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Short answers to the questions people ask most about connecting your own documents to ModuleX so your chats and workflows can answer from them. For the full detail, follow the link in each answer.

Knowledge overview

Manage the knowledge bases that power retrieval across chats and workflows.

How knowledge & RAG works

The mental model: ingest, embed, retrieve, and answer from your own content.

Managing documents

Upload, watch processing, and remove documents and their chunks.

Build a RAG knowledge base

A step-by-step walkthrough from empty base to first answer.

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Knowledge (RAG)

Create a knowledge base in the app, then upload documents to it. Each file is parsed, split into chunks, and indexed automatically — no setup beyond the upload. Creating and managing knowledge bases needs an owner or admin role. See Knowledge overview for the walkthrough.
Add a Knowledge node, pick the knowledge base it should search, and give it a search query. The node returns the matching passages so a later node can answer from them. You can also ask questions in chat with your knowledge.
For ModuleX-managed knowledge, yes — each search and each document you add draws down credits (one credit each, plus the model cost of embedding the text). If you bring your own embedding key (BYOK), that usage is billed by your provider and is not charged in ModuleX credits. See Credits & metering.
A newly uploaded document has to finish indexing before it can be searched — it moves from pending to processing to completed. Until it reaches completed, its content will not show up in results. Once indexing finishes, later searches are fast. You can watch each document’s status in Managing documents.
Common document types are supported: pdf, docx, doc, txt, md, html, csv, json, xlsx, and pptx. The per-file size cap and the number of knowledge bases you can create depend on your plan, not a single fixed limit — see Managing documents and Plans & pricing.
Yes — remove a document from its knowledge base and its indexed chunks are deleted with it. Deleting is permanent, so the content stops appearing in results right away. See Managing documents.
Knowledge bases, documents, and search all require an owner or admin role on the organization. If a teammate cannot see or change a knowledge base, check their role under Account & access.

Credentials & integrations

Connect a provider key for BYOK embeddings or external vector stores.

Billing, plans & credits

What managed search and ingest cost, and how usage is measured.

Errors & troubleshooting

What a 402 or 403 means and how to clear it.