Skip to main content

​
Overview

The Knowledge Base feature allows you to create a personal repository of documents, notes, and information that EnConvo’s AI can search and reference. Get AI-powered insights from your own data.

​
How It Works

1

Add Documents

Upload documents, notes, or web pages to your knowledge base
2

Automatic Processing

EnConvo processes and indexes your content using vector embeddings
3

Smart Retrieval

When you ask questions, relevant information is automatically retrieved and used as context
4

AI-Powered Answers

Get accurate answers grounded in your personal knowledge

​
Adding Content

​
Supported File Types

CategoryFormats
DocumentsPDF, Word (.docx), Text (.txt)
NotesMarkdown (.md), Rich Text (.rtf)
CodeAll programming languages
DataCSV, JSON, XML
WebURLs, HTML pages
EnConvo can use the Docling document loader for richer document parsing when it is available. This helps preserve structure from complex PDFs and office documents before they are indexed.

​
Upload Methods

  1. Drag & Drop: Drag files directly into EnConvo
  2. File Picker: Click “Add to Knowledge Base” in settings
  3. Quick Save: Use ⌘ S from SmartBar on any content
  4. Web Capture: Save webpages with the browser extension

​
Folder Sync

Sync entire folders to automatically add new files:
  1. Go to Settings → Knowledge Base → Folders
  2. Click “Add Folder”
  3. Select a folder to sync
  4. Choose sync frequency (real-time, hourly, daily)

​
Organizing Knowledge

​
Collections

Organize your knowledge into collections:

​
Tags

Add tags to documents for better organization:
  • Auto-suggested tags based on content
  • Custom tags for your workflow
  • Filter by multiple tags

​
Search & Browse

  • Full-text search: Find content by keywords
  • Semantic search: Find content by meaning
  • Browse by collection: Navigate your collections
  • Recent items: Quick access to recently added

​
Querying Your Knowledge Base

​
Automatic Reference

When enabled, EnConvo automatically references your knowledge base for relevant queries.

​
Explicit Reference

Use @ mentions or the @kb modifier to explicitly search your knowledge base:
In Chat Window and SmartBar, type @ to open available context sources, then choose a Knowledge Base item, collection, app, website, or plugin context.

​
Collection-Specific Queries

Reference specific collections:

​
Features

​
Smart Retrieval

EnConvo uses semantic understanding to find relevant information, even if:
  • Different words are used
  • Information is spread across documents
  • Content is in different formats

​
Source Citations

Responses include citations to source documents:
  • Click to view source
  • See context around citations
  • Verify AI-generated answers

​
Question Answering

Ask natural language questions:
  • “What is our refund policy?”
  • “When did we last discuss the budget?”
  • “What are the steps to deploy to production?”

​
Summarization

Generate summaries of your knowledge:
  • “Summarize all my notes from last week”
  • “What are the key themes in these documents?”

​
Context Manager

The Knowledge Base context manager helps you control exactly what is sent into a chat or agent run:
  • Add a specific document, collection, or search result as context.
  • Review which sources are attached before submitting.
  • Remove outdated context without starting a new conversation.
  • Combine Knowledge Base context with app, website, file, and clipboard context.
If an answer should be grounded in a specific document, mention that document directly with @ instead of relying on automatic retrieval.

​
Privacy & Security

Your knowledge base data is stored locally on your Mac by default. Cloud sync is optional and encrypted.

​
Storage Options

OptionLocationSync
Local Only~/Library/Application Support/EnConvoNo
iCloudiCloud DriveAcross Macs
CustomYour chosen locationManual

​
Encryption

  • Local storage: macOS keychain encryption
  • Cloud sync: End-to-end encryption
  • API calls: No document content sent by default

​
Configuration

​
Settings → Knowledge Base

SettingDescription
Auto-referenceInclude KB in all queries
Max sourcesNumber of sources to include
Chunk sizeDocument splitting size
Embedding modelModel for indexing
Storage locationWhere to store data

​
Settings Navigation

Use Settings → Knowledge Base to manage documents, collections, sync folders, indexing, and provider settings. The settings view keeps Knowledge Base navigation history, so you can move between detail pages without losing your place in the list.

​
Managing Your Knowledge Base

​
Viewing Documents

  1. Open Settings → Knowledge Base → Documents
  2. Browse or search your documents
  3. Click to view content and metadata

​
Editing Documents

  • Update content without re-uploading
  • Modify tags and collections
  • Add notes and annotations

​
Deleting Documents

  1. Select document(s) to delete
  2. Click “Remove from Knowledge Base”
  3. Optionally delete source file

​
Re-indexing

If search quality degrades, re-index your knowledge base:
  1. Go to Settings → Knowledge Base → Advanced
  2. Click “Re-index All”
  3. Wait for processing to complete

​
Best Practices

Create a clear collection structure before adding lots of documents. It’s easier to maintain than reorganizing later.
Name files descriptively: “Q4-2024-Marketing-Plan.pdf” is better than “doc1.pdf”
Include notes about why documents are important or how they should be used.
Periodically review and remove outdated documents to keep your knowledge base accurate.

​
Use Cases

Personal Wiki

Store and query your personal notes and learnings

Research Assistant

Query research papers and academic materials

Project Memory

Keep project documentation accessible

Learning Hub

Study materials with AI assistance

AI Chat

Chat with your knowledge base

Workflows

Automate knowledge base tasks