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Create an assistant

Knowledge

Add attachments, knowledge sources, knowledge tools and integrations to an assistant in the creation wizard.

The Knowledge step is where you give an assistant something to work from. That includes files it should always have loaded, sources it can search when a question calls for them, and connections to services your organization has enabled.

  • Attachments — files the assistant will always have loaded, in every conversation with it.
  • Knowledge sources — existing sources the assistant can search on demand rather than holding open at all times.
  • Knowledge tools — tools that let the assistant search external knowledge sources as part of answering.
  • Integrations — connections to services your organization has enabled, such as SharePoint or Google Workspace.
  • Custom tools (MCP) — shown only if your Space has custom MCP tools available to attach.
  • Web search — toggle it on, optionally restricted to specific URLs instead of the whole web.

If a file you attach here turns out to be an unsupported type or otherwise can’t be processed, finishing the wizard sends you back to this step with an explanation, rather than silently dropping it.