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CompanyWizard

Your first document in the knowledge base

User

The knowledge base turns your own documents into the AI’s knowledge source. Instead of answering from the general internet, CompanyWizard then responds based on your content — with a source reference.

From document to answer: upload, index automatically, use as context in the chat. From document to answer: upload, index automatically, use as context in the chat.

In three steps

Section titled “In three steps”
  1. Upload — open the Knowledge Base and upload a document (Word, PDF, Markdown and more). Larger collections come in through the Import page.
  2. Indexed automatically — CompanyWizard processes the document and adds it to the knowledge base. This happens in the background.
  3. Use it in the chat — ask a question about it in the chat. The answer draws on your document and links back to the original passage.

The Knowledge Base: upload actions at the top, the folder tree on the left, a document preview on the right.

The Knowledge Base: upload actions at the top, the folder tree on the left, the document preview on the right.

Good to know

Section titled “Good to know”
  • Role-based access: documents carry a confidentiality level and a department/role assignment — only those allowed can see them.
  • Multiple knowledge areas (vaults): separated by department, team or project; plus a personal area just for you.
  • PII protection applies here too — content is protected before AI processing.

What’s next

Section titled “What’s next”