Skip to main content
Settings > Knowledge holds the documents, spreadsheets, and websites Parker uses in every conversation. Sources are shared across your workspace. The page has two cards:
  • Knowledge library: documents and websites Parker uses and cites.
  • Datasets: CSV and spreadsheet files Parker can query and chart.
Knowledge page with the Knowledge library card listing one website source, and the Datasets card listing two Ready datasets.

The Knowledge page

Don’t upload anything people in your workspace shouldn’t see.

​
Upload documents

1

Open Knowledge

Go to Settings > Knowledge.
2

Choose files

Select Upload. Drag files onto the dialog, or select Browse. Allowed types are .pdf, .txt, .docx, .xlsx, and .pptx, up to 25 MB per file.
3

Upload

Select Upload & Process.
Upload Document dialog with a drop area, Browse, the allowed file types, and Upload & Process.

The Upload Document dialog

​
Add a website

Add a help center or docs site. Parker maps the site, shows you what it finds, and keeps it fresh automatically.
1

Open the dialog

Select Add Website.
2

Enter the address

In Website or help-center URL, enter the top of the site, for example https://help.example.com. Parker follows the links from there.
3

Preview

Select Preview site to see what Parker finds, then add it.
Add a website dialog with the Website or help-center URL field and the Preview site button.

The Add a website dialog

Website sources show when Parker last checked them and when the content last changed.

​
Upload a dataset

1

Open the upload dialog

In the Datasets card, select Upload CSV.
2

Choose a file

Choose a CSV or Excel file, up to 25 MB. Parker reads it and shows you what it found before anything is saved.
3

Import

Check what Parker found, then select Import.
Upload a data source dialog with a file drop area, Cancel, and Import.

The Upload a data source dialog

Datasets don’t update on their own. To refresh one, select it and select Re-upload. A dataset’s panel also offers Download original, Delete, and Generate description, and shows its Columns and Sample rows.

​
Check it worked

Each source appears in the list. Each dataset shows its row and column counts, and Ready when Parker can use it. Then ask Parker about it:

Answers from an uploaded document

Queries an uploaded dataset

You can also select a source’s name and select Ask in chat.

​
See how much each source is used

Usage appears as Parker cites your sources. Each source shows how often Parker drew on it in the last 30 days, for example Not used in 30 days. Use Sort to order the list by Most used, Least used, or Recently added. Select a source’s name to see the pages or text Parker has read, and a Usage chart of answers that drew on it over the last 12 weeks.

​
Remove a source

  • Document or website: select the delete icon on its row, or open it and select Delete. Parker can no longer use it.
  • Dataset: select it, then select Delete.

​
Troubleshooting

Upload .pdf, .txt, .docx, .xlsx, or .pptx files up to 25 MB. For a spreadsheet you want Parker to query, use Upload CSV instead.
Ask more directly, and name the document. For example, “According to the pricing guide, …”.

Files and attachments

Attach a file to one chat instead.

Set house rules

Turn policies into rules Parker must follow.

Compliance

Regulation documents and coverage.
Last modified on October 12, 2026