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Attach knowledge bases

Attach knowledge bases to give your assistant RAG — retrieval-augmented answers grounded in your documents with citations.

ScenarioAction
FAQ / policy botOne KB with uploaded docs or crawled help site
Product + supportMultiple KBs — see Multi-KB strategy
Tools-only botLeave KBs detached; tools supply live data
  1. Open app.chatevo.aiAssistants → select your assistant.
  2. Go to Knowledge bases.
  3. Toggle Enable RAG.
  4. Select one or more knowledge bases from your organization.
  5. Save and open the test panel to verify citations.
PlanMax KBs attachableDocuments per KB
Free1 KB5
Starter1 KB20
Standard3 KBs100 each
Pro15 KBs500 each

If a KB is greyed out, you may need to upgrade or create the KB first. See Create a knowledge base and Plans compared.

  1. Query Strategist decides RAG is needed.
  2. Hybrid search runs across attached KBs in Qdrant.
  3. Chunks above the similarity threshold pass to the model.
  4. Reply includes citation metadata for matched sources.

Document classification (public, internal, confidential, restricted) filters which chunks are eligible. See Document classification.

Too many irrelevant hits — raise similarity threshold or reduce max results in RAG settings.

Missing answers — lower threshold, add documents, or enable smart query understanding (Starter+) for better query rewrite.