Create a focused Infobase
- Open Infobase
Open Infobase from the attachment controls in AI Chat.
- Create a collection
Name it for one clear subject, team, client, or recurring use case.
- Add source files
Upload supported, current material and use descriptive file names.
- Use it in AI work
Select the relevant Infobase when starting a task that should use that knowledge.
Improve retrieval quality
- Keep each collection focused instead of mixing unrelated departments or projects.
- Remove duplicates and replace obsolete versions of documents.
- Prefer source files with headings, clear structure, and selectable text.
- Ask the AI to distinguish information found in the Infobase from general knowledge.
Maintain trusted knowledge
Assign an owner for important collections and review them on a regular schedule. When policies conflict, remove the obsolete source rather than relying on AI to guess which version is authoritative.
Didn’t solve the problem?
Contact support and include the feature, model, and steps that led to the issue.