Skip to main content
The Knowledge Base is the foundation of your agent’s knowledge. By uploading approved documents and adding website URLs, you give your agent the source material it needs to provide accurate, evidence-based responses — grounded in your own content rather than general AI knowledge.
Access the Knowledge Base by selecting an agent from the Agents list and clicking the Knowledge Base tab.

​
How it works

Compass uses a technique called Retrieval-Augmented Generation (RAG) to connect your documents to the AI model:
  1. Chunking — Your documents are split into smaller, manageable sections
  2. Embedding — Each section is converted into a numerical representation using AI
  3. Storage — These representations are stored in a vector database for fast retrieval
  4. Retrieval — When a user asks a question, the most relevant sections are retrieved and provided as context to the AI model
  5. Response — The AI generates a response grounded in your approved content
This means your agent’s answers are based on the specific materials you provide, reducing the risk of inaccurate or off-label information.

​
Source types

You can add two types of sources to your Knowledge Base:

PDF Documents

Upload PDF files such as prescribing information, clinical study reports, product information leaflets, and approved marketing materials.

Website URLs

Add web page URLs to scrape and index content from your existing websites, product pages, or online resources.

​
Uploading PDF documents

1

Open the upload sheet

On the Knowledge Base tab, click Add Document. An upload sheet will appear.
2

Select your file

Click the upload area or drag and drop a PDF file. The file must be in PDF format and no larger than 10 MB.
3

Add metadata

Fill in the document details:
  • Name — A descriptive name for the document
  • Author — The document author or organisation
  • Publication date — When the document was published
  • Therapeutic area — The relevant therapy area
  • Source type — The category of the document
4

Upload and process

Click Upload to submit the document. It will begin processing immediately.
Upload your product information leaflets, clinical studies, SmPCs, and approved labelling to give your agent comprehensive, authoritative knowledge.

​
Adding website URLs

1

Open the URL sheet

On the Knowledge Base tab, click Add URL. A URL entry sheet will appear.
2

Enter the URL

Paste the full website URL you want to index. The page content will be scraped and processed.
3

Add metadata

Fill in the source details — name, author, publication date, therapeutic area, and source type — just as you would for a PDF.
4

Submit for processing

Click Add to submit the URL. Compass will fetch and index the page content.

​
Document processing pipeline

After you upload a document or add a URL, it moves through a processing pipeline:
StatusDescription
PendingThe document has been submitted and is queued for processing.
ProcessingThe document is being chunked, embedded, and indexed.
IndexedProcessing is complete. The document is now available to your agent.
ErrorSomething went wrong during processing. Check the document and try again.
The Knowledge Base page automatically checks for status updates every 5 seconds while documents are processing. You’ll receive a toast notification when indexing is complete.
Documents may take a few minutes to process depending on their size. Large clinical study reports or lengthy prescribing information documents will take longer than shorter materials.

​
Managing documents

Once a document is indexed, you can manage it from the Knowledge Base list:
  • Edit metadata — Update the document name, author, publication date, therapeutic area, or source type
  • Reindex — Trigger reprocessing if the source content has changed or if you want to refresh the indexed data
  • Delete — Permanently remove the document from the Knowledge Base
Deleting a document removes it from the agent’s knowledge immediately. The agent will no longer be able to reference that content in its responses.

​
Best practices

Prioritise approved and authoritative materials — prescribing information, approved labelling, published clinical studies, and regulatory-approved marketing content. The quality of your agent’s responses directly reflects the quality of its knowledge base.
When product information changes (new indications, updated safety data, revised labelling), update or replace the relevant documents in your Knowledge Base promptly.
Accurate metadata helps you manage a growing knowledge base. Use clear, consistent names and always specify the therapeutic area and publication date.
Check back after uploading to confirm documents reach Indexed status. If a document shows an Error status, review the file and re-upload if needed.