Organize your documents into collections for better access control and AI scoping.
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Collections are groups of documents that define what your AI can access. They provide scoping and access control for your knowledge base.
Access Control: Different teams or use cases need access to different information.
Better Answers: Narrower scope means more relevant, focused responses.
Easier Management: Organize documents by project, team, or purpose.
Manual Upload:
From Connections:
Auto-Assignment: Set rules to automatically add documents:
Use Cases:
Visibility: Contains only information safe for public consumption.
Use Cases:
Visibility: Accessible only to authenticated team members.
Use Cases:
Visibility: Limited to project team members.
Use Cases:
Visibility: Department-specific access.
Within Organization:
External Sharing:
Combine two collections:
For completed projects:
Permanently remove:
Warning: Deleting a collection does not delete documents, only the grouping.
Clear Naming: Use descriptive names that indicate purpose and scope.
Regular Reviews: Audit collection membership quarterly.
Minimize Overlap: Avoid duplicating documents across too many collections.
Use Hierarchies: Create parent/child relationships for related collections.
Set Owners: Assign a team member responsible for each collection.
Define rules for automatic document handling:
Auto-Tagging: Automatically tag documents based on content.
Retention Policies: Archive or delete documents after a specified period.
Access Reviews: Periodic prompts to review and confirm access.
Track collection usage:
Use this data to optimize your collections over time.