Knowledge base

Upload documents so your agents can answer with your own content.

The knowledge base lets Elio answer questions from your own documents — accurately and with citations.

Uploading documents

Go to Knowledge and upload PDF, TXT, Markdown, or CSV files. Documents are processed in the background; once marked ready, their content is available to your agents.

Private vs. workspace documents

Each document has a visibility scope: private (only you) or workspace (your whole team). Meeting transcripts and email threads can also be added to the knowledge base from their own pages.

How answers work

When you ask something, Elio automatically retrieves the most relevant passages and cites the source files in the answer. You can also ask explicitly: “search the knowledge base for our refund policy”.

Tips for good results

• Prefer text-based PDFs over scans — scanned images without text extract poorly.
• Split very large manuals into topical files; retrieval gets more precise.
• Keep titles descriptive: they’re shown as citation sources.