Assistant knowledge settings interface
The knowledge you upload is the foundation of your Assistant’s ability to provide personalized, relevant responses. This content customizes your AI Assistant to understand your specific course materials, institutional policies, and unique program requirements. More importantly, it creates a tailored learning experience that directly supports each student’s individual learning journey, making your Assistant truly supportive rather than generic.
1

Access Assistant Settings

Hover over your Assistant, click the three dots, and select Settings
2

Navigate to Knowledge Tab

Click on the Knowledge tab in the sidebar
3

Choose Upload Method

Select your preferred upload method:

LMS Import

Import content directly from your Learning Management System

Manual Upload

Upload files directly from your computer
4

Configure Source Citations (Optional)

Enable source citations to show which knowledge files your Assistant references in responses. You can toggle sources on or off based on your preferences.
Early Access Feature: Source citations are currently available as an early access feature. Learn more about early access.

Learn more about Sources

Configure your source citation preferences
5

Verify Training Status

Wait for the status to show green and say “Trained” before asking the Assistant about the information in the file

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What to Upload

Course Information

Upload your syllabus, course materials, assignments, and any content specific to your course or program.

Campus-Specific Content

Include information unique to your campus, policies, procedures, and institutional guidelines.

Specialized Terminology

Add documents containing concepts, terminology, or jargon specific to your field or program.

Logistical Details

Include dates, deadlines, schedules, and any time-sensitive information your Assistant should know.
Important: Focus on content that AI models won’t have in their knowledge base. This includes your specific course materials, institutional policies, and unique program requirements.

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Supported File Types

Documents

.pdf .pptx .docx

Plain Text

.txt .text .eml .html .md .xml

Images

.jpg .jpeg .png, .tiff .bmp .heif

Audio

.mp3 .ogg .wav

Video

.mp4 .mov

Code Files

.py .java .c .cpp .h .js .css .sql .R
File Limits: You can upload unlimited files with a maximum size of 150MB per file.

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Managing Your Knowledge Files

Once uploaded, you can manage your knowledge files through the Assistant knowledge settings. Each file has a dropdown menu (three dots) that provides three key actions:
Make your knowledge files more descriptive and easier to identify:
1

Click the Three Dots

Click on the three dots next to the file you want to rename
2

Select Rename

Choose “Rename” from the dropdown menu
3

Enter New Name

Type the new file name in the dialog box
Rename knowledge file interface
4

Save Changes

Click “Save” to apply the new file name
Use descriptive file names that reflect the content, purpose, or source of the file to better organize your knowledge materials.
Retrieve a copy of a knowledge file for backup or modification:
1

Select Download

Choose the “Download” option from the dropdown menu
2

Save Locally

Your browser will prompt you to save the file to your local device
Downloading knowledge files is useful for backing up important content or making modifications before re-uploading.
Remove files from your Assistant’s knowledge base:
1

Select Delete

Choose the “Delete” option from the dropdown menu
2

Confirm Deletion

When prompted, confirm that you want to remove the file
Permanent Action: Deleting a file permanently removes it from your Assistant’s knowledge base. The Assistant will no longer be able to access information contained in that file. This action cannot be undone.

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Optimizing AI Performance

Provide Comprehensive Context

Upload complete documents rather than fragments. AI performs better with full context - include entire syllabi, complete assignment descriptions, and full policy documents rather than excerpts.

Include Explicit Examples

Add files with concrete examples, sample work, and case studies. AI learns patterns from examples and can better replicate the style and quality you expect.

Use Descriptive Metadata

Name files with clear, descriptive titles that indicate content, purpose, and context (e.g., “Week-3-Calculus-Problem-Set-with-Solutions.pdf” vs “homework3.pdf”).

Layer Knowledge Strategically

Start with foundational materials (syllabus, course overview) then add specific content (assignments, readings). This mirrors how humans build understanding from general to specific.

Include Edge Cases

Upload documents that cover exceptions, special circumstances, and frequently asked questions. This helps AI handle unusual situations appropriately.

Validate AI Understanding

Test your Assistant with questions that require connecting information across multiple documents to ensure it’s synthesizing knowledge effectively.

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Next Steps

Knowledge Scope

Configure the boundaries of information your Assistant can access

Assistant Prompt

Set the directions that shape your Assistant’s behavior

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Video Tutorial

See Knowledge Setup in Action

Watch how to configure knowledge scope and upload knowledge files