AI knowledge base
This document explains how to turn on the knowledge base for a project and upload documents to Document Storage. Once your content is indexed, Katalon AI Assistant and connected agents can use it to answer questions and help with testing.
Overview​
A project's knowledge base gets its information from two sources:
| Source | What it holds | How it gets there |
|---|---|---|
| Project data | Test cases, test suites, test folders, and requirements already in the project | Synced automatically when ingestion is on |
| Document Storage | Files you upload, such as PRDs and specs | Uploaded by you |
Both sources are available through the same knowledge base. Katalon AI Assistant and agents connected through the MCP server can access only what you already have permission to access. Turning on the knowledge base does not grant anyone additional access.
Set up the knowledge base​
Ingestion is Off by default for new projects. Turn it on before you upload documents to Document Storage.
- Go to Settings → AI → Knowledge Base.
- Switch Knowledge base ingestion to On. Read the confirmation dialog, then select Turn on.
- Wait for the initial sync of the project's test cases, test suites, test folders, and requirements to finish.
- In Document Storage, select Upload files, or drag files onto the drop zone.
- Wait until each document shows Completed. It is then available to Katalon AI Assistant and connected agents.
After the initial sync, changes to the project are synced automatically about every 15 minutes.
Use this interactive walkthrough to see the complete setup:
Turning ingestion off stops future syncing, but does not delete data that is already in the knowledge base.
Manage documents​
- Supported file types and size:
.pdf,.docx,.xlsx,.pptx,.txt,.csv,.md,.png,.jpg,.jpeg. Files can contain up to 100 MB of decompressed content. Larger files will fail to process. - Each filename must be unique within the project. Rename a duplicate file, or use Replace on the existing document's row.
- Use the search bar to find a document. The dropdowns next to it let you filter by file type and status.
- Ingest status: Documents go through several processing stages. Only documents marked Completed are available to Katalon AI Assistant. If processing fails, hover over the status to see why.
Delete knowledge base data​
Select Delete data on the ingestion card to remove all uploaded documents and synced project data from the knowledge base.
Deleting cannot be undone. You must upload your documents again, and project data must go through a new full sync.
Known limitations​
- If you permanently delete a project item, it may remain in the knowledge base until the next full sync.
- When generating test cases, the knowledge base does not yet help prevent duplicate test cases.