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Knowledge Scope, Statuses, and Retries

Updated March 19, 2026
3 min read

At a glance

TopicDetails
Best forKeeping the Knowledge Base trustworthy instead of noisy or half-processed.
Start hereCheck scope first, then status, then retry if needed.
OutcomeKnowledge entries that retrieve more reliably later.

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Before you start

  • Scope is a placement decision. Status is a processing decision. Keep those two ideas separate.
  • A source can be valid but still fail processing once. Retry before you give up on it.
  • Delete or rewrite weak entries. A noisy knowledge base is worse than a smaller one.

Scope comes before status

ScopeWhat it affects
Chat + ImageBoth answers and visuals.
Chat onlyPlanning, answers, and text-heavy workflows.
Image onlyThe visual side of output.

Knowledge Base overview

A healthy knowledge base is not just a long list. It is a list you can still trust later.

Statuses you may see

StatusWhat it meansWhat to do
ProcessingThe source was accepted and is still being prepared.Wait unless it appears stuck for longer than expected.
ReadyThe source is available for later retrieval.Leave it alone unless the content itself is weak.
FailedThe ingestion did not finish correctly.Retry first. Rebuild only if the retry keeps failing.

When to retry

  • A PDF upload failed.
  • A long source had a temporary processing problem.
  • The source is still correct, but the first ingestion pass did not complete cleanly.

Knowledge upload area

Upload flows are the ones most likely to need patience, status checks, and occasional retries.

A simple review routine

  1. Check that the scope matches how the information should be reused.
  2. Wait for the source to become Ready.
  3. Retry Failed items before you abandon them.
  4. Delete or rewrite weak entries that would only add noise later.

Example: A failed product sheet upload

  1. The team uploads a PDF product sheet.
  2. The source shows Failed.
  3. They use Retry instead of rebuilding the whole entry from scratch.
  4. Once it becomes Ready, they double-check the scope and keep moving.

Visual walkthrough

Knowledge Base header view

Keep the header in view while you confirm which brand and knowledge area you are updating.

Knowledge Base progress roadmap

The roadmap is a useful checkpoint when you are deciding what still needs attention after an import or interview.

Knowledge paste entry view

Pasted notes are another common source type, especially when a retry means cleaning up the source text first.

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Knowledge Scope, Statuses, and Retries - Help Center