A prospect asks about your refund window. Sayli answers from your refund policy, not from a guess. The Knowledge Base is how you teach Sayli what your team knows. In the app, it lives under Memories.
Teach Sayli what your team knows
Knowledge is org-scoped, so what you add gets reused everywhere. The live window, the brief, and Ask all draw from the same source.
There is no personal Knowledge Base. Every document, note and link you add is visible to your whole workspace and can be quoted back in anyone's answer. If something should not be readable by your colleagues, do not put it here. For material that matters to one call only, add it to that meeting instead (see below).
Three ways to add knowledge
Pick whatever fits the source you have.
Upload a file: PDF, Word, Excel, PowerPoint, Markdown, plain text, CSV, TSV, JSON, HTML, or RTF. Sayli reads it and adds it to the library.
Paste a note as raw text. Good for a snippet that does not live in a file yet.
Give a web URL. Sayli fetches the page and strips it to text, with safety guards on what it will pull.
Context for one meeting
Sometimes a fact matters for a single call, not the whole workspace. On a meeting's brief, under What Sayli walked in knowing, add a file to that meeting alone. It stays scoped to that meeting and never joins the shared library.
Mark it Keep on this Mac and the file stays on your computer. Your workspace's Owners and Admins set the size limits, 10 MB a file and 50 MB a meeting unless they change them.
Where your knowledge shows up
When you add a document, Sayli splits it into passages and indexes them in a vector index. When you ask a question, Sayli pulls the most relevant passages and grounds the answer in them.
This is semantic retrieval. It matches on meaning, not keywords, so a question phrased one way still finds a passage phrased another.
Every answer in the live window, the brief, and Ask leans on the same library. Teach it once, and it shows up across all three.
Limits by plan
Knowledge Base storage scales with your plan. Viewers are read-only and cannot upload.