Rocketlane AI relies on business context to interpret what counts as risk, opportunity, or operational importance for your organization. This context can be sourced from a knowledge base.

Create a knowledge base

1. Navigate to Settings → Knowledge base.
2. Select Create knowledge base.
3. Enter a name.
4. Assign permissions or roles. Permissions control who can update the knowledge base.
5. Select the type of data to add:
   • AI pages (information derived from transcripts)
   • API docs
   • Website
   • Upload a file from your computer
6. Select Add to the knowledge base to add the content.