Knowledge Base (RAG)
Add documents your AI can retrieve from — how content is chunked, embedded, and queried per request, plus tags, statuses, and management.
The Knowledge Base is the set of documents your AI can retrieve from to ground its answers — policies, product docs, FAQs, guides. Uploaded content is chunked, embedded, and queried per request (retrieval-augmented generation, or RAG). In the API and MCP these are RAG Documents.
Recommended: let an agent build your knowledge base
Connect the EgoX MCP and ask your agent: "Create a knowledge-base entry
titled RefundPolicy from the contents of docs/refund-policy.md." The agent pulls the
content straight from your repo or docs and upserts it — no copy-pasting, and it can seed
many documents at once. We think building your knowledge base with an agent is the
better way; entries it creates arrive as reviewable drafts in the Console.
Add a document
In the Console: Project → Knowledge → Upload.
| Field | What it is |
|---|---|
| Title | A name for the document (min 2 chars). Also the identifier used to upsert it over the API/MCP. |
| Content | The text itself — paste it in (min 10 chars). It's stored and rendered as Markdown. |
| Tags | Optional, comma-separated (e.g. docs, product, faq). Used to scope retrieval — see below. |
How it's processed
Once saved, EgoX ingests the document automatically:
Chunk
The content is split into overlapping chunks so each retrievable piece is small and focused.
Ready to retrieve
The document's status moves through pending → processing → completed, and its chunk count appears in the list. A document that fails ingestion shows failed — re-upload it to retry.
Status at a glance. Each document shows a status chip — pending, processing,
completed, or failed — and its number of chunks. Open a document to view its content
and chunks.
How retrieval works at /ask
When RAG is enabled in AI Settings and a request needs grounding, EgoX embeds the
user's message, finds the most relevant chunks across your knowledge base, and adds
them to the model's context before it answers. The response reports how many chunks were
used and marks the intent as rag (or
rag_tools):
const res = await egox.ask({ message: 'What is the refund window?' });
console.log(res.ragChunksUsed); // e.g. 3
console.log(res.intent); // "rag"Scope retrieval with tags
Pass tags on an /ask request to restrict retrieval to documents carrying those tags —
useful when one project serves several domains and you want a request to draw only from
the relevant slice.
Managing documents
- Browse the Knowledge Base as cards or a table, with search and a source filter.
- Inspect a document to read its content and see its chunks.
- Re-upload a
faileddocument to retry ingestion. - Delete documents you no longer want retrieved.
Related
- Have the AI act instead of answer → Endpoints (Tools)
- How intents pick the RAG path → Core Concepts
- Seed knowledge with an agent → MCP Connection