From the Knowledge Base Home page, select the New Collection icon.
The Add collection overlay displays.
Last updated on
Jul 14, 2026
Collections give you direct control over how knowledge is grouped, organized, and prepared for AI-powered interaction.
A collection is a curated set of documents that form a domain of knowledge used as a source for Gen AI queries. Adding a new collection allows you to create an empty collection with your own name and description.
Before you begin
- You must have access to the Knowledge Base console.
- You must have permission to create collections.
If you don't see the option to create a collection, contact your administrator.
Create a collection
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Enter a name and description for the collection.
The collection name:
- Can include letters, numbers, underscores (_), and hyphens (-).
- Cannot contain spaces.
- Cannot begin or end with a hyphen.
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Select Create to create the collection.
The page refreshes and prompts the user to select a content source to add to the collection:
- Your device - Upload a file to Knowledge Base. The file is resident in Knowledge Base and will not update if the source document is updated.
- A drag and drop panel is provide to add one or more files from your local system.
- A Browse files button is available for navigating your local system files.
- Cloud storage - Connect to a file in a synched network folder. Update to the source file are automatically syunced.
- You will be prompted to authenticate to your Google Drive or SharePoint account to access the file.
- You can link folders or individual files.
- Cloud connected files allow the user to select a cycle time for synchronization.
- Define if the files should be retained if the source file is deleted or not.
- Web links - URL to a web page. - The file is fetched every time the file is accessed.
- Paste one or more public URLs into thje input field.
- An advasnced option is available to include child pages or only fetch the indicated URL.
NoteA collection can contain one, two, or all file types.
- Your device - Upload a file to Knowledge Base. The file is resident in Knowledge Base and will not update if the source document is updated.
Once you include files, the page refreshes to show the collection with all files included. To add additional content to the collection, select the plus icon:
