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Creating & Managing Knowledge Documents

This guide covers the practical steps for working with Knowledge Documents in the Fabius interface, typically found under the “Knowledge” section.

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The Knowledge Document Table

The main page displays a table listing your documents and any folders (directories) you’ve created.
  • Navigation: Click a folder name to navigate into it. Use the breadcrumbs at the top to navigate back up.
  • Viewing Details: Click a document name to open the details panel.
  • Actions: Buttons for creating folders and performing actions on documents (like Delete, Update, Reprocess) are usually available here.

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Creating New Documents

Add knowledge to Fabius using one of the following methods, accessible via tabs on the main Knowledge page:
  • Upload Files
  • Import from the Web
  • Create from Calls
  • Create from Emails
Use this tab to upload files directly from your computer.
  1. Select Files: Click the dropzone or drag-and-drop files. Supported formats include PDF, TXT, Markdown, DOCX, and common audio/video files.
  2. Review & Edit: A table appears showing your selected files. For each file:
    • Edit Name: Defaults to the filename. Best Practice: Change this to a clear, descriptive name (e.g., “Acme Corp Case Study” instead of acme_final_v3.pdf).
    • Add Description: Briefly explain the document’s purpose.
    • Select Type: Choose the category (e.g., “Product Documentation”, “Marketing Materials”).
    • Select Directory (Optional): Assign the document to a folder for organization.
  3. Upload: Click “Upload Documents”.
Fabius creates a Knowledge Document record for each file with the Source set to “Manual Upload”. Background processing starts immediately to prepare the content and generate a summary.
PDFs and text files process quickly. Audio/video files require transcription and may take longer. Check the “Processing Status” in the document details.

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Viewing and Editing Documents

  • Document Details Panel: Click a document name in the table to open its details view.
    • Content Tab: Shows the processed text of the document’s current version.
      • Editing: You can directly edit the text here. Changes are auto-saved after a brief delay. Important: Editing the text always creates a new version of the document. The source remains the same, but the underlying file type might effectively become “Plain Text”.
    • Metadata Tab: Displays details specific to the current version’s source (e.g., the original URL, the specific calls used for generation).
    • Version History Tab: Lists all previous versions. Expand any version to view its historical content and metadata. You can see when changes occurred and what the document looked like at that point.

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Updating Document Content

How you update content depends on how the document was created:

Manual Uploads / Edited Docs

  • Option 1: Edit Directly: Modify the text in the Content tab’s editor. Saves automatically and creates a new version. Best for minor text changes.
  • Option 2: Upload New File: Use the “Update to New Version” button (in the table row actions for “Manual Upload” source docs). This replaces the entire content with the new file, creating a new version. Best for replacing the document wholesale (e.g., uploading playbook_v2.pdf to replace playbook_v1.pdf).

URL-Based Docs (Webpages, GDocs, Videos)

  • Reprocess from Source: Use the “Reprocess” action (available in table row actions if the document has a source URL). Fabius re-fetches content from the original URL. If changes are detected, a new version is created. This is the recommended way to keep these documents synced with their live source.
    - Avoid direct editing: While possible, manually editing the text of a URL-based document breaks the link to the live source. Future “Reprocess” actions will overwrite your manual edits.

Generated Docs (Calls, Emails)

  • Re-generate: These documents represent a point-in-time analysis. To get updated insights (e.g., including more recent calls), you typically re-run the generation process. This creates a brand new Knowledge Document. You might then choose to delete the older generated document if it’s no longer needed. There isn’t usually an “update” function for these types.

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Organizing with Folders

  • Use the “Create Directory” button to make folders.
  • Assign documents to folders during creation or potentially by editing the document’s properties later.

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Deleting Documents

  • Use the “Delete” action (trash icon) in the table row actions.
  • This performs a soft delete. The document is hidden from regular views but not permanently removed. This preserves any historical links or analysis results that might have referenced the document.
Next: How Knowledge Documents Power Analysis