Knowledge Hub
Calk's knowledge management system allows you to connect various data sources and import documents to enhance your AI agents' capabilities. The knowledge system is organized into several sections accessible from the sidebar.
Sources Overview
The main Sources page serves as your integration hub where you can connect and manage all your business tools and data sources. Here you can:
View all available integrations with their connection status
See which integrations are "Connected" with green status indicators
Monitor last sync times and manage synchronization (for Notion and Drive only)
Control privacy settings (Private/Public) for each integration. Setting an integration to “Public” will share your connection token / API key with the other users in your company, allowing them to also use the integration in question.
Use sync buttons to manually refresh data from connected sources
Disconnect integrations when no longer needed
Local Files Management
Upload and manage documents directly from your computer to make them available to your agents.
Importing Local Documents:
Navigate to the "Local Files" section in the sidebar
Click the "+ Import a document" button
Select files from your computer or drag and drop them into the interface
Files are automatically processed and made available for you to add them to your agents
Managing Local Files:
File Information: View name, owner, privacy setting, file size, and upload date
Search & Filter: Use the search bar and filters to find specific documents
Privacy Control: Adjust privacy settings using the dropdown in the Privacy column
File Limitations:
Maximum file size: 20MB per document
Supported formats include PDFs, text files, and common document types
Google Drive Integration
Access and import files directly from your connected Google Drive workspace.
Managing Google Drive Files:
Ensure your Google Drive integration is connected from the Sources page
Navigate to "Drive" in the sidebar
Use "Sync all" to refresh your file list from Google Drive
Click "+ Import file" to add specific files to your knowledge base
Google Drive Features:
Manual Sync: Files stay up-to-date with your Google Drive
Selective Import: Choose which files to make available to AI models
File Management: Same interface as local files with privacy controls and search
Notion Integration
Connect your Notion workspace to access pages and databases.
Managing Notion Content:
Connect your Notion workspace from the Sources page
Access "Notion" from the sidebar to view available pages
Use "Sync all" to refresh content from your Notion workspace
Click "+ Add page" to import specific pages or databases
Notion Features:
Page Organization: View Notion pages with hierarchical structure
Database Access: Import Notion databases and their content
Content Sync: Keep Notion content updated with regular synchronization
Privacy Controls: Manage access permissions for imported Notion content
Website Scraping
Add web content to your knowledge base by scraping websites and making them available to your agents.
Adding Websites:
Navigate to "Websites" in the sidebar under the Tools section
Click "+ Add a website" to add a new site
Enter the website URL you want to scrape
The system will automatically scrape and process the content
Website Management:
URL Tracking: View all scraped websites with their URLs and status
Knowledge Best Practices
Organization Tips:
Use Clear Naming: Give files and imports descriptive names for easy identification
Privacy Settings: Use "Personal" for individual reference materials and "Public" for team
Regular Maintenance: Periodically review and remove outdated documents
Sync Management: Regularly sync connected integrations to keep information current
Search and Discovery:
Use the search functionality across all knowledge sections
Apply filters to quickly find specific types of content
Organize content with consistent naming conventions
Security Considerations:
Review privacy settings before making content "Public"
Ensure you have proper permissions for uploaded and shared content
Regularly audit access permissions for sensitive information
Use integration-specific privacy controls when available
Performance Optimization:
Remove duplicate or outdated files to improve search results
Keep file sizes reasonable (under 20MB for local uploads)
Use selective syncing for large integrations
Monitor storage usage and clean up unnecessary content (you can monitor your storage in the analytics section of your account)
Your knowledge base serves as the foundation for your AI agents' capabilities. The more relevant, well-organized information you provide, the better your agents will perform across various tasks and queries.
Last updated