Welcome to Anam

Overview

Setting up your knowledge base is the first step to enabling your AI personas to search and retrieve information from your documents. This guide walks you through creating folders, understanding the organizational structure, and preparing for document uploads.

Before You Begin

Beta Feature: Knowledge Base is currently in beta. You may encounter some issues as we continue to improve the feature. Please report any feedback or issues to help us make it better.

What you’ll need:

An Anam account with API access
Documents to upload (PDF, TXT, MD, DOCX, CSV, JSON, or LOG files)
Basic understanding of your content organization

Time to complete: 10-15 minutes

Understanding Folder Structure

Knowledge folders organize your documents by topic, use case, or category. Think of them as searchable collections that can be assigned to different knowledge tools.

Example Organization

Your Organization
├── Product Documentation (Folder)
│   ├── user-guide.pdf
│   ├── api-reference.md
│   └── faq.pdf
│
├── Technical Support (Folder)
│   ├── troubleshooting-guide.pdf
│   ├── error-codes.txt
│   └── common-issues.md
│
├── Company Policies (Folder)
│   ├── privacy-policy.pdf
│   ├── terms-of-service.md
│   └── refund-policy.pdf
│
└── Customer FAQs (Folder)
    ├── billing-faq.md
    ├── account-faq.md
    └── shipping-faq.pdf

Why Organize by Folder?

Better search relevance

Smaller, focused folders return more relevant results than searching across all documents at once.

Easier tool assignment

Different folders can be assigned to different knowledge tools, allowing the LLM to search only relevant content.

Simpler maintenance

Update or replace documents in specific knowledge domains without affecting others.

Clear organization

Easy to understand what content is available and where it’s located.

Step 1: Plan Your Folder Structure

Before creating folders, plan your organization strategy based on your use case.

By Content Type

Organize by the type of information:

├── Product Documentation
├── API Reference
├── User Guides
├── FAQs
└── Policies

Good for: SaaS products, developer platforms

By Department

Organize by who creates or owns the content:

├── Sales Resources
├── Support Knowledge Base
├── HR Policies
├── Engineering Docs
└── Marketing Materials

Good for: Internal knowledge bases, employee assistants

By User Journey

Organize by when users need the information:

├── Getting Started
├── Basic Features
├── Advanced Features
├── Troubleshooting
└── Account Management

Good for: Customer support, onboarding assistants

By Product/Service

Organize by different offerings:

├── Product A Documentation
├── Product B Documentation
├── Service C Information
└── General Company Info

Good for: Multi-product companies

Start simple with 3-5 folders. You can always create more as your knowledge base grows.

Step 2: Create Your First Folder

Navigate to Knowledge Base

Go to /knowledge in the Anam Lab

Create new folder

Click the Create Folder button in the top right

Fill in details

Enter folder information:Name: Descriptive name for the folder

Examples: “Product Documentation”, “Customer FAQs”, “API Reference”
Use clear, specific names
1-100 characters

Description (optional): What content is in this folder

Helps you remember the folder’s purpose
Useful when you have many folders
0-500 characters

Create folder

Click Create

Your folder is created and appears in the folder list. You’ll see:

Folder name and description
Document count (0 initially)
Created date
Folder ID (UUID) for API usage

Step 3: Create Additional Folders

Create folders for your other content categories:

# Create Technical Support folder
curl -X POST 'https://api.anam.ai/v1/knowledge/groups' \
  -H 'Authorization: Bearer YOUR_API_KEY' \
  -H 'Content-Type: application/json' \
  -d '{
    "name": "Technical Support",
    "description": "Troubleshooting guides and error documentation"
  }'

# Create Company Policies folder

curl -X POST 'https://api.anam.ai/v1/knowledge/groups' \
 -H 'Authorization: Bearer YOUR_API_KEY' \
 -H 'Content-Type: application/json' \
 -d '{
"name": "Company Policies",
"description": "Privacy policy, terms of service, and legal documents"
}'

# Create Customer FAQs folder

curl -X POST 'https://api.anam.ai/v1/knowledge/groups' \
 -H 'Authorization: Bearer YOUR_API_KEY' \
 -H 'Content-Type: application/json' \
 -d '{
"name": "Customer FAQs",
"description": "Frequently asked questions from customers"
}'

Step 4: View Your Folders

All your folders are listed on the Knowledge Base page at /knowledge:

Folder cards show name, description, and document count
Click a folder to see its documents
Search folders using the search bar
Sort folders by name or creation date

Step 5: Prepare Your Documents

Before uploading, organize and prepare your documents:

Supported File Types

PDF

file

Product manuals, guides, reports, brochures - Max size: 50MB - Chunking: Paragraph-based

TXT

file

Plain text documentation, notes, logs - Max size: 50MB - Chunking: Paragraph-based

MD (Markdown)

file

Technical documentation, README files, wikis - Max size: 50MB - Chunking: Paragraph-based (respects headings)

DOCX

file

Word documents, reports, guides - Max size: 50MB - Chunking: Paragraph-based

CSV

file

Structured data, product catalogs, FAQs - Max size: 50MB - Chunking: Row-based (each row is a chunk)

JSON

file

Structured data, API responses, configurations - Max size: 50MB - Chunking: Whole file (structure preserved)

LOG

file

Log files, system outputs - Max size: 50MB - Chunking: Line-based

Document Preparation Tips

Use clear file names

✅ Good:
- product-installation-guide-v2.pdf
- password-reset-faq.md
- api-authentication-reference.pdf

❌ Bad:

- document1.pdf
- file.md
- untitled.pdf

Structure content with headings

# Installation Guide

## Prerequisites
Before installing, ensure you have...

## Step 1: Download
Navigate to our downloads page...

## Step 2: Install
Run the installer and follow...

Headings help the chunking algorithm create semantic segments.

Keep documents focused

Instead of one 500-page manual, split into topic-specific documents:

installation-guide.pdf
configuration-guide.pdf
troubleshooting-guide.pdf
api-reference.pdf

This improves search relevance.

Remove unnecessary content

Remove cover pages and table of contents
Delete outdated information
Remove duplicate content across files
Strip unnecessary images from PDFs to reduce size

Upload Limits

Document uploads are subject to file size and storage limits based on your plan.

File size limits apply per document
Batch uploads supported for multiple files
Storage quotas count only non-deleted documents
Deleting documents frees up quota for new uploads

Need higher limits? Contact us about Enterprise plans with custom upload limits tailored to your needs.

Check Your Usage

View your current storage usage on the Knowledge Base page at /knowledge:

Total uploaded: Shows your cumulative upload amount
Document count: Number of active documents

Managing Folders

Rename a Folder

Click the folder to open it
Click the Edit button (pencil icon)
Update name or description
Click Save

Delete a Folder

Deleting a folder deletes all documents inside it. This action cannot be undone.

Click the folder to open it
Click the Delete button (trash icon)
Confirm deletion in the modal

Best Practices

Start with 3-5 folders

Don’t over-organize initially. Create folders as you need them.Good starting structure:

Product Documentation
FAQs
Support/Troubleshooting

Add more specialized folders as your knowledge base grows.

Use descriptive names

Folder names should clearly indicate their content:

✅ Good:
- API Reference Documentation
- Customer Billing FAQs
- Product Installation Guides

❌ Too vague:
- Documents
- Stuff
- Files

Keep folders focused

Each folder should serve a specific purpose:

✅ Good (focused):
- Product Features
- Installation Guides
- Troubleshooting

❌ Too broad:
- Everything
- All Documents
- General

Plan for growth

Choose a structure that scales:

Today (10 documents):
├── Documentation
└── FAQs

Future (100+ documents):
├── Product Documentation
│   ├── Features
│   ├── Installation
│   └── API Reference
├── Support
│   ├── Troubleshooting
│   ├── Common Issues
│   └── Error Codes
└── Customer FAQs
    ├── Billing
    ├── Account
    └── Technical

Start simple, but use a structure that allows subdivision later.

Next Steps

Now that your folders are set up, you’re ready to upload documents:

Upload Documents

Step-by-step guide to uploading and processing documents

Create Knowledge Tools

Enable semantic search with knowledge tools

API Reference

Complete API documentation for knowledge base

Concepts

Learn more about how RAG works

Getting Started

Core Concepts

Tools

Knowledge

Examples

SDK Reference

Resources

Third-Party Integrations

Community

Knowledge Base Setup

Overview

Before You Begin

Understanding Folder Structure

Example Organization

Why Organize by Folder?

Step 1: Plan Your Folder Structure

By Content Type

By Department

By User Journey

By Product/Service

Step 2: Create Your First Folder

Step 3: Create Additional Folders

Step 4: View Your Folders

Step 5: Prepare Your Documents

Supported File Types

Document Preparation Tips

Upload Limits

Check Your Usage

Managing Folders

Rename a Folder

Delete a Folder

Best Practices

Next Steps

Upload Documents

Create Knowledge Tools

API Reference

Concepts

Getting Started

Core Concepts

Tools

Knowledge

Examples

SDK Reference

Resources

Third-Party Integrations

Community

​Overview

​Before You Begin

​Understanding Folder Structure

​Example Organization

​Why Organize by Folder?

​Step 1: Plan Your Folder Structure

​By Content Type

​By Department

​By User Journey

​By Product/Service

​Step 2: Create Your First Folder

​Step 3: Create Additional Folders

​Step 4: View Your Folders

​Step 5: Prepare Your Documents

​Supported File Types

​Document Preparation Tips

​Upload Limits

​Check Your Usage

​Managing Folders

​Rename a Folder

​Delete a Folder

​Best Practices

​Next Steps

Upload Documents

Create Knowledge Tools

API Reference

Concepts

Overview

Before You Begin

Understanding Folder Structure

Example Organization

Why Organize by Folder?

Step 1: Plan Your Folder Structure

By Content Type

By Department

By User Journey

By Product/Service

Step 2: Create Your First Folder

Step 3: Create Additional Folders

Step 4: View Your Folders

Step 5: Prepare Your Documents

Supported File Types

Document Preparation Tips

Upload Limits

Check Your Usage

Managing Folders

Rename a Folder

Delete a Folder

Best Practices

Next Steps