Knowledge bases
Attaching knowledge bases to Stand-ins
An attachment makes an organization knowledge base available for private retrieval by one AI Stand-in. The Stand-in searches attached material when it is relevant and falls back to its instructions when no useful source is found.
- Availability
- All plans
- Configured in
- Dashboard → AI Stand-ins → select a Stand-in → Skills → Use knowledge bases
- Category
- Knowledge bases
- Reference status
- Current
Attach knowledge to a Stand-in
- Open the Stand-in’s Skills tab and locate Knowledge bases.
- Enable knowledge use and select from the organization-visible knowledge bases available to that Stand-in and plan.
- Save the Stand-in. Selection changes do not affect Try it out or public conversations until the editor successfully saves.
- Use Try it out with source-grounded and unsupported questions to verify retrieval and fallback behavior.
Attachment limits
| Plan | Stand-in attachment behavior |
|---|---|
| Base | The included single website knowledge base can be attached to a Stand-in. |
| Pro | Up to 3 knowledge bases can be attached to one Stand-in. |
| Business | Up to 3 knowledge bases can be attached to one Stand-in under the current public entitlement. |
What happens during a conversation
For an AI turn, Stand can search the Stand-in’s attached bases for sections relevant to the visitor’s question. Retrieved excerpts retain source title, page or document identity, and section context for grounding inside the AI pipeline.
The Stand-in uses useful facts naturally in its answer. When no source is relevant, it continues from its customer-controlled instructions and the conversation rather than presenting random source text as an answer.
Ownership and visitor visibility
- Members can see organization knowledge bases, but attachment does not transfer ownership of the source.
- Only the knowledge owner can edit, refresh, replace, or delete it.
- Retrieved source excerpts are private model context and do not appear as visitor-authored text or a visible hidden-instructions card.
- An answer can share a supported source link when relevant, but that is Link sharing behavior and not automatic disclosure of the entire knowledge base.
Refresh, detach, and downgrade behavior
- A successful source refresh updates future retrieval without reattaching the base.
- Detaching changes future turns and does not rewrite completed conversations.
- Deleting the source or knowledge base removes it from future retrieval after deletion completes.
- On downgrade, over-limit resources remain visible but attachment changes and new ingestion can become read-only until the organization returns within entitlement.
- Knowledge quality can reduce unsupported answers but cannot guarantee that every response is correct.
Example
The screen below shows the feature in its normal Stand context. Labels and surrounding controls may vary with account state and plan.
