Knowledge lets users browse and search documents from a connected knowledge system. The visible provider, folders, and documents depend on your organization’s integrations; IT Glue is supported in the current Knowledge experience when configured.
Find a document
- Open Knowledge.
- Browse the available folders or search by the terms a technician would use.
- Open the document and check its title, account or organization scope, and last-update information when available.
- Verify critical steps, credentials handling, and customer-specific exceptions before using it.
Use knowledge with Chat
When you ask Chat to use a knowledge article:
- name the article or attach the relevant file;
- state whether it is the current approved procedure;
- ask Forge to cite or identify the supporting section;
- compare conflicting documents rather than silently choosing one;
- record outdated content for its owner.
Keep the knowledge base usable
A useful article has:
- a clear title using the language people search;
- scope and prerequisites;
- ordered steps with observable outcomes;
- safety, rollback, and escalation boundaries;
- an owner and review trigger;
- account-specific differences in the appropriate scope.
Search results show available source material; they do not guarantee that an article is current or approved. The source knowledge system remains authoritative.
Runbooks and skills turn selected guidance into agent-ready procedures. Continue with Skills or Runbooks.