Getting Started with Knowledge

Knowledge is a space for storing and indexing documents by workspace so that Rhetis can refer to them repeatedly across multiple projects. It allows you to manage frequently used materials such as product brochures, research, policy documents, existing presentation materials, and internal reports without reattaching them to each project.

Difference Between Knowledge and Project Attachments

Basic Usage Flow

1. 1

   Select the correct workspace

   Knowledge documents belong to a workspace. First, confirm the current workspace in the profile area at the bottom left.

2. 2

   Open the Knowledge screen

   Select Knowledge from the left rail. The upload area and recent documents are displayed.

3. 3

   Upload a file

   Click the file‑select button or drop a document into the drop zone. You can select multiple files at once.

4. 4

   Wait for processing to complete

   After uploading, a document goes through waiting or processing states before it is complete. Documents still processing may not appear immediately in search results or project answers.

5. 5

   Verify content via search

   Enter an actual work question in the search bar at the bottom, not the document title. For example: “What are the most frequently mentioned adoption obstacles for enterprise customers?”

6. 6

   Use it in a project

   When requesting a new deck or a follow‑up revision, specify the Knowledge topic or document name to indicate which evidence to use.

Materials Suitable for Knowledge

• Latest company and product introduction materials
• Customer research and interview summaries
• Market and competitor research
• Brand messaging and approved expressions
• Repeatedly used metric definitions
• Internal policies, training materials, and work guides
• Previously presented materials that have high reference value

Materials Hard to Upload Directly to Knowledge

• Daily changing interim figures
• Tables without source or reference date
• Multiple duplicate versions of the same document
• Originals containing personally identifying information
• Password‑protected files
• Large appendices unrelated to presentations

How to Write Good Search Queries

• Narrow the scope, e.g., “Reasons for churn repeatedly mentioned in the first half of 2026 enterprise customer interviews” instead of just “customer”.
• Specify the desired output format, e.g., “Summarize in three points”, “Separate by source”.
• Include time and units.
• If a specific document should be prioritized, mention the file name or topic.
• Before using search results in a deck, check the original context.