show me outdated sales materials Which files haven't been accessed in 6 months?
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Delete Files
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Delete "Old_Pricing_2022.pdf" from knowledge base Remove the "Archived" folder and all contents
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Confirm Deletion
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Warning: Deleting "Sales Playbook Old.pdf" This file is enabled for: - Sales Agent - Training Agent Deletion is permanent and cannot be undone. Confirm deletion?
Schedule cleanup: - Monthly for active knowledge bases - Quarterly for stable knowledge bases - After bulk uploads or deletions - When search performance degrades
User: Create a blog post about our new feature Agent workflow: 1. Search knowledge base for: - Brand voice guidelines - Product documentation - Previous blog examples 2. Found and referenced: - Brand Voice Guide.pdf: Tone, style, vocabulary - Product Specs.pdf: Feature details - Top Blog Posts.md: Successful examples 3. Create blog post following: - Brand voice (professional but approachable) - Accurate feature information - Proven content structure Result: Brand-consistent, accurate content
Perform semantic search using natural language queries
Upload and organize files in the knowledge base
Create folder structures for organization
Enable and disable files strategically for agents
Sync knowledge base to local workspace
List and review knowledge base contents
Delete files and folders when no longer needed
Perform maintenance and cleanup operations
Apply best practices for knowledge management
The Knowledge Base tool transforms static documents into an intelligent, searchable knowledge library that agents can query naturally to find relevant information, follow established procedures, and create content aligned with organizational guidelines—making institutional knowledge accessible and actionable.
