> ## Documentation Index
> Fetch the complete documentation index at: https://docs.appreply.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Documents & sources

> How knowledge base documents and crawled URL sources are chunked, embedded, and scoped so MAX can cite them in a reply

<Frame>
  <img src="https://mintcdn.com/appreply/hCQY3uLVRnRUfN8O/images/product/reply-tools/22-templates.png?fit=max&auto=format&n=hCQY3uLVRnRUfN8O&q=85&s=ede03967e98147474084b88e964efd74" alt="The Knowledge base tab: document and URL source cards feeding AI-generated replies, with an Add knowledge menu" width="3024" height="1964" data-path="images/product/reply-tools/22-templates.png" />
</Frame>

The **Knowledge base** tab (**Reviews > Knowledge base** in the sidebar) is where you add the material [MAX](/essentials/appreply-max) draws facts from when it writes a reply. This page covers the two source types, how they're processed into something the AI can actually retrieve, and how to scope them. For the Voice & style, Canned responses, and AI instructions tabs, see the [Knowledge base overview](/knowledge-base/overview) and the [full page reference](/essentials/templates).

<Note>
  Adding documents or writing articles requires an active paid plan (Hobby and above). Crawled URL sources go one tier further — they're gated to the Pro plan.
</Note>

## Two ways to add knowledge

<Frame>
  <img src="https://mintcdn.com/appreply/hCQY3uLVRnRUfN8O/images/product/reply-tools/22e-templates--add-knowledge.png?fit=max&auto=format&n=hCQY3uLVRnRUfN8O&q=85&s=0947d01165b5a1896b3cd756bcfe9640" alt="The Add knowledge menu: Add URL source, Write article, or Upload files" width="3024" height="1964" data-path="images/product/reply-tools/22e-templates--add-knowledge.png" />
</Frame>

**Documents** — a self-contained piece of content, added one of two ways:

* **Write article** opens a rich-text editor (bold, headings, lists, quotes, links) for writing guidance directly, up to 200,000 characters.
* **Upload files** accepts PDF, TXT, MD, DOC, or DOCX, up to 5MB per file and 10 files per batch.

**URL sources** point AppReply at an external site — your help center or docs — instead of a one-time upload. You describe what to pull ("Troubleshooting guides for sync, passwords, and tab management. Skip marketing and release notes.") or leave it blank and AppReply infers scope from the app's own top review topics. It then previews ranked candidate pages for you to pick from, or you can skip the picker and crawl the whole site. Either way, it re-crawls on a schedule you choose — every 3 days, weekly, or monthly — so the knowledge base stays current as your docs change.

<Warning>
  If you pick specific pages (the default, "curated scope"), only those pages are crawled and re-crawled — new pages published on the site later are **not** picked up automatically. Choose "Skip picker, crawl all" if you want future pages included.
</Warning>

## Documents and their chunks

Once a document or a crawled page is indexed, it's split into smaller sections — chunks — each with its own embedding, so retrieval at reply time can pull the specific paragraph that answers a review rather than dumping an entire article into the prompt. A document's card shows how many sections it was split into once indexing finishes, and a status of **Processing** while it's being chunked and embedded, **Ready** once retrievable, or **Failed** if indexing errored out (with the error shown inline).

<Frame>
  <img src="https://mintcdn.com/appreply/hCQY3uLVRnRUfN8O/images/product/reply-tools/24-kb-document.png?fit=max&auto=format&n=hCQY3uLVRnRUfN8O&q=85&s=4156e7664b10a36f2781a5bab3227fe7" alt="An indexed knowledge base document showing its chunk count and ready status" width="3024" height="1964" data-path="images/product/reply-tools/24-kb-document.png" />
</Frame>

Only text-based content is editable after upload — an authored article, or an uploaded TXT/MD/DOC/DOCX file. A PDF's content is read-only (re-upload a new version to change it), and a document over the 200,000-character limit is also read-only until you split it into smaller documents. Editing is also blocked while a document is mid-indexing.

<Frame>
  <img src="https://mintcdn.com/appreply/hCQY3uLVRnRUfN8O/images/product/reply-tools/25-kb-new.png?fit=max&auto=format&n=hCQY3uLVRnRUfN8O&q=85&s=84a00e20b744b3ae513b28110be1c2d1" alt="Writing a new knowledge base article in the rich-text editor" width="3024" height="1964" data-path="images/product/reply-tools/25-kb-new.png" />
</Frame>

<Warning>
  Deleting a document removes all of its processed chunks and embeddings, not just the source text — this can't be undone.
</Warning>

URL sources use the same idea at the page level: each crawled page becomes its own chunk set, and the source card shows **Ready**, **Crawling**, **Pending** (added but not yet crawled), **Paused**, **Error**, or **No pages** (crawl finished but found nothing) rather than a per-page breakdown. From the source's menu you can trigger an immediate **Recrawl now**, pause and resume crawling, or delete the source entirely — which, like a document, removes every indexed page and chunk it produced.

## Scoping

Every document and source can be scoped to specific apps or left as **All apps** (global) — set at creation, and editable later from a document's card menu (**Edit app scope**). A filter at the top of the tab narrows the list to one or more apps, so an org with several apps and a shared help center can keep everything visible without losing track of what applies where.

<CardGroup cols={2}>
  <Card title="Knowledge base overview" icon="circle-nodes" href="/knowledge-base/overview">
    How documents, canned responses, AI instructions, and voice & style combine in a reply
  </Card>

  <Card title="Knowledge base page reference" icon="files" href="/essentials/templates">
    The full tab-by-tab reference, including Voice & style and Canned responses
  </Card>
</CardGroup>
