Knowledge overview

Knowledge is Merciv’s document library. Upload your own files — research decks, survey data, call-center exports, spreadsheets — and Merciv processes each one so the assistant can search it, summarize it, and cite it when answering questions in Chat. Every file you upload is automatically processed in the background: its content is extracted, summarized, and indexed. Once processing finishes, the file becomes searchable and can be attached as a source to any conversation.

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The Knowledge page

Open Knowledge from the left navigation. The page works like a lightweight file manager, top to bottom:

• A Files processing banner appears while files are being processed, with an aggregate progress bar and a count of files in the queue.
• A Recent Files carousel shows your 12 most recently uploaded files with previews.
• The file manager has four tabs: Organization Data, Personal Data, Processing, and Archived.

Click any file to open the File Details drawer on the right, which shows a preview, an AI-generated summary, and file properties. See Organizing and sharing for details.

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Organization Data vs. Personal Data

Knowledge splits files into two areas: Personal Data is private by default — no one else in your organization can access it. Organization admins can also share individual files or folders with specific people, or move a file between private and organization-wide access. See Organizing and sharing.

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How the assistant uses Knowledge

When you ask a question in Chat, you can attach specific files or folders as sources using the source picker in the message composer. The picker searches across every file and folder you have access to — both Organization Data and your Personal Data — and remembers your recently used source sets. A few things to know:

• Files that are still processing can’t be selected as chat sources and won’t appear in search results until processing finishes.
• Spreadsheets and CSVs get a data-oriented summary (columns, row counts, sample values) so the assistant can reason about their contents.
• Knowledge holds uploaded files only. You can add a web page to a single conversation by pasting its URL into the chat source picker, but web pages aren’t stored in Knowledge. See Sources and attachments.

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Next steps