Platform
Resources & Knowledge
Centralize documents, embeddings, and structured data so workflows can reason over trusted knowledge sources.
Knowledge source types
Documents and files
PDF, DOCX, Markdown, and HTML with metadata, tags, and owners.
Structured datasets
Tables, CSV, SQL views, and analytics exports for retrieval.
External APIs
Live context from SaaS tools, CRMs, and internal services.
MCP resources
Attach MCP servers and resource URIs for managed retrieval.
Ingestion pipeline
- Collect sources, assign owners, and define retention policies.
- Normalize formats, extract metadata, and chunk content.
- Generate embeddings and index into vector or hybrid stores.
- Validate retrieval quality with test queries and scoring.
- Schedule refresh or event-driven reindexing.
Session memory
Short-lived context captured per run or conversation.
Workspace memory
Persistent facts shared across workflows and agents.
Entity memory
Customer or project profiles with versioned updates.
Governance and relevance
Access controls on sources with per-block retrieval filters.
Citations and provenance for knowledge-backed outputs.
Freshness signals and expiration windows for time-sensitive data.
PII detection and redaction before indexing.
Similarity thresholds to prevent irrelevant context injection.
Chunking strategy
Tune chunk size and overlap to maximize recall.
Metadata filters
Filter by tags, owner, region, or language.
Ranking and rerankers
Apply LLM or heuristic reranking for relevance.