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Save a chat answer to the knowledge base

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When an answer is especially useful, you may want to keep it available for good — as a document in the knowledge base that the AI uses as a source from then on. Three paths lead there — the fastest is straight from the answer toolbar.

Copy the answer and paste it as a new file in the Knowledge Base editor, or export it as Word/PDF and import it. Copy the answer and paste it as a new file in the Knowledge Base editor, or export it as Word/PDF and import it.
Section titled “Path A: directly with “Save to KB” (recommended)”
  1. Save to KB — hover over the answer and click Save to KB in the answer toolbar.
  2. Pick a vault & title — in the picker, choose the writable knowledge area (vault) and a title.
  3. Done — the whole answer is stored as a Markdown note in the chosen vault (respecting your roles/confidentiality) and indexed automatically.

If the answer contains a diagram or chart, the new note renders it identically when opened; the source text is preserved for search. → Visual answers: diagrams & charts

Path B: copy and create a new file (for full control over the content)

Section titled “Path B: copy and create a new file (for full control over the content)”
  1. Copy the answer — hover over the answer and click Copy in the answer toolbar.
  2. Open the Knowledge Base — switch to the Knowledge Base via the sidebar.
  3. Create a new file — choose New file, enter the path/name and create it in the right knowledge area (vault).
  4. Paste & save — paste the copied text in the Markdown editor, add a title and confidentiality level if needed, and save.

The new file is indexed automatically and is then available in the chat as a knowledge source with a source reference.

A chat answer with a "Sources" section and the answer toolbar below it (share, export, copy, remember).

The answer toolbar: use Save to KB to store the answer directly (Path A), use Copy to take the text (Path B), use Export to create a file (Path C).

Path C: export and import (for formatted documents)

Section titled “Path C: export and import (for formatted documents)”
  1. Export — click Export in the answer toolbar and choose Word or PDF.
  2. Import — read the file in via the Import page, review it and add it to the knowledge base (publish it).

Good to know

Section titled “Good to know”
  • Roles & confidentiality — assign the right confidentiality level and department/role mapping when creating it; only those allowed can see it.
  • Personal vs. shared — save the answer in your personal area if it is meant for you only, otherwise in the appropriate team vault.
  • Not to be confused with “Remember”: The toolbar action Remember writes a short fact into the AI’s Personal Memory — that is something different from a document in the knowledge base.

What’s next

Section titled “What’s next”