Materials & Connections

Manage a Knowledge Base

Review sources, organize files and understand how updates affect connected individuals.

Open Knowledge Base and select a base. Use its name and file list to confirm you are editing the intended workspace context.

Organize material

Use the base menu to rename it. Open files to inspect content and use the search controls to locate a source. Rename a file where offered, keeping its extension intact.

Dragging a ready file onto another base copies it rather than moving it. Check the destination before assuming the original has disappeared. Wait for processing to finish before copying.

Update or remove

Remove obsolete files using the file controls. Use the base menu to delete a base and read the confirmation. Keep a copy of anything you need before deleting; do not rely on a restore workflow.

Removing retrieval material does not retroactively erase a completed report or rewrite a profile influenced at generation. Review those separately if the source contained a material error.

Check later responses

Connected chat retrieval uses the available contents of the selected knowledge connection. If an answer still looks outdated, inspect the citation and selected files rather than assuming the source was re-read.

For a major change to identity or background, review the individual's profile as well. See Connect knowledge and Memory.

Audience connector removal is a different workflow. See Data connections for synced files, credentials and contributed evidence.

GUIDED WALKTHROUGH4 steps · illustrative data
iMarioKnowledge BaseDEMO

Product background

From FileFrom Web LinkPlain Text
Product facts.pdfProcessing before use
Individual → Capabilities → Knowledge
Selected files: Product facts.pdf
Ask about a fact in the source.
Inspect the cited passage ↗

Add background and verify its use

1. Add a source

Choose From File, From Web Link or Plain Text for the material.

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Interactive illustration based on the documented interface. No live account, credentials or research results.
Manage a Knowledge Base | iMario