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Guides / Best practices / Designing a Knowledge base your team will actually use
Best practices

Designing a Knowledge base your team will actually use

Updated August 2026 ยท 6 min read

The difference between a Knowledge base that gets referenced constantly and one nobody remembers exists.

The failure mode to avoid

Most Knowledge bases die the same way: someone dumps in fifty documents on day one, nobody curates it afterward, and within a month it's a pile nobody trusts enough to reference. A smaller, well-maintained Knowledge base beats a large, stale one every time โ€” AI responses citing it are only as good as what's actually in there.

Start narrower than feels natural

Add the handful of documents your team references most โ€” a positioning doc, a policy, a pricing sheet โ€” not everything you have. Let it grow from actual use (agents promoting session artifacts, people adding sources as questions come up) rather than a one-time upload.

Match the source type to the content

If it's...Use
A living document that changes oftenGoogle Drive connection โ€” stays in sync automatically
A static reference (a signed contract, a finished report)Upload directly
Something your team already produced in a sessionPromote the artifact โ€” no re-uploading
A fact or policy that doesn't exist as a file anywherePaste it in as text

See Choosing what to connect for a deeper framework on this.

Prune on a schedule, not never

Set a recurring reminder โ€” quarterly is reasonable โ€” to review what's in Knowledge and remove anything outdated. A workspace whose Knowledge base includes a pricing sheet from two plans ago is worse than one with no pricing sheet at all, since AI responses will confidently cite the wrong number.

๐Ÿ’ก Source citations mean every AI response referencing Knowledge shows exactly where it came from โ€” use this to catch stale sources before they cause a real mistake, not just to look credible.

Keep access intentional

Sessions opt in to workspace Knowledge โ€” it's not automatically visible everywhere. This is useful, not just a restriction: it means a sensitive Knowledge base (say, HR policy documents) doesn't leak into unrelated sessions just because it exists in the same workspace.

More guides

Choosing what to connect: Google Drive, files, or manual entry

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