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.