DocsModulesKnowledgebase: maintain documents in a tree structure and search them with AI

Knowledgebase: maintain documents in a tree structure and search them with AI

The Knowledgebase is a Notion-style editor for team documentation: pages organized in folders, Markdown formatting via keyboard shortcuts, @-mentions of teammates, and an optional AI search across the whole collection.

Prerequisites
  • You're signed in and your organization has the "Knowledgebase" module activated.
  1. 1

    Open the Knowledgebase

    Open "Knowledgebase" from the main menu (route /knowledgebase). On the left is the page structure as a collapsible tree of folders and documents; a badge at the top right shows the total number of articles in the organization.

  2. 2

    Create a new document

    Click "New doc" at the top. A document is created immediately with a random name ("untitled-xxxxx") in the same folder as the currently open document (or at the top level if you're on the home screen) — you land on the new page right away and can edit title, path (slug) and content.

  3. 3

    Change title and path directly in the document

    In edit mode, the title and slug (path, shown as "/…") are their own input fields above the content. Both save when you leave the field (onBlur); changing the slug automatically redirects the page to the new URL.

  4. 4

    Format with the editor

    The editor (the "Edit" button at the top right, which becomes "Done") understands Markdown shortcuts as you type: "## " for headings (H1–H3), "- " for lists, "> " for quotes, backtick code blocks. Typing "@" opens a member search and inserts a mention. Images can be pasted directly — they upload automatically, are clickable for a zoom view (+/−/0 keys to zoom, Escape to close), and can be removed again via a hover X icon.

  5. 5

    Use full-text search

    The search field at the top right searches live across every document in the organization once you've typed two characters, showing the title plus a text excerpt in a dropdown list; clicking a result opens that document directly.

  6. 6

    Chat with AI about the Knowledgebase

    The CPU icon at the top right opens a chat panel that answers questions across the entire Knowledgebase collection — useful for finding content without knowing the exact title. The button only appears when the AI assistant is enabled for the organization.

  7. 7

    Export to PDF and delete

    The download icon exports the currently open document as a PDF (including the title, with colors adapted to light/dark mode). The trash icon opens a confirmation dialog; deleting a folder document also removes every page underneath it.

Common pitfalls
  • No visible slash menu — only Markdown shortcuts

    The placeholder text mentions "/" for commands, but typing "/" doesn't actually open a picker menu. Formatting only works via Markdown shortcuts like "## ", "- " or "> " as you type.

  • New documents get a random "untitled-…" name

    "New doc" doesn't ask for a title or folder up front — the document is created immediately with a random slug in the current folder. Title and path have to be set manually afterward in edit mode.

  • Deletion is final and recursive

    The confirmation dialog does warn you, but there's no trash: a deleted document (or a folder with its contents) is gone permanently.

  • Image upload needs a saved document ID

    Pasted images are uploaded tied to the document's and organization's ID. On a brand-new, not-yet-saved document, pasting an image can therefore fail until the document has been saved once.

Related articles

More articles are coming soon.

Last reviewed on 2026-09-12Couldn't find your answer, or still stuck? Go to support