Knowledge sources

  • 1 minute(s) read
Prev Next

Beta feature

This is a beta feature, which means we're still developing it. Some functionality may change.

Knowledge sources allow Quickbase AI to use information from outside your app's tables and fields to help you complete tasks. With knowledge sources, Quickbase AI can:

  • Search files attached to your records

  • Search the web for analysis and context

  • Read a file you upload in chat

This article explains how to manage knowledge sources available in your realm.

Manage knowledge sources

Admins can manage knowledge sources for the realm on the AI controls page. Changes to feature availability may take up to 5 minutes to apply.

Knowledge sources work through the AI agent. If Access to the AI agent is turned off, knowledge sources can't be used.

You can allow Quickbase AI to read data from files already stored in your Quickbase app. In your request, include where the file is stored, such as the table and record it's attached to.

Request to Quickbase AI that names the table and record where the file is attached.

Quickbase AI only uses files that the asking user already has permission to access. It enforces your existing Quickbase permissions and never grants access to unauthorized data.

If a field has more than one version of a file, Quickbase AI reads the most recent version.

Web search allows Quickbase AI to fetch current public information from the internet to help with your task. For example, the AI agent can look up a company's address and other public information.

Request to Quickbase AI to search the web for the current address of Strong Data Analysis Inc and check it against the Companies table.

Quickbase AI uses web search when a request related to your app needs current information or information that isn't in your app. Web search doesn't access data in your apps.

Files uploaded in chat

When the file upload knowledge source is turned on, you can upload files directly into your Quickbase AI chat messages.

Request to Quickbase AI with a bid PDF uploaded in chat, asking what to get right this time based on what went wrong on Northgate.

Uploaded files are only available in the chat where they were uploaded. Upload files, then ask Quickbase AI to summarize a specific document or extract data from a file. You can upload 1 file per message and up to 5 files per chat. Each file can be up to 10 MB.

Each use of a knowledge source consumes AI credits. Audit logs record when Quickbase AI reads a file attachment from a record, performs a web search, or receives a message with an attached file.