> ## Documentation Index
> Fetch the complete documentation index at: https://support.i.moneyforward.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Add Knowledge

> How to register and manage Knowledge articles by uploading TXT, MD, CSV, DOCX, or PDF files, or creating them inline

Knowledge articles are internal documents that AI Agent references when handling inquiries. By adding `{{document_search}}` to Playbook steps, AI Agent can search the Knowledge base to provide enriched answers.

There are two ways to register Knowledge: **file upload** and **inline creation**.

## Register via file upload

<Warning>
  Supported file formats are **TXT, MD, CSV, DOCX, and PDF**. Each file can be up to **5MB**, and you can upload up to **50 files** per operation.
</Warning>

<Steps>
  <Step title="Open the Knowledge management screen">
    From the AI Helpdesk admin screen, select **Knowledge > Knowledge Base**.
  </Step>

  <Step title="Upload files">
    Click **Bulk Upload** and select the files you want to register. You can select multiple files at once.
  </Step>

  <Step title="Review and confirm">
    After upload, the content of each Knowledge article is displayed. Review the content and click **Upload**.
  </Step>
</Steps>

<Info>
  Registered and updated Knowledge articles become searchable shortly after saving. If a newly registered article is not yet appearing in search results, wait a moment and try again.
</Info>

## Register via inline creation

<Steps>
  <Step title="Open the Knowledge management screen">
    From the AI Helpdesk admin screen, select **Knowledge > Knowledge Base**.
  </Step>

  <Step title="Start creating">
    Click **Add Knowledge**.

    <img src="https://mintcdn.com/moneyforwardi/heTTAJxL3AZAb52f/images/ai-helpdesk/knowledge/adding/add-modal.png?fit=max&auto=format&n=heTTAJxL3AZAb52f&q=85&s=b52489a0eff4e613d2d09e6dff6f5c1b" alt="Screenshot of knowledge add form" width="2880" height="1800" data-path="images/ai-helpdesk/knowledge/adding/add-modal.png" />
  </Step>

  <Step title="Enter content">
    Enter the Knowledge content in the text editor. You can also set a title, category, and tags.
  </Step>

  <Step title="Save">
    Click **Save**.
  </Step>
</Steps>

## Edit a Knowledge article

<Steps>
  <Step title="Open the Knowledge management screen">
    From the AI Helpdesk admin screen, select **Knowledge > Knowledge Base**.
  </Step>

  <Step title="Select a Knowledge article">
    Click the article you want to edit, or select **Edit** from the **... (action menu)** at the end of the row.
  </Step>

  <Step title="Edit and save">
    Modify the content and click **Save**. Updated content becomes searchable shortly after saving.
  </Step>
</Steps>

## Delete Knowledge articles

### Delete a single article

<Steps>
  <Step title="Open the Knowledge management screen">
    From the AI Helpdesk admin screen, select **Knowledge > Knowledge Base**.
  </Step>

  <Step title="Select the article to delete">
    Select **Delete** from the **... (action menu)** at the end of the row.
  </Step>

  <Step title="Confirm deletion">
    Click **Delete** in the confirmation dialog.
  </Step>
</Steps>

### Bulk delete

<Steps>
  <Step title="Open the Knowledge management screen">
    From the AI Helpdesk admin screen, select **Knowledge > Knowledge Base**.
  </Step>

  <Step title="Select articles to delete">
    Check the checkbox on each row. Checking the header row checkbox selects all currently displayed articles.
  </Step>

  <Step title="Run bulk delete">
    Click the **Delete** button that appears, then click **Delete** in the confirmation dialog.
  </Step>
</Steps>

## Knowledge list

The Knowledge list shows the title, category, tags, and last-modified date for each article. Use the search bar at the top to filter articles by title.

You can also filter by **Category**, **Type**, and **Tag**. The list can be grouped by category, type, tag, or last updated date.

<img src="https://mintcdn.com/moneyforwardi/heTTAJxL3AZAb52f/images/ai-helpdesk/knowledge/adding/list.png?fit=max&auto=format&n=heTTAJxL3AZAb52f&q=85&s=c8e9db5505ad44dd6a20171316817991" alt="Knowledge list screenshot" width="2880" height="1800" data-path="images/ai-helpdesk/knowledge/adding/list.png" />

## Notes on Knowledge management

* Knowledge articles are scoped to each tenant. Articles are not shared across tenants.
* Deleted articles are removed from the search index. Sessions already referencing the article's content are not affected.

## Using Knowledge search in Playbooks

Once Knowledge is registered, add the following to a Playbook step to enable AI Agent to search it:

```
Step: Search Knowledge

{{document_search}}

Search internal documentation for the relevant procedure.

Search query examples:
- "VPN setup"
- "New employee PC setup"
```

For more details, see [Register Playbooks](/en/ai-helpdesk/playbooks/creating#playbook-step-notation).

## Related pages

* [Review and apply AI improvement proposals](/en/ai-helpdesk/knowledge/improvements)
* [Register Playbooks](/en/ai-helpdesk/playbooks/creating)