Xera Docs
Knowledge Base
Connect documents and data so agents can search, cite, and reason with your content.
Last updated: September 2025
Overview
The knowledge base indexes your files and data sources for retrieval‑augmented generation. Agents fetch relevant chunks, ground their answers, and include citations.
Sources
- Upload files (PDF, DOCX, TXT, CSV, PPTX, MD).
- Connect cloud drives (Google Drive) and select folders.
- Sync from URLs or sitemaps with the web crawler.
Syncing and versioning
- Automatic background sync keeps indexes fresh.
- Delta updates minimize re‑processing large sources.
- Manual reindex available per source and per file.
Chunking and embeddings
- Adaptive chunking based on structure (headings, lists, tables).
- Embeddings stored with metadata: file, page, section, tags.
- Configurable max tokens and overlap for your domain.
Retrieval and citations
- Hybrid search (semantic + keyword) improves recall.
- Per‑agent top‑k and score thresholds control grounding.
- Answers include clickable citations to original passages.
Permissions
- Project‑scoped access: agents only see sources added to the project.
- Optional per‑source visibility and redaction rules.
Best practices
- Prefer well‑structured documents; add headings for context.
- Tag sources by topic; agents can filter by tags.
- Keep large tables in CSV for accurate parsing.
Troubleshooting
- If citations look wrong, reduce chunk size or increase overlap.
- Re‑sync after major edits; stale chunks can surface.
- Check the processing log for extraction errors per file.