> ## Documentation Index
> Fetch the complete documentation index at: https://docs.enconvo.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Knowledge Base

> Build your personal AI-powered knowledge base

## 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

<Steps>
  <Step title="Add Documents">
    Upload documents, notes, or web pages to your knowledge base
  </Step>

  <Step title="Automatic Processing">
    EnConvo processes and indexes your content using vector embeddings
  </Step>

  <Step title="Smart Retrieval">
    When you ask questions, relevant information is automatically retrieved and used as context
  </Step>

  <Step title="AI-Powered Answers">
    Get accurate answers grounded in your personal knowledge
  </Step>
</Steps>

## Adding Content

### Supported File Types

| Category      | Formats                          |
| ------------- | -------------------------------- |
| **Documents** | PDF, Word (.docx), Text (.txt)   |
| **Notes**     | Markdown (.md), Rich Text (.rtf) |
| **Code**      | All programming languages        |
| **Data**      | CSV, JSON, XML                   |
| **Web**       | URLs, HTML pages                 |

<Note>
  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.
</Note>

### 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:

```
Knowledge Base
├── Work Projects
│   ├── Project Alpha docs
│   └── Meeting notes
├── Personal
│   ├── Learning materials
│   └── Recipes
└── Reference
    ├── Technical documentation
    └── Research papers
```

### 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:

```
@kb What did we decide about the authentication system?
@kb Find all mentions of customer feedback
@kb Summarize my notes on machine learning
```

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:

```
@kb:work What are the project deadlines?
@kb:recipes How do I make pasta carbonara?
```

## 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.

<Tip>
  If an answer should be grounded in a specific document, mention that document
  directly with `@` instead of relying on automatic retrieval.
</Tip>

## Privacy & Security

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

### Storage Options

| Option         | Location                               | Sync        |
| -------------- | -------------------------------------- | ----------- |
| **Local Only** | \~/Library/Application Support/EnConvo | No          |
| **iCloud**     | iCloud Drive                           | Across Macs |
| **Custom**     | Your chosen location                   | Manual      |

### Encryption

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

## Configuration

### Settings → Knowledge Base

| Setting              | Description                  |
| -------------------- | ---------------------------- |
| **Auto-reference**   | Include KB in all queries    |
| **Max sources**      | Number of sources to include |
| **Chunk size**       | Document splitting size      |
| **Embedding model**  | Model for indexing           |
| **Storage location** | Where 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

<AccordionGroup>
  <Accordion title="Organize from the start">
    Create a clear collection structure before adding lots of documents. It's easier to maintain than reorganizing later.
  </Accordion>

  <Accordion title="Use descriptive names">
    Name files descriptively: "Q4-2024-Marketing-Plan.pdf" is better than "doc1.pdf"
  </Accordion>

  <Accordion title="Add context">
    Include notes about why documents are important or how they should be used.
  </Accordion>

  <Accordion title="Regular maintenance">
    Periodically review and remove outdated documents to keep your knowledge base accurate.
  </Accordion>
</AccordionGroup>

## Use Cases

<CardGroup cols={2}>
  <Card title="Personal Wiki" icon="book">
    Store and query your personal notes and learnings
  </Card>

  <Card title="Research Assistant" icon="microscope">
    Query research papers and academic materials
  </Card>

  <Card title="Project Memory" icon="folder">
    Keep project documentation accessible
  </Card>

  <Card title="Learning Hub" icon="graduation-cap">
    Study materials with AI assistance
  </Card>
</CardGroup>

## Related Features

<CardGroup cols={2}>
  <Card title="AI Chat" icon="comments" href="/ai/chat">
    Chat with your knowledge base
  </Card>

  <Card title="Workflows" icon="diagram-project" href="/workflows/introduction">
    Automate knowledge base tasks
  </Card>
</CardGroup>