- Home
- Getting Started
- Account & Settings
- Roles & Add-On Access
- Settings
- White Label
- Operations
- Agentic & Architecture
- Overview
- AI Models & Runtimes
- Data & RAG
- AI Assistants
- Security & Governance
- Agents & Engines
-
Agents
- Overview
- Custom Agents
- Core Agents
- Core Agents
- Matrix Agent
- Audit Agent
- ETL / Parser Agent
- Reconciliation Agent
- Router / Triage Agent
- Critic / Linter Agent
- RAG / Knowledge Agent
- Analytics / Query Agent
- Scheduler / Planning Agent
- Notification / Alerting Agent
- Industry Agents
- Industry Specific Agents
- Patent Agent
- Customs Agent
- Compliance Agent
- Construction Agent
- Contractor Agent
- Real Estate Valuation Agent
- Litigation Agent
- Contract Audit Agent
- Clinical Audit Agent
- UTS Compliance Agent
- Fleet Ops Agent
- Financial Audit Agent
- RevOps Agent
- BOM Audit Agent
- EHS Compliance Agent
- Engines
- Add-On Modules
- Agriculture
- Automotive & Fleet Management Ops
- Construction
- Customs & Global Trade
- Ecommerce Operations
- Education
- Energy
- Financial Audit & Fintech Ops
- Government
- Healthcare
- Hospitality
- Insurance
- Legal
-
Manufacturing
- Manufacturing
- Overview
- Work Orders
- Production Scheduling
- Shop Floor Monitor
- OEE Dashboard
- Production Counters
- Secure File Sharing
- Plant & Process Setup
- Work Centers
- Bill of Materials
- Manufactured Products
- Work Instructions
- Quality Operations
- Overview
- Inspection Plans
- Quality Checklist
- Non-Conformance (NCR)
- SPC Charts
- Traceability (4M)
- Maintenance Operations
- Overview
- Asset Registry
- Preventive Maintenance
- Work Orders
- Spare Parts
- Reliability Dashboard
- Inventory Operations
- Overview
- Material Staging
- WIP Tracking
- Kanban Replenishment
- Material Consumption
- Assets
- Asset Health
- Patent & R&D Operations
- Real Estate
- RevOps
- Enterprise & Technical
-
Enterprise Operations
- Enterprise Operations
- Overview
- Enterprise Operations Guide
- Compliance & Docs
- Overview
- Approval Workflow
- Expiry Reminders
- Document Control
- Audit Trail
- Compliance Radar
- Contracts & Warranty
- Overview
- Active Contracts
- Warranty Check
- Service Billing
- Field Service
- Overview
- Dispatch Board
- Job Management
- Van Inventory
- Performance Dashboard
- Service Desk
- Overview
- Service Requests
- SLA Monitor
- Knowledge Base
- Procurement & Vendor
- Purchase Orders
- Vendor Portal
- RFQ Management
- QHSE
- Overview
- Incident Reporting
- Permit to Work
- Safety Inspections
- Advanced Finance
- Overview
- Profit & Loss Statement
- Budget Forecasting
- Expenses & Budget Management
- Payroll Logistics & Batch
- Investment Instruments
-
Security & Compliance
- Threat & Monitoring
- Overview
- Security Hub
- Security Audit
- IAM Visualizer
- Dependency Scanner
- Secret Scanner
- Secret Vault
- Traffic Monitor
- Audit Trail
- Threat Simulator
- Compliance Radar (MatrixAgent)
- Identity & Compliance
- Overview
- PPTX Auditor
- PDF Auditor
-
Engineering & Infrastructure
- DevOps & Infrastructure
- Overview
- Cron Builder
- CI/CD Pipeline
- Containers
- Log Streamer
- Secrets Management
- Health Monitor
- Infrastructure as Code
- Developer Tools
- Overview
- Nerve Center
- Git Diff Viewer
- Regex Tester
- JSON Transformer
- Workflow Optimizer
- Execution Replay
- Workflow Editor
- Dev Hub Terminal
- Security Hub
- Graph View
- Terminal Editor
- API Playground
- DSL Compiler
- Database Tools
- Overview
- Database Manager
- ORM Mapper
- SQL Formatter
- Schema Visualizer
- Visual Query Builder
- Seed Data Generator
- Custom Collections
- QA & Test
- Overview
- Flake Tracker
- Artifact Vault
- Web Test Module
- Test Plan & Runner
-
Data & Intelligence
- AIOps & Intelligence
- Overview
- Agents
- Agent Architect
- Model Center
- Prompt Lab
- Knowledge Base
- Agent Persona Editor
- Tool / Function Registry
- Observability & Logs
- DataOps & Analytics
- Overview
- Data Inspector
- AI Predictive Models
- Core Modules
- Ads & Social Media
- API & Integration
- App Groups
- Appointment Booking
-
Automation
- Automation
- Overview
- Workflow Editor
- Monitoring
- Execution Heatmap
- Workflow Pulse
- Trigger Control
- Task Scheduler
- Integration Hub
- Rule Engine
- Pipeline Designer
- Workflow Editor
- Overview
- Triggers
- Manual Input
- Data Sources
- Ecommerce
- Document Management
- Logic & Transform
- AI Agents
- Knowledge / AI
- Validation & Security
- Integrations
- Outputs
- Document Generation
- Image Generation
- Video Generation
- Coming Soon
- Call Center
- Collaboration
- Community
- Creative Studio
- CRM
- Fleet & Logistics
-
Finance
- Hub
- Finance Hub
- Accounting Hub
- Treasury & Banking Hub
- Commercial Accounts Hub
- Invoicing & Billing Hub
- Reporting & Analytics Hub
- Grid View
- Overview
- Accounting AI Assistant
- Treasury
- Invoice Manager
- Expense Management
- Financial Accounts
- Payroll
- Accounts Receivable
- Accounts Payable
- Bank Reconciliation
- Budget & Forecasting
- Expenses & Budget
- Profit & Loss
- Tax & Compliance
- Galleries & Curation
- Google Display Ads
- Human Resources
- Legal & Support
- Logistics
- Map Explorer
- Marketing
- My Workspace
- Plans & Pricing
- Point of Sale
- Product Management
- Purchase
- Sales
- Semantic Search
- Strategy & Fundraising
- Warehouse
- Website
- Productivity
- Project Management
- Documents
- Learning (LMS)
- App Factory
- Research
- Utilities
- Creativity
- Creator Tools
- Image Tools
- Video Tools
- Audio Tools
- Writer Tools
Knowledge Base
Upload PDFs and text documents, convert them to vector embeddings, and make them available to any AI agent.
Overview
The Knowledge Base is TotalApp's Retrieval-Augmented Generation (RAG) system. You upload documents — PDFs, plain text, markdown — and TotalApp chunks them, converts each chunk to a vector embedding, and stores them in a searchable vector index. When an agent is configured to use a knowledge base, it queries this index at runtime and injects the most relevant chunks into its context window before generating a response.
Coming Soon
Knowledge Base ingestion and querying are currently in development. The UI is visible in the AI Orchestration sidebar but document upload and vector search are not yet active.
Screen preview
A quick look at the screen. Use the toggle in the corner to switch between the dark and light themes.
Knowledge base: indexed sources
Planned Features
- Document upload — drag-and-drop interface for PDF, TXT, MD, and DOCX files. Batch upload up to 50 files at a time.
- Chunking strategy — choose between fixed-size chunks (e.g. 512 tokens) or semantic chunking that splits on paragraph or section boundaries.
- Collections — organise documents into named collections (e.g. "Product Manuals", "Legal Contracts"). Agents can query a specific collection or search across all of them.
- Query testing — enter a test query and see which chunks are retrieved before attaching the collection to an agent. Lets you validate that the retrieval is surfacing relevant content.
- Re-index — update a document in place without rebuilding the entire collection. Useful for frequently-updated source documents.
- Access control — mark collections as shared or private. Shared collections are available to all users' agents; private collections are only available to the creating user.
RAG vs. Full Context
For small documents (under ~5 pages), you can paste the full text into an agent's system prompt and skip the Knowledge Base entirely. Use the Knowledge Base when you have more text than fits in a context window, or when you want multiple agents to share the same document store without duplicating the content in every prompt.