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

# Knowledge Base

> The documents and data Emanate draws on to answer questions and draft replies

The **Knowledge Base** is your organization's shared library of product knowledge. Upload your catalogs, spec sheets,
pricing guides, and FAQs, and every AI agent (the one drafting email replies, the one building quotes, the analyst
in [Intelligence](/intelligence/overview)) can draw on them to answer accurately.

Find it under **Knowledge Base** in the sidebar. It's organized as a single table with side drawers, plus visual
search that finds content by meaning, not just filename.

## Two ways to add knowledge

<Note>
  For documents that already live in OneDrive, Google Drive, SharePoint, Dropbox, or Box, connect them under
  [Integrations → CSM](/integrations/csm) instead of uploading copies. Grant the folders assistants should read;
  files stay in your drive and stay current as they change.
</Note>

### Documents & files

Upload the materials your team relies on: product catalogs, spec sheets, FAQs, sales collateral.

| Format                 | Best for                                           |
| ---------------------- | -------------------------------------------------- |
| PDF (`.pdf`)           | Catalogs, brochures, spec sheets                   |
| Word (`.docx`, `.doc`) | Sales materials, guides                            |
| Text (`.txt`)          | FAQs, simple documents                             |
| Images                 | Drawings, labeled diagrams (searchable by content) |

Drop a file in and it's processed and ready in a minute or two. Give each document a clear, descriptive name so
agents know when to reach for it.

### AI Data Import

For structured data (product lists, pricing tables, inventory, customer lists) use the **AI Data Import** wizard,
which recognizes spreadsheets and maps them for you.

<Steps>
  <Step title="Upload">Drag in your Excel or CSV files.</Step>
  <Step title="Classify">Emanate detects what kind of data each sheet holds.</Step>
  <Step title="Map columns">Confirm how columns map to fields. The wizard proposes the mapping.</Step>
  <Step title="Import">Run it and track progress; review your import history any time.</Step>
</Steps>

<Note>
  The same import wizard is how leads and accounts get loaded. See [Leads](/leads/overview). When a sheet is a data
  reference rather than a list of companies, it belongs in the Knowledge Base.
</Note>

## Writing knowledge agents can use

The quality of your Knowledge Base sets the ceiling on the quality of AI drafts. A few habits that help:

* **Be specific:** real product names, SKUs, exact specs and prices.
* **Be complete:** spell things out; don't assume context.
* **Structure it:** clear headings and bullet lists beat walls of text.
* **Keep it current:** refresh documents when products or pricing change; delete stale ones.

## Where it's used

* **Email drafts** ([Channels](/channels/overview)): replies cite the right product and policy details.
* **Quotes** ([Quotes](/demand/quotes)): pricing and specs come from your data.
* **Intelligence:** the analyst can search your documents alongside your live data.

## Next steps

<CardGroup cols={2}>
  <Card title="Business DNA" icon="dna" href="/business-dna/overview">
    Teach Emanate your brand and voice
  </Card>

  <Card title="Channels" icon="bot" href="/channels/overview">
    The email agent that draws on your knowledge
  </Card>

  <Card title="Custom Actions" icon="bolt" href="/custom-actions/overview">
    Let agents pull live data, not just documents
  </Card>
</CardGroup>
