Knowledge Base

How it works

When you add a document, Sidekick Forge splits it into passages and indexes each one by meaning. When someone asks a question, the sidekick finds the most relevant passages, reads them and answers from them, citing its sources if you want it to. This is often called RAG (retrieval-augmented generation). In practice it means your sidekick answers from your material, not only from general knowledge.

Documents take from a few seconds to a few minutes to process, depending on their size. Statuses:

Uploading documents

Open Knowledge Base in the sidebar. The supported formats are PDF, DOC, DOCX, TXT, MD and SRT (subtitle files, useful for video transcripts). Files can be up to 100 MB, within your plan's per-file limit: 5 MB per document on Adventurer and 50 MB on Champion.

Your plan sets how many documents you can store: 50 on Adventurer, unlimited on Champion and Paragon. See Plans.

Adding a website

On the Add Website tab you can scrape web pages straight into the knowledge base:

• Website URL, plus an optional Title and Description.
• Crawl multiple pages: follows links on the same domain, up to Max pages to crawl (100 at most).
• Exclude paths (optional): patterns to skip, such as /tag/*, /archive/*.
• Include paths only (optional): crawl only matching pages, such as /docs/*.

Press Scrape & Add to Knowledge Base. Each page becomes its own document and keeps a link back to the original, so citations point people to your live page.

Managing your documents

• Search inside documents. The search box looks inside your documents, not only at titles. It understands quoted phrases ("refund policy"), several words, and -word to exclude.
• Filter by status to find what's still processing or what failed.
• Bulk actions. Tick documents (or the box next to Uploaded Documents) and choose Manage access…, Require access tags… or Delete selected.
• Access on a row opens Manage Document Access for that document: Which sidekicks can use it and What a reader must hold.

Which documents a sidekick reads

On each sidekick's Sheet, the Mind tab has a Knowledge Base card. It lists every document linked to that sidekick and shows whether each one is ready to use. Press + Add documents to link more from your library. Results to return sets how many passages it reads per question.

Access tags: who may read what

If some of your content is for paying members or staff only, access tags keep it away from everyone else. This applies even when the same sidekick answers both groups.

1. Press Access tags above the document list and create a tag, for example premium. Its slug is permanent, but you can change its label.
2. Mark documents as requiring the tag: tick them and choose Bulk actions → Require access tags…, or set What a reader must hold on a single document. Those documents show a Restricted badge.
3. Give the tag to people: press People next to the tag, then Give it to someone and enter their email. Members signed in through your WordPress site can receive tags from their membership level automatically.

The tag manager warns you when a setup doesn't make sense. A tag "Required by … documents and held by nobody" hides those documents from everyone. A tag "Held by people, required by nothing" restricts nothing yet.

Citations

When an answer draws on your documents, the sidekick can show its sources under the reply: the document name, its site, and a +N badge if there are more. Visitors can follow the link to the original. Turn this on or off with Show Knowledge Base Citations in the sidekick's Settings tab.

Retrieval settings

On Champion and Paragon plans, your workspace Settings page has two advanced cards. The defaults suit almost everyone.

• Embedding Configuration: the model that turns text into searchable meaning. Changing it re-processes every existing document, so do it before you upload a large library, not after.
• Reranking Configuration: a second pass that puts the best passages first. It improves answers a little and adds a little delay.

Tips for better answers