Knowledge packs let you organize your knowledge base content into logical collections. Each pack groups related question-and-answer pairs or documents, making it easier to manage, upload, and maintain the content that powers your AI assistant's responses.
The Knowledge Packs page displays all packs as cards with content type badges, source counts, and action buttons.
Key Concepts
Before working with knowledge packs, understand these core concepts:
- Content type — each pack is either QnA (question-answer pairs for direct lookup) or Document (whole documents for agent search without creating QnAs). You choose the type when creating a pack and it cannot be changed later.
- Sources — files you upload to a pack. Each source goes through a processing pipeline (uploading → parsing → chunking → indexing) before its content becomes searchable.
- Status — packs display an overall status: Active (healthy), Syncing (processing in progress), or Error (a source failed processing).
- Bulk actions — you can approve or draft all QnAs or document chunks in a pack at once, controlling whether content appears in search results.
- Search index sync — after content changes, the search index must be synced so the AI assistant can find the updated content. You can trigger a sync manually or it happens automatically when files are processed or content is bulk-updated.
Browsing Knowledge Packs
The Knowledge Packs page displays all packs as cards in a responsive grid. Each card shows the pack name, description, content type badge (QnA or Document), source and file counts, last sync timestamp, and quick-action buttons.
Searching and Filtering
Use the Search knowledge packs field at the top of the page to find packs by name. For more precise filtering, click Filters to open the advanced filters popover, where you can filter by status (Active, Error, or Pending).
Active filter selections appear as chips below the search bar. Click the x on any chip to remove that filter, or use Clear All Filters in the popover to reset all filters at once.
Creating a Knowledge Pack
Click Add Knowledge Pack
Click the Add Knowledge Pack button in the top-right corner of the page.
Select a Content Type
Choose between QnA and Document using the toggle buttons. QnA packs store or generate question-answer pairs for direct lookup. Document packs store whole documents for agent search without creating QnAs.
The Add Knowledge Base dialog lets you choose a content type and provide a name and description.
Enter Name and Description
Provide a descriptive Name (up to 200 characters) and Description (up to 1,000 characters) for the pack. Both fields are required.
Create the Pack
Click Create to save the new knowledge pack. The dialog closes automatically and the pack appears in the grid.
The content type cannot be changed after creation. If you need to switch between QnA and Document, create a new pack with the correct type.
Managing Pack Details
Click any knowledge pack card to open its details modal. From here you can edit the pack's name and description, upload files, and manage sources.
The details modal has three tabs: Files (active), Connectors, and Settings.
Editing Name and Description
Click the pack name or description text in the modal header to enter edit mode. Make your changes and press Enter to confirm or Escape to cancel. Click Save Changes to persist your edits to the server.
Uploading Files
Open the Files Tab
In the details modal, select the Files tab (selected by default).
Add Files
Drag and drop files onto the upload area, or click Select Files to browse. You can upload multiple files at once. Accepted formats depend on the content type:
- QnA packs: CSV, XLSX (with question and answer columns), PDF, DOCX, PPTX, and image files
- Document packs: PDF, DOC, DOCX, PPTX, XLSX, and image files
Review Selected Files
Selected files appear in the Selected Files list below the drop zone. Remove any unwanted files by clicking the x button next to each file, or click Clear All to remove all pending files.
Upload and Process
Click Upload Files to start the upload. Each file is uploaded to Azure Blob Storage, then processing begins automatically. You can track the processing status in the Uploaded Files list:
- Uploading / Queued — file is being transferred or waiting to process
- Parsing / Chunking / Generating QnA / Indexing — file is being processed through the pipeline
- Completed — file has been fully processed and content is searchable
- Error — processing failed (hover over the error chip for details)
You can stop an in-progress source by clicking the stop button next to it. Stopped sources show a "Stopped" status and their content is not included in search results.
Deleting Sources
In the Uploaded Files list, click the trash icon next to any completed or failed source to remove it. You cannot delete sources that are currently being processed — stop them first.
Bulk Status Management
Bulk actions let you approve or draft all items in a knowledge pack at once. This is useful when you have uploaded new content and want to make it all searchable, or when you need to temporarily hide all content from users.
Open the Bulk Actions Menu
On the knowledge pack card, click the three-dot menu icon (⋮) to open the bulk actions menu. This option is only available for QnA and Document type packs.
Choose an Action
Select either:
- Bulk Approve All — marks all QnAs or document chunks as approved, making them available in search results
- Bulk Draft All — marks all items as draft, removing them from search results
Confirm the Action
A confirmation dialog explains the impact of the action. Click the confirm button to proceed, or Cancel to abort.
Approving all items makes them immediately visible in AI assistant responses. Review your content before bulk-approving to avoid surfacing incomplete or inaccurate information.
Deleting a Knowledge Pack
To delete a pack, click the trash icon on the pack card. A confirmation dialog warns that the action is permanent and will remove the pack, all Q&A entries, and all uploaded files. Click Delete Knowledge Pack to confirm.
Deleting a knowledge pack is permanent and cannot be undone. All associated content — including Q&A entries, document chunks, and uploaded files — is permanently removed.
Syncing the Search Index
When you upload files, change content statuses, or delete packs, the search index needs to be updated so the AI assistant reflects those changes. Sync operations update both the QnA index and the document index.
Triggering a Manual Sync
Click the Sync Index button below the search bar on the Knowledge Packs page to start a sync immediately. The button shows a spinning indicator and changes to Syncing... while a sync is in progress. You cannot trigger a new sync while one is already running.
Syncs are also triggered automatically by:
- File processing completion (document processing)
- Bulk status updates (approve all / draft all)
- Source or pack deletion
Viewing Sync Status
Click the Sync Status button next to the Sync Index button to open the Sync Status page. This page shows:
- Active sync banner — if a sync is currently running, an alert banner shows the status, when it started, who triggered it, and per-indexer progress (QnA and Document)
- History table — a paginated table of past sync operations with details about each run
The page polls automatically every 3 seconds while a sync is in progress, so you can watch the progress in real time.
Triggering a Sync from the Status Page
You can also start a sync from the Sync Status page by clicking the Sync Now button in the page header. This button is disabled while a sync is already in progress.
Sync operations run in the background. You can navigate away from the Sync Status page and return later to check the results. The sync continues regardless of whether the page is open.
Field Reference
Knowledge Pack Card
| Field | Description |
|---|---|
| Name | Display name for the knowledge pack |
| Description | Brief summary of the pack's content (truncated to 2 lines on cards) |
| Content Type | QnA or Document — determines how uploaded files are processed |
| Status | Active, Syncing, or Error — reflects the overall health of the pack |
| Sources | Number of data sources connected to the pack |
| Files | Number of uploaded files in the pack |
| Last Sync | Timestamp of the most recent data synchronization |
Add Knowledge Base Dialog
| Field | Description | Required |
|---|---|---|
| Content Type | Toggle between QnA and Document | Yes |
| Name | Name for the knowledge pack (max 200 characters) | Yes |
| Description | Description of the pack's purpose (max 1,000 characters) | Yes |
Source Processing Statuses
| Status | Description |
|---|---|
| Uploading | File is being transferred to storage |
| Queued | File is waiting for processing to begin |
| Parsing | File content is being extracted |
| Chunking | Content is being split into searchable segments |
| Generating QnA | QnA pairs are being generated from document content |
| Indexing | Content is being added to the search index |
| Completed | Processing finished — content is searchable |
| Failed | Processing encountered an error |
| Stopped | Processing was manually cancelled |
Sync History Table
| Column | Description |
|---|---|
| Started | Date and time when the sync operation began |
| Duration | How long the sync took to complete (e.g., "12s" or "2m 5s") |
| Status | Overall sync status: In Progress, Completed, Partial Failure, or Failed |
| Trigger | What initiated the sync: Manual, Bulk Status Update, Source Deletion, Pack Deletion, or Document Processing |
| Triggered By | The user who initiated the sync (blank for system-triggered syncs) |
| QnA | Status of the QnA indexer: syncing, done, or an error state |
| Document | Status of the document indexer: syncing, done, or an error state |
Sync Operation Statuses
| Status | Description |
|---|---|
| In Progress | Sync is currently running — one or both indexers are still processing |
| Completed | Both indexers finished successfully |
| Partial Failure | One indexer succeeded but the other encountered an error |
| Failed | The sync operation failed entirely |
Related Pages
- Knowledge Base — browse and manage individual Q&A items and document chunks
- Guardrails — set safety policies for AI responses
- Settings — configure confidence thresholds that affect how knowledge pack content is used
- Sandbox — test your AI assistant's responses using knowledge pack content