🔜 Coming soon
The knowledge base (Tenant Knowledge) will be available in your Modjo workspace soon. This article describes how it works so you can get ready for launch. We will notify you as soon as it is active on your account.
Prerequisites
Required role: Admin only
Access path: Settings → Knowledge
Storage limit: 5 MB per organization (all files and text entries combined)
Adding a Text Entry
Use this option to type or paste structured content directly: company description, sales methodology, product catalog, playbook, etc.
Go to Settings → Knowledge
Click Add files
Select Enter text manually
Type or paste your content (plain text, Markdown
.md, or.txtare all accepted)Click Save
The knowledge is available immediately after saving.
Uploading a Document
Use this option to import an existing file: playbook, battlecard, product sheet, training material, etc.
Go to Settings → Knowledge
Click Add files
Select Upload document
Drag and drop your file or click to browse
A Processing… status indicator appears
Wait for the status to change to Ready - the content is then available to all AI tools
Accepted formats: PDF, CSV, DOCX, PPTX, XLSX, .md, .txt
Indexing time: up to 5 minutes after upload
How Knowledge Is Used
Once indexed, Tenant Knowledge is automatically available to:
Ask Anything (when a user asks a question), the AI evaluates whether organizational knowledge improves the answer. If it does, relevant excerpts are injected alongside call data.
All Agents (on every run), the Agent draws from the same shared knowledge base, with no changes to its configuration.
No setting needs to be activated: injection is decided automatically by the AI based on a relevance score.
Attribution visible in the UI
When Tenant Knowledge contributes to a response, the interface explicitly shows a Tenant Knowledge consulted step, the same pattern used for other tools (CRM, search). This makes the AI's reasoning transparent.
Best Practices
Structure your documents: clear sections (headings, lists) improve retrieval accuracy.
Update regularly: a playbook that changes every quarter should be re-uploaded; the previous version is replaced.
Favor context-specific documents: avoid generic or very long unstructured files.
Test with Ask Anything: after uploading, ask a question that should trigger the knowledge to confirm indexing worked.
Respect the 5 MB limit: delete outdated documents before adding new ones if you are nearing the limit.
Limits
Storage: 5 MB per organization (all files and text entries combined)
Indexing time: up to 5 minutes after upload
Scope: Admin only, regular users cannot manage the knowledge base
Per-agent selection: knowledge is global; no per-Agent toggle is available at this stage
External connectors: Google Drive, Confluence, Notion, Dust are not available for now
Version history: upload replaces the previous version; no history in Phase 1
Transcription correction: out of scope, use Custom Vocabulary to correct transcription terms
Troubleshooting
Issue: Status remains on Processing for more than 5 minutes.
Fix: Delete the file and re-upload it. If the issue persists, contact support with the file name and size.
Issue: The AI does not seem to use the knowledge in Ask Anything responses.
Fix: The AI only injects knowledge when it is relevant to the query. Ask a question that directly relates to content in your documents (e.g., your methodology, a specific objection). Also check that the document status is Ready.
Issue: Error message when uploading.
Fix: Verify that the file does not exceed 5 MB and that it is in an accepted format: PDF, CSV, DOCX, PPTX, XLSX, .md, .txt.
FAQ
Q: Do I need to update my existing Agents to use Tenant Knowledge?
A: No. All existing and future Agents automatically access the knowledge base as soon as it is populated. No prompt or configuration change is required.
Q: Can I restrict Tenant Knowledge to specific Agents only?
A: Not at this stage. Knowledge is global and available to all Agents and Ask Anything. Per-Agent filtering is planned for a future release.
Q: What happens when I re-upload a document?
A: The new version replaces the previous one. There is no version history in Phase 1.
Q: Can non-Admin users view or edit the knowledge base?
A: No. Only Admins can access Settings > Knowledge and manage the knowledge base.
Q: How is Tenant Knowledge different from Custom Vocabulary?
A: They are two separate features. Custom Vocabulary corrects transcription errors (spelling of business terms). Tenant Knowledge gives the AI organizational context to improve the quality of its analyses and responses.