Create a New Knowledge Collection

This guide explains how to create a new knowledge collection on the Aumo platform. The process is divided into three steps: collection details, adding files, and adding knowledge sources.

Overview

When creating a new knowledge collection, you will be creating a container to organize and group related documents. These documents can come from different knowledge sources or be added directly through upload.

Accessing the Creation Page

To create a new knowledge collection:

1. Navigate to the Projects section in the side menu
2. Select the desired project
3. Click on Knowledge Collection in the project’s side menu
4. Click the New Collection button at the top of the page

Step 1: Collection Details

In the first step, you will configure the basic information of the collection.

Required Fields

Name

1. In the Name field, enter a descriptive name to identify the collection
2. The name must be unique within the project

Optional Fields

Description

1. In the Description field, you can add a more detailed description about the purpose and content of the collection
2. This description helps other users understand what the collection contains

Slots

Slots are custom key-value metadata that can be used for categorization and filtering:

1. To add a slot, click the Add Slot button
2. Enter a Key for the slot (e.g., "category," "department," "type")
3. Enter a Value for the slot (e.g., "documentation," "HR," "manual")
4. Click the confirmation button (✓) to add the slot
5. You can add multiple slots as needed

Example of slot usage:

• Key: "category," Value: "technical documentation"
• Key: "department," Value: "IT"
• Key: "priority," Value: "high"

Proceeding to the Next Step

1. Fill in at least the Name field (required)
2. Optionally, fill in the Description and add Slots
3. Click the Next button to proceed to the next step

Note: The Next button will be enabled only after filling in the required field (Name).

Step 2: Add File

In the second step, you can add documents directly to the collection through upload.

How to Add Files

1. You will see an interface for uploading files
2. Drag and drop files into the designated area, or click to select files from your computer
3. The files will be processed and indexed automatically after upload
4. You can add multiple files in this step

Supported Formats

The platform supports various file formats, including:

• Documents: PDF, DOC, DOCX, TXT, MD
• Spreadsheets: XLS, XLSX, CSV
• Presentations: PPT, PPTX
• Other text formats

Proceeding to the Next Step

1. Add the desired files (or skip this step if you prefer to add files later)
2. Click Next to proceed to the last step

Step 3: Add Knowledge Source

In the third step, you can connect existing knowledge sources to the collection.

How to Add Knowledge Sources

1. You will see a list of available knowledge sources in the project
2. Select the knowledge sources you wish to add to the collection
3. You can select multiple knowledge sources
4. The documents from the selected sources will be automatically associated with the collection

Finalizing the Creation

1. Review all the information provided in the three steps
2. Click Create or Save to finalize the creation of the collection

After Creation

After creating the knowledge collection:

1. The collection will appear in the project’s list of collections
2. The added documents will be processed and indexed automatically
3. You will be able to manage the collection and add more documents at any time
4. The collection will be available for use in AI assistants

Next Steps

• Using Collections in Assistants: Learn how to reference collections in AI assistants

Important Notes

• The name of the collection must be unique within the project
• Slots are optional but can be useful for organization and filtering
• You can add documents and knowledge sources after creating the collection
• Document processing may take some time depending on the amount of content