How to create a knowledge base?
This guide details the steps involved in creating a knowledge base within your ZBrain account.
Get started
To begin, log in to your ZBrain account.
Once you have successfully logged in, click Knowledge.
Click the 'Create' button to initiate the process of setting up a new knowledge base.
Upload document
Select a knowledge source
You will be directed to a screen where you can select the source for your knowledge base to start building it. You can:
Upload a document from your device. When you choose ‘Upload document’, you can upload supported files directly from your device, or
Import data from other sources such as Add via Flows, Web URL, Webhook, Google Sheets, and Google Slides, etc.
A few source options are explained in detail below.
Web URL
You can use the Web URL option to import content directly from a webpage.
For Web URL ingestion, refer to the video below for a step-by-step walkthrough.
Create a knowledge base via existing Flow
If you want to automate ingestion or reuse an existing processing pipeline, you can create a knowledge base using an existing Flow. Using a Flow to create a knowledge base:
Integrates automation logic directly with enterprise knowledge.
Allows dynamic data pipelines to populate and update the knowledge base continuously.
Eliminates manual file uploads for recurring or large-scale ingestion.
Improves retrieval quality by turning Flows into live, reusable knowledge sources.
Steps to create a Knowledge Base via Flow
In the Select Knowledge Source step, choose ‘Add via Flows’.
You will be presented with a list of available Flows.
Use the search bar or filters to locate your desired Flow.
Select the Flow to serve as your ingestion pipeline and click ‘Add’. Add only one Flow at a time.
Note: For other sources, follow the instructions displayed on the screen to complete the setup.
Data source configuration
This page allows users to configure the foundational elements of a new knowledge base.
After uploading or importing the data, you will be prompted to provide a name and description for the chosen file/data.
To upload additional documents to the knowledge base, click the ‘Add More’ button located below the uploaded documents. Select the documents from your device to add them.
Document summarization
Enable document summarization by toggling the dedicated switch.
Select an appropriate large language model to perform the summarization process.
This feature creates concise overviews of lengthy documents for easier comprehension.
Automated reasoning policy
Create an automated reasoning policy by activating the feature toggle.
An automated reasoning policy consists of predefined rules, conditions, and variables that guide the system's reasoning process when responding to queries.
It extracts structured data from the knowledge base, applies logical reasoning, and ensures responses are accurate and consistent.
This policy governs how the system interprets information, processes queries, and delivers answers based on established knowledge and logic.
Improve efficiency using Flow
Enable ‘Improve efficiency using Flow’ by activating the feature toggle.
Select a predefined or custom Flow to apply during ingestion for advanced data refinement.
This feature helps transform raw documents into structured, high-quality knowledge that is easier to search, summarize, and reason over.
Detailed configuration options for this feature are covered in the dedicated Improve efficiency using Flows guide.
Review extracted knowledge
Before finalizing a knowledge base, you can review and edit the extracted content to ensure it is accurate, relevant, and well-structured. Refining the data at this stage improves overall knowledge quality and enhances downstream retrieval and reasoning.
To make updates, edit the content directly in the Extracted Knowledge panel.
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