Knowledge Base
Path: Admin Dashboard → Knowledge Base (book icon in sidebar)
The Knowledge Base setting grounds the portal's AI assistant in your own documentation. It makes answers more accurate and test case generation more domain-specific.
What is a Knowledge Base?
A Knowledge Base is a collection of documents, such as specifications, guidelines, and internal standards, that you upload and manage on the Understand Tech platform. Once created there, it can be linked to a portal's assistant workflow so the AI references your content instead of relying only on general knowledge.
Knowledge Bases are created and managed on app.understand.tech, not inside TCG. TCG only links an existing Knowledge Base to a portal.
Prerequisites
Before you can assign a Knowledge Base:
Workflows must be set up. The portal needs its own duplicated assistant workflow. If you see the notice Portal workflows have not been duplicated yet, go to General settings and run Setup Workflows first.
A Knowledge Base must already exist on app.understand.tech under your account 'Workspace'. Create it there, upload your documents, and wait for indexing to complete before linking it here.
For additional information hot to setup your Knowledge Base, see: Knowledge Base
Assigning a Knowledge Base
Open the portal's admin dashboard and click Knowledge Base in the sidebar.
In the Assistant Workflow card, open the dropdown. It lists all Knowledge Bases available in your Understand Tech account.
Select the Knowledge Base you want to use.
Click Assign.
A confirmation toast shows that the Knowledge Base has been linked to the assistant workflow.
Refreshing the list
If you recently created a new Knowledge Base on app.understand.tech and it does not appear in the dropdown, click the Refresh button (↻) next to the dropdown to reload the list.
Effect on the assistant
Once assigned, the portal's AI assistant uses the linked Knowledge Base to:
Answer user questions about specification content
Generate test cases grounded in documented requirements and context
Provide more precise, domain-aware responses instead of generic AI output
Changing the Knowledge Base
To switch to a different Knowledge Base, select the new one from the dropdown and click Assign again. The previous assignment is replaced immediately.
No Knowledge Bases found?
If the dropdown shows No knowledge bases found, your Understand Tech account does not have any Knowledge Bases yet.
Go to app.understand.tech.
Navigate to Workspace → Knowledge Base.
Create a new Knowledge Base and upload your documents.
Return to TCG and click the Refresh button to load it into the list.
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