How they work
- Upload documents (PDFs today; Word, PowerPoint, and plain text coming soon).
- Claro chunks and indexes the content automatically.
- When an operation runs, the model retrieves the most relevant passages per record.
- Outputs include citations — document name, page number, the relevant passage.
When to use a Knowledge Base
Storage limits by plan
*Higher quotas available on request.
Setting up a Knowledge Base
Step 1 · Create- From the Knowledge Bases panel, click New Knowledge Base.
- Use a descriptive name:
Brand-Guidelines-EN,Supplier-Datasheets-2025,REACH-Compliance-Docs.
- Drag and drop PDFs, or paste text directly.
- Organize by topic — focused collections retrieve better than broad dumps.
- Update documents when the source changes; old versions can be archived rather than deleted so existing provenance links stay valid.
- When configuring Bulk Enrichment, Generative Engine, or a Research Agent run, select the relevant Knowledge Bases.
- Multiple KBs can be selected; the model searches across all of them.
Best practices
- Stay focused. One KB per topic is more accurate than a single large collection. The retriever scores passages against the query; fewer irrelevant passages means better hits.
- Keep current. Archive old versions; don’t leave outdated docs alongside current ones.
- Use descriptive names. Include purpose and date so it’s clear what each KB contains and whether it’s current.
- Test relevance. After attaching a KB, check the citations on a sample of outputs to confirm the right passages are being retrieved.
- Multilingual data. Create separate KBs per language rather than mixing locales in one collection.