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Knowledge Base & AI Assistant

The Knowledge Base turns your own security documents — policies, standards, runbooks, prior questionnaires — into a searchable library that an AI assistant can answer questions from. Instead of digging through files to find "what's our MFA policy?" or "how do we handle a data breach?", you ask in plain language and get an answer grounded in your documents, with the sources cited.

It also helps with two recurring chores: auto-filling security questionnaires from your existing material, and searching across everything you've uploaded.

What it does​

  • Document Q&A (RAG) — ask questions in natural language and get answers drawn from the documents you've uploaded, not the open internet. Each answer shows a confidence score, the source documents it used, and suggested follow-up questions.
  • Document library — upload, organize, search, and manage your security documents. Files are grouped into sections (for example, Security Policies, Compliance Frameworks, Technical Documentation, Incident Response, Risk Assessment), and you can create your own sections too.
  • Questionnaire auto-fill — upload a security questionnaire as an Excel (.xlsx) file and the assistant fills in answers from your knowledge base, complete with confidence scores and source citations, then hands you the completed file to download and review.
  • Usage analytics — see how the knowledge base is being used: total documents, questions asked, popular questions, and the most-referenced documents.

:::note Bring your own AI provider The assistant works with major model providers, including OpenAI, Anthropic (Claude), and Google Gemini, plus a built-in default. Your administrator chooses and configures the provider; you select which one to use from the AI Assistant tab. :::

How to use it​

Open Knowledge Base from the left navigation. The page has five tabs across the top: AI Assistant, Document Management, Document Library, Questionnaire Auto-Fill, and Usage Analytics.

1. Upload your documents​

The assistant can only answer from what you've given it, so start by adding documents.

  1. Go to the Document Management tab.
  2. Choose Single Upload (one file with full details) or Bulk Upload (many files at once, sharing the same settings).
  3. Select a file, give it a title, pick a section, and optionally set a document type, sensitivity level, tags, and description.
  4. Select Upload. The document is processed in the background and becomes available for Q&A shortly — its status changes to Ready when it's searchable.

:::tip Supported files You can upload PDF, Word (.doc / .docx), text (.txt), and Markdown (.md) files, up to 50 MB each. Bulk upload accepts up to 50 files at a time. :::

2. Ask the AI assistant​

  1. Open the AI Assistant tab.
  2. (Optional) Narrow the scope with the question type (General, Compliance, Technical, Policy, Procedure, Risk, Incident) and a specific section — leave both as-is to search everything.
  3. Type your question (for example, "What is our password rotation policy?") and select Ask.
  4. Read the answer, check its confidence level and Sources, and select a Related Question to dig deeper. The assistant remembers the conversation, so follow-ups build on what you've already asked.
  5. Give a quick 👍 / 👎 on each answer to help improve future results, or select Start New Conversation to reset the context.

Need a starting point? The Quick Start Templates on the same tab pre-fill common questions about compliance, incidents, risk, and controls.

3. Find a specific document​

  1. Go to the Document Library tab.
  2. Search by title, content, or topic, or filter by section.
  3. Open a document's actions to Ask AI About This (jumps to the assistant with the document pre-loaded) or Delete it.

4. Auto-fill a security questionnaire​

  1. Open the Questionnaire Auto-Fill tab.
  2. Upload an Excel (.xlsx) file that has a column of questions.
  3. Select Auto-Fill Questionnaire. The assistant searches your documents for relevant answers (this can take a few minutes for large files).
  4. The completed Excel downloads automatically, with AI answers, confidence scores, and source citations. A summary shows how many questions were filled, skipped, and the average confidence.

:::warning Always review AI answers Auto-fill is a drafting aid, not a final submission. Review every answer — especially low-confidence ones — before you send a questionnaire to a customer or auditor. :::

Tips & prerequisites​

:::tip Better answers from cleaner documents If the assistant returns low-confidence answers, or a document is flagged as unreadable, use Re-extract & Re-embed (on the Questionnaire Auto-Fill tab) to redo text extraction, or Regenerate AI Summaries if only the summaries are missing. Both run in the background. :::

:::note Everything stays in your team Your documents, questions, and answers are scoped to your active team. You only see — and the assistant only answers from — material that belongs to the team you're currently in. Check the team selector in the top-right before uploading or asking. :::

:::warning Mind document sensitivity Anything you upload can be used to answer questions for your team. Only add material your team is permitted to see, set an appropriate sensitivity level, and review your team membership before adding confidential policies. :::