Academy
Research with Your Own Documents: Mastering Knowledge Bases
Learn how to turn your documents into searchable knowledge the AI can draw from. This intermediate course covers creating and configuring knowledge bases, uploading and importing documents, testing retrieval quality, sharing bases with your team, and using grounded, cited answers across ChatPro, OUPI Studio, Deep Research and workflows.
Course outline
1
What Is a Knowledge Base and Why It Matters
Understand what a knowledge base is and how it enables the AI to ground its answers in your own documents across the platform.
2
Creating Your First Knowledge Base
Create a new knowledge base by choosing a name, description, embedding model, and understanding chunk size and overlap defaults.
3
Adding Documents: Upload and MCP Import
Learn to upload files via the drop zone, monitor processing progress, and alternatively import content from a connected integration with auto-sync.
4
Testing Retrieval Quality
Use the built-in search field to verify that your knowledge base returns relevant passages and learn how to improve results.
5
Using Knowledge Bases Across the Platform
Connect a knowledge base to ChatPro, OUPI Studio, Deep Research and workflow RAG steps so the AI produces grounded, cited answers.
6
Sharing Knowledge Bases with Your Team
Share a knowledge base with team members so everyone benefits from the same grounded AI answers.
7
Troubleshooting, Limits and Best Practices
Handle failed documents, understand embedding credit costs and document limits, and apply best practices for sharp retrieval.
Take this course in OUPI
Progress, quiz and certificate in your account — 8 questions to check what you learned and earn a certificate, in your OUPI workspace.