← All Workflows
How It Works

Knowledge Base
Agent

Upload your documents — PDFs, DOCX, text files, markdown, URLs, YouTube transcripts. Ask questions and get AI-powered answers with inline citations, study guides, audio overviews, and web search.

6+
File Types
< 3 Sec
Query Time
100%
Cited Answers
9
Step Pipeline
📄
Step 1 — Upload
Upload Any Content
PDFs, DOCX, text files, markdown, URLs, YouTube links. Every format handled automatically.
✓ PDF  ✓ DOCX  ✓ TXT  ✓ MD  ✓ URL  ✓ YouTube
🔍
Step 2 — Automated
Smart Text Extraction
pdftotext + PyPDF2 for PDFs, python-docx for Word, BeautifulSoup for URLs, youtube-transcript-api for YouTube.
✓ pdftotext  ✓ python-docx  ✓ BeautifulSoup  ✓ youtube-transcript-api
✂️
Step 3 — Processing
Intelligent Chunking
500-token chunks with 100-token overlap. Breaks at paragraph and sentence boundaries.
✓ Boundary-Aware  ✓ 500 Tokens  ✓ 100 Overlap
🧠
Step 4 — Embeddings
Vector Embeddings
OpenAI text-embedding-3-small, 1536-dimensional vectors capturing deep semantic meaning.
✓ OpenAI  ✓ 1536-dim  ✓ Cosine Similarity
📌
Step 5 — Storage
Stored in Pinecone
Per-client namespace isolation. Millisecond similarity search across entire knowledge base.
Each client gets their own Pinecone namespace — complete data isolation with instant cross-document retrieval.
📌 Pinecone Vector database for millisecond similarity search
🔒 Namespaces Per-client data isolation
👥 Multi-Tenant Serve unlimited clients from one index
💬
Step 6 — Query
Ask a Question
Query via dashboard or API. Toggle web search to supplement with live data. AI suggests smart questions.
✓ RAG Query  ✓ Web Search  ✓ Suggested Questions
🤖
Step 7 — AI Response
Claude Answers with Citations
Grounded answers with inline source citations. No hallucinations — only facts from your docs + optional web.
✓ Claude Sonnet  ✓ Citations  ✓ Grounded
📄 Document Q&A Answers grounded in your uploaded documents
🌐 Web-Enhanced Supplement with live web search results
🔗 Multi-Source Combine docs + web for comprehensive answers
📊
Step 8 — Output
Study Guides & Briefings
Auto-generate structured study guides (summary, key takeaways, FAQ, glossary), full KB briefings, and multi-doc comparisons.
✓ Study Guide  ✓ Briefing  ✓ Compare Docs  ✓ FAQ
🎧
Step 9 — Audio
Audio Overviews
NotebookLM-style two-voice AI podcast discussing your documents. Two hosts, engaging conversation, key insights.
✓ ElevenLabs  ✓ Two Voices  ✓ Podcast

Also Included

📁
Multi-Format Upload
PDF, DOCX, TXT, MD, URL, YouTube
🔎
Semantic Search
Cosine similarity with OpenAI embeddings
🌐
Web Search Integration
Supplement KB answers with live web data
📝
Study Guide Generator
Structured summaries, FAQs, glossaries
⚖️
Document Comparison
Side-by-side analysis of multiple docs
🎙️
Audio Podcast
NotebookLM-style AI discussion of your documents

Powered By

Python
FastAPI
Claude AI
OpenAI Embeddings
Pinecone
ElevenLabs
Knowledge Base Agent — Part of the AgentSurge AI Agent Suite