How to upload documents to the knowledge base
Uploading a document to Bitrix24's knowledge base requires accessing Collaboration, creating or editing a knowledge base article, manually attaching the file, and publishing it. Documents are not indexed for AI search. In Teeo, you attach the file in a message and it becomes immediately available.
How to do it in Teeo
“Upload this document to the knowledge base [PDF attached]”
The document is indexed in the knowledge base and the assistant can search and cite its content.
How to upload documents to the knowledge base in Bitrix24: step by step
Requirements
- ·Bitrix24's Knowledge Base is under Collaboration and allows attaching files to articles, but does not index content for AI search.
- ·Bitrix24.Drive can be used for document storage, but also does not offer semantic search over content.
- ·Advanced content searches over documents require integration with external tools.
Log in to Bitrix24
Go to your Bitrix24 portal (e.g., yourcompany.bitrix24.com) and enter your credentials. Complete the two-step verification if it is enabled.
Access the Collaboration module
In the left-side navigation bar, click 'Collaboration' or find the corresponding icon. The team collaboration tools panel will open.
Open Knowledge Base
Inside Collaboration, find and click 'Knowledge Base'. If it doesn't appear directly in the menu, look under 'More' or use Bitrix24's global search.
Select or create a knowledge base
If you have multiple knowledge bases, select the one that corresponds to the area where you want to upload the document. If none exists, click 'Create Knowledge Base' and enter the name and description.
Create a new article or open an existing one
Click 'Create Article' to create a new article where you will attach the document, or open an existing article related to the document topic. In Bitrix24, documents are attached to articles.
Enter the article title and content
Write a descriptive title for the article and add a brief description of the document you are attaching. This will make it easier to find the file later in the knowledge base.
Attach the document to the article
In the article editor, find the file attachment option (paperclip icon or 'Attach File' button). Click it and select the PDF or document from your computer. Wait for the upload to complete.
Configure access permissions
Before publishing, check the article's access permissions. You can set it as public for all employees, or restrict it to specific departments or users using the 'Access Rights' options.
Publish the article with the attached document
Click 'Publish' or 'Save' to publish the article with the attached document. The file will be available to users with access to that knowledge base, but will not be automatically indexed for AI search.
Frequently asked questions
Where is the Knowledge Base in Bitrix24?
The Knowledge Base in Bitrix24 is found under Collaboration → Knowledge Base. From there you can create knowledge bases, articles, and attach documents to each article. Documents are not automatically indexed for AI search.
Can I search the content of a PDF uploaded to Bitrix24's Knowledge Base?
Not directly. Bitrix24 allows attaching PDF files to Knowledge Base articles, but does not index the PDF content for semantic searches. You can only search by the title or description of the article containing the attachment.
What is the difference between uploading a document to Bitrix24's Knowledge Base vs Teeo?
In Bitrix24 the document is manually attached to an article and is not searchable by content. In Teeo, you attach the PDF in a message and the assistant automatically indexes the content, enabling it to search and cite specific information from the document in future conversations.