> ## Documentation Index
> Fetch the complete documentation index at: https://help.alk.work/llms.txt
> Use this file to discover all available pages before exploring further.

# Knowledge

> How to manage data connections and file sources that ALK uses to answer questions in Chat and Pulse workflows.

### Overview

Knowledge is where you manage the data connections and file sources that ALK uses to answer questions in Chat and Pulse workflows.

<Tip>
  Currently available Knowledge sources are:

  * Microsoft OneDrive
  * Microsoft Sharepoint
  * Mono
  * Acumatica
  * Google Drive
  * Google Sheets
  * Xero
  * QuickBooks
  * Stripe
  * Flutterwave
  * Paystack
  * ClickHouse
  * Notion
  * Gmail
  * Outlook
  * Odoo
  * WhatsApp
  * Manual File Uploads

  See [Integrations Overview](/integrations/overview) for what each source is used for.
</Tip>

### Navigating to Knowledge

<Steps>
  <Step title="Open Knowledge">
    From the ALK home screen, select the profile icon at the top right, then select **Knowledge**.
  </Step>

  <Step title="Choose Upload Files or Integrations">
    On the Knowledge page, you will see **Upload Files** and **Integrations**. For more information about connecting integrations, see [Managing Integrations](/integrations/managing-integrations).
  </Step>
</Steps>

### Uploading Files

To upload a file from your computer, click **Upload File(s)** and select the file. The file will then be added to your upload list. Uploaded files are then available to query in Chat.

From the Knowledge home page, you will see a table of all uploaded documents, with the following columns:

* **Name**: The name of the uploaded document.
* **Status**: How the document was added, either uploaded individually or as part of a collection.
* **Source**: Where the document came from. This can be documents uploaded and processed within workflows, OneDrive, Google Drive, or a manual upload.
* **Access**: Who can view the document. Documents uploaded to a custom or personal workspace have limited access, while documents uploaded to the general workspace are available to everyone in the company. For more on access controls, see [Understanding Roles & Access](/admin/understanding-roles-access).
* **Size**: The size of the document.
* **Three Dots/More**: Select the More button on the left side of a document to see these options:
  * **Add to a collection:** A collection is like a folder for related documents. If you do not already have a collection, you will be asked to create one.
  * **Re-sync:** Refresh the document content, especially for documents from drives that may have been updated.
  * **Delete:** Remove an uploaded file.

There are other things you can do on this page:

* **Sort:** To rearrange the order of the listed documents, select the double arrows next to Name.
* **Search:** Use the search bar to search across all uploaded files.
* **Filter:** Filter files by **Access** and **Created By**. Filtering by Access lets you view centralized documents, documents only you can see, or all documents. Filtering by Created By lets you filter by documents created by you, by others, or all documents.
* **Delete:** To delete documents, select the checkbox next to each document name. To delete everything in the list, select the checkbox next to the **Name** heading, then select Delete. You will be prompted to confirm that you want to delete the selected file(s).

### Creating a Collection

Collections are folders, or groups of related files.

<Steps>
  <Step title="Create the collection">
    To create a collection, click the **Create Collection** button next to the Upload File(s) button on the Knowledge home page. In the pop-up modal, enter a name for the collection, then choose whether it should remain private.
  </Step>

  <Step title="Confirm creation">
    Click Create. Your collection will be added to the file list.

    To add a document to the collection, select the three dots icon next to the document, click the Add to a collection option, and select your newly created collection. Your document is now stored in the selected collection.
  </Step>
</Steps>

### Connecting a Source

Choose the source you want to connect from the list.

* For integrations like Mono and Acumatica, you will be prompted to enter your credentials.
* For file-based sources like Google Drive and OneDrive, you will be asked to authenticate your account.
* For the remaining sources (Google Sheets, Xero, QuickBooks, Stripe, Flutterwave, Paystack, ClickHouse, Notion, Gmail, Outlook, Odoo, WhatsApp), follow the on-screen authentication prompt to connect your account.

For a more detailed overview of connecting and managing integrations, see [Managing Integrations](/integrations/managing-integrations) for the full setup guide.

### Important Notes

* Acumatica and Mono connections are managed at the workspace level by a Workspace Admin or Entity Owner.

## Related articles

* [Chat — How to Query Your Sources](/features/chat)
* [Managing Integrations](/integrations/managing-integrations)
* [How to Connect Acumatica to ALK](/getting-started/connect-acumatica)

## Need help?

If you run into issues, contact the Wamiri support team at [support@wamiri.com](mailto:support@wamiri.com). Include a description of the issue, any error messages you're seeing, and the steps you've already tried.
