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A document knowledge base allows you to store and retrieve information from files, notes, or manually created text. Documents are indexed using VIVI’s RAG.DB system, which breaks content into small chunks and applies cosine similarity scoring to return the most relevant results. Document knowledge bases are ideal for structured reference content, reference material, and any knowledge you want your agent to use consistently.

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Set Up

Navigate to the Knowledge Base tab and click Add New. Select Document from the Category dropdown menu and fill in the sections marked as required. Once a document knowledge base is created, index provisioning begins automatically. A status banner at the top of the page will display the current status of the index. Once provisioned successfully, you can add your documents. There are three ways to add documents into VIVI:

Cloud

Connect VIVI directly to your cloud storage provider. We support Google Drive, Dropbox, OneDrive Personal and OneDrive Work/School.

Created

Write and save new documents directly in VIVI using the built-in editor. This is perfect for quick FAQs or guides.

Uploaded

Add files directly from your computer into VIVI using either your Browser or Storage Explorer via Azure for large files.
Once your documents are imported, they will begin the indexing process. The banner at the top of the document knowledge base updates in live time to indicate the status of the indexer and your documents. This includes the number of documents processed, processing, or failed during ingestion.

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Best Practices

  • Organize content into folders to maintain organization structure.
  • Verify indexing status of documents to ensure files show as Processed before use in production.
  • Write clear, informative descriptions to help your agents use your knowledge base properly, such as what topics are contained and when the agent should use it.