Knowledgebase is available to Keldyn admins who also hold the Read
organisational context (
knowledge.read) permission. Google Drive can be
connected by anyone who can manage integrations; Confluence, Notion, and
Otter stay Keldyn-admin-only. If you do not see Knowledgebase, ask an admin.What it’s for
Use Knowledgebase when you need the organisation’s own wording:- What does our access-control policy actually say?
- Where did we record the decision to host customer data in the EU?
- What did the last security review conclude?
How it works
The same five stages appear the first time you open Knowledgebase. They are the real path from a source file to a cited passage — not a sketch.1
Ingest
Files from the Org Library, use cases, Drive, Confluence, Notion, Otter, and
notes you type in land in one team index. Unchanged files are skipped
using a content hash, so a quiet source does not get rewritten every sync.
2
Categorize
Each document gets a browse folder, a type, and an authority score.
Approved Library wording ranks highest. Text is split on headings so a
question about one section can retrieve that section, not the whole file.
3
Plan query
You ask in your own words. Simple questions search by keyword. Trickier
ones use a planner. Names are matched to records that already exist in
Keldyn — they are never guessed.
4
Retrieve and rank
Keyword and meaning search run together. Passages are scored by relevance,
authority, and freshness, then narrowed
to the best few.
5
Result
You get cited passages and a link back to the source. If nothing
matches, Knowledgebase says so instead of inventing a result. For a drafted
answer from those passages, open AI Chat.
Knowledgebase is a query builder: one question, filters on the page, passages
back. AI Chat drafts an answer, keeps follow-ups, and can also read live
GRC records (controls, tasks, use cases). Use Knowledgebase when you want to
inspect the sources; use AI Chat when you want prose. The same search is
available to signed-in users through the Keldyn MCP server.
What feeds the index
Org Library
Documents you upload under Library. Approved Library wording ranks highest when two sources say different things.
Use case documents
Files attached to a use case during assessment or later in the workspace.
Connected sources
Folders, spaces, pages, and meetings you connect under Integrations → Knowledge.
Manual entries
Notes you type into the index browser when nothing else covers the gap.
Connect a knowledge source
Google Drive
Index a folder or shared drive. Docs, PDFs, and text files become searchable.
Confluence
Index selected Confluence Cloud spaces and their supported attachments.
Notion
Index the Notion pages you share with Keldyn during consent.
Otter.ai
Index meeting transcripts from chosen Otter channels.
1
Open Integrations
In the Keldyn web app, go to Integrations. Filter to Knowledge, or open a connector from the Knowledgebase index toolbar.
2
Choose what to expose
Pick the folder, spaces, pages, or channels that should be searchable. That selection is the access boundary — Keldyn does not inherit per-page or per-file permissions from the source.
3
Connect and wait for the first sync
Complete consent (or paste an API key for Otter). The first sync backfills everything in scope. After that, each connector refreshes on its own schedule. Use Sync now if you need an immediate pull.
4
Search Knowledgebase
Open Knowledgebase, ask a question, and follow a citation back to the file. Show in index opens that file’s folder in the browser.
Search and browse
Knowledgebase is a query builder, not a chat. You ask one question at a time. Filters for source, document type, authority, date range, and how many passages to return sit on the page.For a drafted answer from those passages, or to ask a follow-up, open AI
Chat. Knowledgebase itself returns citations only.
Knowledgebase → open a folder, or Show in index from a result) lists files the way a drive does: one folder level at a time, with breadcrumbs in the URL.
From the browser you can:
- Open a file to read its sections as collapsible passages. They start collapsed; expand one to load that passage. The section list scrolls inside the dialog.
- New folder / New file to add a manual entry next to the documents that do not cover a gap.
- Remove from index to stop Keldyn citing a file or folder. This does not delete the item from Drive, Confluence, Notion, Otter, or the Org Library. A later sync will not put a removed item back.
How Keldyn ranks what it finds
When two passages both match, Keldyn prefers the source the organisation has already signed off:
A transcript records what someone said, not what the organisation decided. Written policy outranks a hallway disagreement that happens to be in the notes.
Keep the index current
Connected sources refresh on a schedule. Drive and Confluence check for changes every few minutes; Notion about every ten minutes; Otter about every three hours. Unchanged files are skipped. Deleted, archived, or unshared items are unpublished so they stop appearing in search, while an existing citation still resolves. Disconnecting a connector unpublishes that connector’s documents. It does not delete them from the source system. Reconnecting restores the index after the next sync.Privacy, in one paragraph
Keldyn only indexes what you connect, defaults to indexing nothing until you choose a folder, space, or channel, and never asks write access of Drive, Confluence, Notion, or Otter. It never fetches Otter audio. Indexed text is readable by Keldyn admins on your team who hold Read organisational context — source-side sharing (a Confluence page restricted to four people, a meeting shared with three) does not carry over. Read the privacy page before you connect a source that contains personal or restricted material.Next steps
Knowledgebase privacy
What is collected, who can read it, and how to take it back out.
Google Drive
Choose a folder and connect a Google account.
Confluence
Select spaces and connect Confluence Cloud.
Notion
Share pages with Keldyn during Notion consent.
Otter.ai
Paste an Enterprise API key and choose channels.