> ## Documentation Index
> Fetch the complete documentation index at: https://docs.keldyn.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Knowledgebase

> Search policies, design decisions, and meeting notes across your organisation — and connect Drive, Confluence, Notion, and Otter so they stay current.

Knowledgebase is Keldyn's organisational search. Ask a question in your own words and get **cited passages** from the documents your team has uploaded or connected — policies, design decisions, wiki pages, and meeting notes — instead of an unsourced answer.

It lives under **Knowledgebase** in the sidebar. Drafted answers and follow-up questions live in **AI Chat**.

<Note>
  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.
</Note>

## 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?

Keldyn searches one index, then shows the passages it used and where they came from. If nothing matches, it says so instead of inventing a result.

Knowledge connectors are **not** evidence integrations. Connecting Drive, Confluence, Notion, or Otter does not feed [automated control evidence](/evidence-and-audits). Those tools keep the index current so people and agents can find what the organisation has already written down.

## 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.

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Retrieve and rank">
    Keyword and meaning search run together. Passages are scored by relevance,
    [authority](#how-keldyn-ranks-what-it-finds), and freshness, then narrowed
    to the best few.
  </Step>

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

<Info>
  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](/keldyn-mcp-server).
</Info>

How collection is limited — what is never fetched, who can read an indexed
file, and how to take something back out — is on
[Knowledgebase privacy](/knowledgebase-privacy).

## What feeds the index

<CardGroup cols={2}>
  <Card title="Org Library" icon="library">
    Documents you upload under **Library**. Approved Library wording ranks highest when two sources say different things.
  </Card>

  <Card title="Use case documents" icon="folder">
    Files attached to a use case during assessment or later in the workspace.
  </Card>

  <Card title="Connected sources" icon="plug">
    Folders, spaces, pages, and meetings you connect under **Integrations → Knowledge**.
  </Card>

  <Card title="Manual entries" icon="pen-line">
    Notes you type into the index browser when nothing else covers the gap.
  </Card>
</CardGroup>

Keldyn also answers questions from live organisation records — the org profile, org chart, team roster, use case register, architecture summaries, audit rollups, and third-party register — without copying those records into the index. Those answers always reflect the current record, not a snapshot from the last sync.

## Connect a knowledge source

<CardGroup cols={2}>
  <Card title="Google Drive" icon="hard-drive" href="/integrations/google-drive" arrow={true}>
    Index a folder or shared drive. Docs, PDFs, and text files become searchable.
  </Card>

  <Card title="Confluence" icon="file-text" href="/integrations/confluence" arrow={true}>
    Index selected Confluence Cloud spaces and their supported attachments.
  </Card>

  <Card title="Notion" icon="notebook-text" href="/integrations/notion" arrow={true}>
    Index the Notion pages you share with Keldyn during consent.
  </Card>

  <Card title="Otter.ai" icon="mic" href="/integrations/otter" arrow={true}>
    Index meeting transcripts from chosen Otter channels.
  </Card>
</CardGroup>

<Steps>
  <Step title="Open Integrations">
    In the Keldyn web app, go to **Integrations**. Filter to **Knowledge**, or open a connector from the Knowledgebase index toolbar.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Warning>
  Once a document is indexed, any Keldyn admin on the team who can open
  Knowledgebase can read it — including a Confluence page that was restricted
  to a few people, or a meeting that was shared with a small group. Only connect
  sources you are willing to make visible to those admins.
</Warning>

## 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.

<Info>
  For a drafted answer from those passages, or to ask a follow-up, open **AI
  Chat**. Knowledgebase itself returns citations only.
</Info>

The index browser (`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:

| Source                         | Typical use                         | Rank       |
| ------------------------------ | ----------------------------------- | ---------- |
| Approved Library document      | Signed-off policy wording           | Highest    |
| Library upload or manual entry | Working documents written in Keldyn | High       |
| Use case document              | Project-specific files              | Medium     |
| Drive, Confluence, Notion      | Connected wikis and drives          | Medium-low |
| Otter meeting transcript       | What was said on a call             | Lowest     |

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](/knowledgebase-privacy) before you connect a source that contains personal or restricted material.

## Next steps

<CardGroup cols={2}>
  <Card title="Knowledgebase privacy" icon="shield" href="/knowledgebase-privacy" arrow={true}>
    What is collected, who can read it, and how to take it back out.
  </Card>

  <Card title="Google Drive" icon="hard-drive" href="/integrations/google-drive" arrow={true}>
    Choose a folder and connect a Google account.
  </Card>

  <Card title="Confluence" icon="file-text" href="/integrations/confluence" arrow={true}>
    Select spaces and connect Confluence Cloud.
  </Card>

  <Card title="Notion" icon="notebook-text" href="/integrations/notion" arrow={true}>
    Share pages with Keldyn during Notion consent.
  </Card>

  <Card title="Otter.ai" icon="mic" href="/integrations/otter" arrow={true}>
    Paste an Enterprise API key and choose channels.
  </Card>
</CardGroup>
