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Create a knowledge base

Goal: Create a searchable collection of documents that assistants can answer from.

Prerequisites

Section titled “Prerequisites”
  • Chatevo account (Free plan or above)
  • At least one document, URL, or website to index

Step 1 — Open Knowledge bases

Section titled “Step 1 — Open Knowledge bases”
  1. Log in to your dashboard.
  2. Go to Knowledge bases → Create.

Step 2 — Basic details

Section titled “Step 2 — Basic details”
FieldGuidance
NameInternal label, e.g. Product FAQ or HR Policies
DescriptionOptional note for your team
Default classificationStarting level for new documents — see Document classification

Step 3 — Add content

Section titled “Step 3 — Add content”

Choose one or more ingestion methods:

MethodGuide
Upload filesUpload documents
Single pageImport from URL
Whole siteWebsite crawl

Step 4 — Wait for indexing

Section titled “Step 4 — Wait for indexing”

Each document moves through Processing → Indexed (Active). Chatevo extracts text, chunks it, embeds vectors, and stores them in Qdrant. See Processing and indexing.

A snapshot is created when a document is added — an immutable copy of the content at upload time. Re-uploading or re-crawling creates a new snapshot rather than overwriting history.

Step 5 — Attach to an assistant

Section titled “Step 5 — Attach to an assistant”
  1. Open an assistant → Knowledge section.
  2. Enable RAG and select this knowledge base.
  3. Save and test in Test chat.

Optional settings

Section titled “Optional settings”
Section titled “Related”