Ventus AI
AI Teammate

Create a Knowledge Base

Build a knowledge base by uploading documents and connecting Google Drive for your AI teammates to reference.

A knowledge base is a collection of documents that your AI teammates search when answering questions. Knowledge bases are managed at the company level — one knowledge base can be shared across multiple teammates.

Supported File Types

CategoryFormats
DocumentsPDF, DOC, DOCX, TXT, MD, JSON
SpreadsheetsXLS, XLSX, CSV
PresentationsPPT, PPTX
ImagesPNG, JPG, JPEG, GIF, WEBP

You can upload up to 100 files per batch.

Step 1: Open Knowledge Bases

Navigate to prime.ventus.ai/teammate/knowledge.

This page lists all knowledge bases in your organization, including document counts and which teammates have access.

Knowledge base list

Step 2: Create a Knowledge Base

Click the + button in the top-right corner.

FieldRequiredDescription
NameYesA descriptive name (e.g., "HR Policies", "Product FAQ"). Max 255 characters.
DescriptionNoHelps teammates and team members understand the scope of this knowledge base. Max 500 characters.

Click Create to save.

Create knowledge base

Step 3: Add Documents

Open the knowledge base and click Upload Document. You have two options:

Connect your Google account to import documents directly from Google Drive, Google Docs, and Google Sheets.

Benefits of Google Drive import:

  • Auto-sync — Changes made in Google Drive are automatically reflected in the knowledge base
  • Centralized management — Maintain a single source of truth in Google Drive
  • Bulk import — Select multiple files and folders at once

To connect Google Drive:

  1. Navigate to prime.ventus.ai/teammate/settings?tab=integrations
  2. Find Google Docs under the Knowledge section and click Connect
  3. Complete the Google OAuth authorization flow
  4. Return to your knowledge base and select Import from Google Drive

Google Docs connection in Settings

Import from Google Drive

Option B: Upload Files

Drag and drop files or click to select from your computer. Uploaded files are processed and indexed automatically.

Upload files

Google Drive integration requires the Edit Integrations permission. Contact your administrator if you do not see the Connect option.

File Indexing Status

After uploading or importing, each file goes through an indexing pipeline:

StatusDescription
PendingQueued for processing
ProcessingBeing parsed and indexed
CompletedReady — searchable by teammates
FailedAn error occurred. Review the status message and try re-uploading or reindexing.

Step 4: Manage Files

Once files are indexed, the following actions are available from the file's action menu:

ActionDescription
EditOpen the built-in editor to review or modify parsed content
ReindexRe-process the file after content updates
ExportDownload the parsed content as PDF, DOCX, XLSX, or CSV
DeleteRemove the file from the knowledge base

Knowledge base file actions

Next Steps

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