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Choosing the right knowledge management depends on your use case, data volume, and requirements for timeliness and control. Here’s an overview of when each solution works best:

Upload Files from Computer

For quick, one-time queries or when you want to analyze specific files directly in chat, we recommend uploading directly from your computer.

Select Files from Integrations

If you want to access existing files from SharePoint, Confluence, Google Drive, or OneDrive without manually uploading them, we recommend selecting files from integrations.
ProsDirect access to cloud files
ConsPermissions are tied to the agent owner, not ideal for team-wide knowledge management

Knowledge Folders

Suitable for central, team-wide knowledge bases used by multiple users or agents. Ideal when you want to build a structured collection of up to 1,000 files and assign specific access rights.
ProsCentral management, granular permissions, easy UI management, can be shared with multiple agents
ConsNo automatic synchronization

Connect Folders from SharePoint/Google Drive

When you want to ensure your agent always accesses the latest version of documents. Ideal for dynamic knowledge bases that change regularly (e.g., product documentation, policies, FAQs).
ProsAutomatic synchronization (every 24h or manual)
ConsLimited to 200 files per folder