Connect Knowledge to an Individual
Supply relevant background and check how it supports later responses.
Earlier workflow. For a new study, start with Your first study.
Connect a Knowledge Base when an individual needs background beyond its profile, such as product documentation or past company decisions.
Connect the material
- Open Capabilities.
- Under Knowledge, choose Connect or Manage.
- Select the base and files to use.
- Review any identity conflict and save.
Use relevant material. Giving a first-time customer internal strategy changes the perspective being modelled; it is not automatically better grounding.
How knowledge is used
Direct chat can retrieve material and expose source citations. Inspect whether each citation supports the statement.
Generation-time context is different: material used to build a profile may already have influenced it. Updating a file does not retroactively rewrite the profile or earlier answers.
Do not assume identical live retrieval and citations in every research runner. For a study that depends on specific material, attach it explicitly to the task and check what the run used.
Verify and update
Ask a focused question in Chat and inspect its sources. Adjust irrelevant or outdated files through Knowledge Base management.
Use audience evidence for data defining an entire customer population.