Skip to main content
The Odin AI Knowledge Base is the centralized repository where you can upload, store, and search through information from files and links. The Knowledge Base supports fetching information through via file uploads, web crawls, and integrations with third-party applications like Google Drive, SharePoint, Confluence, Zoomin, and directly to your database with MySQL, Microsoft SQL, Oracle, and Generic SQL.

​
Navigation

The Knowledge Base can be accessed from the left-hand sidebar by clicking on Knowledge Base. Knowledge Base Navigation The Knowledge Base is organized into four main sections. Navigate through the following accordions to learn more about each section.
KB Data acts as the main repository where all retrieved information is stored. You can view, manage, and organize your knowledge base data here. This section includes uploaded documents, web crawls, and data fetched from third-party integrations. Let’s explore the key features of the KB Data section:
  • Main Directory: The main directory displays all the knowledge base data in a structured format. You can see the list of documents, their types, and other relevant details.
    KB Data Main Directory
    1. +New: Click this button to add new knowledge base data. You can upload files or folders, initiate web crawls, upload data from a URL, or create a document.
    2. Search Bar: Use the search bar to quickly find specific documents or information within your knowledge base.
    3. Storage & Word Count: This section shows the total storage used and the word count of your knowledge base data.
    4. Settings: Click the settings icon to configure how your knowledge base processes and embeds documents, which affect how content is chunked, embedded, and retrieved. You can also manage the Connectors (i.e., third-party integrations), crawlers, and the sync & schedule of the Knowledge Base with the connected third-party apps from this section.
    5. Download All: Click this button to download all the knowledge base data as a ZIP file.
    6. File Filter: Use the file filter to view documents by type: PDF, Word, Excel, PowerPoint, Text, CSV, and more.
    7. Create Folder: Click this button to create a new folder to organize your knowledge base data.
    8. File List: This section displays the list of files and folders in your knowledge base. You can click on a file to view its content and metadata, and you can right-click on a file or folder to access additional options such as:
      • Create Folder: Create a new folder within the current directory.
      • Chat with Document: Open a chat interface to interact with the content of the selected document.
      • Delete: Remove the selected file or folder from the knowledge base.
      • Sync: Manually sync the selected file or folder to reprocess the content in the file.
      • Attach Data Type: This option allows you to attach a data schema to the selected file, enabling structured data extraction and querying capabilities.
      • Download: Download the selected file to your local device.
  • Knowledge Base Settings: Here are the key settings you can configure:
    Knowledge Base Settings
    1. Chunking Strategy: Configure how documents will be divided into chunks for processing. Select between these options:
      • Sentence Chunking: Divides text into chunks based on sentence boundaries, ensuring that each chunk contains complete sentences. This option uses the sentence tokenizer for natural language boundaries.
      • Semantinc Chunking: Divides text into semantically meaningful chunks, which may not align with sentence boundaries. This option uses the semantic tokenizer for natural language boundaries.
      • Chunk Configuration: This configuration appears when you select Sentence Chunking. Here you can configure the chunk size and overlap for sentence-based chunking.
        • Chunk Size: Specify the maximum of each chunk in tokens/characters. The default is 64. The recommendation is between 64 to 512 tokens for most use cases. Larger chunks preserve context but may be less precise for retrieval.
        • Chunk Overlap: Specify the number of overlapping words between consecutive chunks. This helps maintain context across chunk boundaries. The default is 16. The recommendation is between 10 to 20% of the set chunk size.
        • Chunk Enhancement Settings: Enable this setting to enhance chunking with additional context for better retrieval. When enabled, you can select an LLM model for chunk enrichment and content analysis.
    2. Connectors: Manage third-party integrations like Google Drive, SharePoint, Confluence, and Zoomin.
      Knowledge Base Connectors
    3. Crawlers: Create new web crawlers to fetch data from your website’s domain URL. Any page the crawler can discover within the website will be automatically crawled and added to the Knowledge Base. You can also set a sync schedule for automatic crawling that adds the latest information from any newly added pages.
      Knowledge Base Crawlers
    4. Sync & Schedule: Manage the sync and schedule settings for your Knowledge Base. Here you can view and manage the sync schedules for your third-party integrations, as well as run a manual sync to fetch the latest data.
      Knowledge Base Sync & Schedule
Templates can be pairs of Q&As, response templates and examples you can pre-define to help guide your AI agents in generating more accurate and contextually relevant responses using these templates, rather than searching for the answer in full documents, making resposes faster. You can create, manage, and organize templates to suit your specific use cases. For FAQ-style templates, you can also associate a file from the Knowledge Base to provide additional context for the AI agent. Let’s explore the key features of the Templates section:
Templates Page
  1. Search Bar: Use the search bar to quickly find specific templates within your knowledge base.
  2. Add Template: Click this button to create a new template. You can define the type (FAQ, Template, or Example), content, and associate a file from the Knowledge Base for additional context.
In the Documents section, you can create new text-based files directly within the Knowledge Base without needing to upload them. This feature enables seamless documentation, editing, and integration with AI-driven knowledge retrieval. Let’s explore the key features of the Documents section:
Documents Page
  1. Search Bar: Use the search bar to quickly find specific documents.
  2. Filter: Use the filter to view documents by: Last Updated, Created Date, Title, or Word Count.
  3. Create New Document: Click this button to create a new document.

​
Smart Tables

Smart Tables are dynamic, spreadsheet-like tables built to store, organize, and extract structured data – especially from unstructured sources like PDFs, DOCX, and scanned documents. They’re more than just tables; they are intelligent workspaces where you can upload documents, extract key data using AI, and structure the data in a way that makes decision-making and automation seamless. The applications are endless!
Let’s explore the key features of the Smart Tables section:
Smart Tables Page
  1. Navigation – On the left hand side, we have the + New Smart Table button and the list of Smart Tables you’ve created before. If you hover over the button, it will show a few options to create a new table:
    • Create Empty Table
    • Import from File
    • Create from Template
  2. Table tab – This is the main page where you can see all the data in your Smart Table with a spreadsheet-style view. Here you can see all your rows and fields clearly; ideal for organizing and editing data directly.
  3. Review tab – This view is designed for the human-in-the-loop process, which is useful when validating or moderating extracted data before approval.
  4. Dashboard – Here you can create a dashboard to visualize your data with charts, counts, and statistics.
  5. Automation – In Smart Tables, you can create columns with a task to calculate a value or even use an AI agent or LLM to perform an evaluation or find information based on the information in your table. The Automations tab is where you configure column execution order and history tracking for automated computations of those columns.
  6. Extraction – This tab is the powerhouse for AI-driven document extraction. Here you can configure what data to pull, map it to your table columns, and configure how the data is extracted.
    Learn more about Smart Tables

​
Document Viewing Interface

When you click on a document in the Knowledge Base, it opens the document viewing interface. Here, you can read and manage the document’s metadata and related information. The interface is divided into two main sections: the document content area and the metadata sidebar. Document Viewing Interface
  1. Document Content Area: This is where the main content of the document is displayed. At the top of the screen, there’s buttons to copy the file name or download the file. There are three tabs in this area:
    a. View: Displays the content of the file as uploaded.
    b. Content: Displays the text content extracted from the file. This is the content that the AI agent will use for retrieval and answering questions.
    c. Chunks: Displays the individual chunks of text created based on the chunking strategy configured in the Knowledge Base settings. Each chunk is a smaller segment of the document that can be independently retrieved by the AI agent.
  2. Details Sidebar: This sidebar provides additional information and options, including:
    d. File Details: Displays information about the file, such as the file name, upload date, upload user, file size, file type, and characters count.
    e. Document Data Filter: Allows you to assign a Smart Table to the document for structured data extraction, based on the schema of the Smart Table.
    f. Custom Metadata: Allows you to add custom metadata fields to the document for improved document categorization and AI-based retrieval, such as: Author name, Version, Pages, Resolution, Dimensions, Content Creator, Keywords, or any other relevant information.
    g. Access Tags: Allows you to add access tags to the document to control who can view or interact with the document. You can create new tags from the Super Admin Dashboard.
  3. Associated Questions: The Associated Questions tab allows you to add related commonly asked questions that can be answered by the content of the document. This helps improve the AI agent’s ability to provide accurate and relevant answers based on the document’s content.
⌘I