Knowledge Base Quickstart

Build a queryable knowledge store from your documents in minutes. This quickstart walks you through creating a Knowledge Base, uploading a document, and asking questions using the built-in AI chat.

Time to complete: ~10 minutes

Prerequisites

• Access to the Vue.ai platform
• A sample document to upload (PDF, Markdown, or text file)

Step 1: Navigate to Knowledge Base

From the Vue.ai home screen, go to Data Hub → Dataset Manager → Knowledge Base.

You will see the Knowledge Base listing page.

Step 2: Create a New Knowledge Base

1. Click the + New Knowledge Base button.
2. The platform creates a new KB and takes you to its detail page.
3. In the Details tab:
   • Replace the auto-generated name with a meaningful name (e.g., "My First KB").
   • Add a description (e.g., "Test knowledge base for quickstart").
4. Click Update to save.

Step 3: Upload a Document

1. Click the Source tab.
2. Click + Link Source.
3. Fill in the form:
   • Name: Give your source a name (e.g., "Sample Document").
   • Source Type: Select Upload File.
   • Description: Brief description of the document.
4. Drag and drop your file into the upload zone, or click to browse.
5. Click Create.

The source will appear as a card in the Source tab with a Pdf type badge, record count, and ACTIVE status once processing completes.

Tip: You can also select URL as the source type and provide a web address instead of uploading a file.

Step 4: Query Your Knowledge Base

1. Look at the Knowledge Base Chat panel on the right side of the screen.
2. Click the input area that says "Ask a question or make a request...".
3. Type a question about your uploaded document. For example:
   • "Summarize this document"
   • "What are the key topics covered?"
4. Press Enter to send.

The AI will retrieve relevant information from your uploaded document and generate a response.

Step 5: Try More Queries

Experiment with different types of questions:

• Fact-based: "What dates are mentioned in the document?"
• Summarization: "Give me a brief summary of the content."
• Specific details: "What qualifications are listed?"

Click + New Session to start a fresh conversation at any time.

What You've Accomplished

In this quickstart, you:

• ✅ Created a new Knowledge Base
• ✅ Uploaded a document as a knowledge source
• ✅ Queried the document using natural language AI chat

Next Steps

• Add more sources — upload additional documents or URLs to enrich your KB
• Explore How-to Guides: Knowledge Base for detailed instructions
• Learn about Knowledge Base concepts for a deeper understanding