Overview
Knowledge in Utari allows you to give your workers access to your own documents, SOPs (Standard Operating Procedures), frameworks, and reference materials. By activating knowledge for a worker, you enable it to reference your specific guidelines, methodologies, and information when performing tasks—ensuring outputs align with your standards and processes.
What is Knowledge?
Knowledge in Utari refers to:
SOPs
Standard Operating Procedures that define how tasks should be completed
Reference Documents
PDFs, documents, and guides that provide context and information
Frameworks
Methodologies and structures for approaching specific types of work
Templates
Standardized formats and examples for consistent output
Guidelines
Brand voice, style guides, and quality standards
Training Materials
Educational content and best practices documentation
ℹ️ Note
Workers use activated knowledge as reference material to inform their responses, ensuring they follow your specific processes and standards.
Prerequisites
Before assigning knowledge to a worker, ensure:
Knowledge is uploaded to your Utari knowledge base
Knowledge base tool is enabled for the worker
Worker is properly configured with necessary tools and capabilities
Activating Knowledge for Workers
1. Select Your Worker
Navigate to the worker you want to enhance with knowledge (e.g., "Facebook Ads Generator").
2. Open Knowledge Tab
Click on the Knowledge tab in the worker's configuration panel.
3. Browse Available Knowledge
You'll see all folders and resources available in your knowledge base:
- Organized folders
- Individual SOPs
- PDF documents
- Other uploaded resources
4. Select Knowledge Resources
Click the checkbox next to each knowledge resource you want to activate for this worker.
The worker will have access to all checked resources during conversations.
5. Verify Tool Activation
Critical Step: Navigate to the Tools tab and ensure the Knowledge Base tool is enabled.
Click the checkbox next to "Knowledge Base" if it's not already activated.
⚠️ Warning
Important: If the Knowledge Base tool is not enabled in the Tools tab, the worker will fail when trying to access knowledge, even if specific resources are activated in the Knowledge tab.
Understanding Context Limits
When activating knowledge for workers, be aware of context limits:
ℹ️ Note
Context Window Consideration: The more knowledge you activate for a worker, the more of its context window is consumed by reference material. This may reduce the space available for:
- Your prompts and instructions
- Conversation history
- Generated responses
- Tool outputs
Finding the Right Balance
Focused Knowledge
Best Practice: Activate only knowledge directly relevant to the worker's specific purpose
Benefits:
- More space for conversation
- Faster response times
- More focused outputs
- Reduced confusion
Comprehensive Knowledge
Use When: Worker handles diverse tasks requiring multiple frameworks
Trade-offs:
- Less space for prompts
- Potentially slower responses
- May need to reference specific docs explicitly
Knowledge Activation Strategies
Strategy 1: Purpose-Specific Workers
Create specialized workers with targeted knowledge:
Content Writer Worker: ✓ Brand Voice Guidelines ✓ SEO Writing SOP ✓ Content Style Guide ✗ Sales Process SOP (not relevant) ✗ Technical Documentation Standards (not needed)
Strategy 2: Role-Based Knowledge
Assign knowledge based on worker roles:
Marketing Worker
Activate:
- Marketing campaign SOPs
- Brand guidelines
- Target audience profiles
- Content calendars
- Ad copy frameworks
Sales Worker
Activate:
- Sales process documentation
- Objection handling scripts
- Product information sheets
- Pricing guidelines
- CRM usage SOPs
Support Worker
Activate:
- Product documentation
- Troubleshooting guides
- Common issues database
- Customer service standards
- Escalation procedures
Operations Worker
Activate:
- Process documentation
- Quality standards
- Workflow guidelines
- Reporting templates
- Compliance procedures
Strategy 3: Project-Specific Workers
Create workers for specific projects with relevant knowledge only:
Product Launch Worker: ✓ Product specifications ✓ Launch timeline ✓ Marketing materials ✓ Target market research ✓ Launch day checklist
Using Activated Knowledge
Once knowledge is activated, workers can reference it automatically or when prompted:
Automatic Reference
Workers intelligently reference activated knowledge when relevant:
User: Write an ad for our new productWorker: [References brand voice guidelines and ad copy framework] [Creates ad following activated SOPs]
Explicit Reference
You can explicitly request knowledge use:
Reference Specific SOP
Using the Facebook Ads SOP in your knowledge base, create a campaign for our new product launch.
Follow Framework
Apply the content creation framework from your knowledge to write a blog post about AI trends.
Check Against Guidelines
Review this ad copy against our brand guidelines and suggest improvements.
Use Multiple Resources
Combine insights from the marketing SOP and audience research document to create a strategy.
Managing Knowledge Resources
Organizing Your Knowledge Base
Keep your knowledge base well-organized for easy activation:
1. Create Logical Folders
Knowledge Base/
├── Marketing/
│ ├── Brand Guidelines/
│ ├── Campaign SOPs/
│ └── Ad Copy Frameworks/
├── Sales/
│ ├── Sales Process/
│ ├── Product Info/
│ └── Scripts/
├── Operations/
│ ├── Workflows/
│ └── Quality Standards/
└── Templates/
├── Content Templates/
└── Report Templates/
2. Use Clear Naming
Name files descriptively:
- ✅ "Facebook_Ads_SOP_v2.pdf"
- ✅ "Brand_Voice_Guidelines_2024.pdf"
- ❌ "Document1.pdf"
- ❌ "Untitled.pdf"
3. Version Control
Include version numbers or dates:
- "SEO_Guidelines_v3.pdf"
- "Product_Specs_2024-11.pdf"
4. Regular Updates
Keep knowledge current by:
- Updating documents as processes change
- Removing outdated information
- Adding new frameworks and guidelines
Updating Knowledge for Active Workers
When you update knowledge resources:
1. Upload New Version
Upload the updated document to your knowledge base.
2. Deactivate Old Version
Uncheck the outdated document in the worker's Knowledge tab.
3. Activate New Version
Check the updated document to activate it.
4. Test Worker
Run a test conversation to ensure the worker uses the updated knowledge correctly.
Best Practices
Activate Selectively
Only activate knowledge directly relevant to each worker's purpose—quality over quantity
Enable Knowledge Tool
Always verify the Knowledge Base tool is enabled in the Tools tab before using knowledge
Test After Activation
Test your worker after activating knowledge to ensure it references materials correctly
Monitor Context Usage
Watch for signs of context limitation and reduce knowledge if needed
Keep Knowledge Current
Regularly update knowledge resources to maintain accuracy and relevance
Document Purpose
Maintain documentation about which workers use which knowledge and why
Organize Logically
Structure your knowledge base with clear folders and naming conventions
Version Documents
Use version numbers to track and manage knowledge updates
Common Use Cases
Brand Consistency
Maintaining Brand Voice
Activated Knowledge:
- Brand voice and tone guidelines
- Approved messaging frameworks
- Style guide (grammar, punctuation, formatting)
- Visual identity guidelines
- Do's and don'ts document
Result: All content created by the worker maintains consistent brand standards
Process Adherence
Following Established Workflows
Activated Knowledge:
- Step-by-step process SOPs
- Quality checkpoints
- Approval workflows
- Compliance requirements
- Best practice guidelines
Result: Worker follows your specific processes exactly as documented
Expertise Transfer
Applying Specialized Knowledge
Activated Knowledge:
- Industry-specific methodologies
- Technical frameworks
- Research findings
- Case studies and examples
- Expert guidelines
Result: Worker applies specialized expertise to tasks
Template-Based Work
Consistent Output Formats
Activated Knowledge:
- Document templates
- Report structures
- Presentation formats
- Email templates
- Standard forms
Result: All outputs follow your established formats
Troubleshooting
Worker can't find activated knowledge
Verify:
- Knowledge Base tool is enabled in Tools tab
- Specific knowledge resource is checked in Knowledge tab
- Knowledge file is properly uploaded and not corrupted
- You're referencing the correct document name
- Try re-checking the knowledge resource
Worker isn't following knowledge guidelines
Try:
- Being more explicit in prompts: "Use the [specific SOP] to..."
- Checking if multiple conflicting knowledge sources are active
- Ensuring the knowledge document is clear and well-structured
- Testing with simpler, more direct references
- Reducing other activated knowledge to minimize confusion
Context limit errors or truncated responses
Reduce context usage by:
- Deactivating non-essential knowledge
- Breaking up large documents into focused sections
- Creating specialized workers with subset of knowledge
- Using shorter prompts
- Starting new conversations more frequently
Knowledge not updating after changes
Steps to resolve:
- Deactivate the old version in Knowledge tab
- Ensure new version is fully uploaded
- Activate the new version
- Start a fresh conversation
- Clear browser cache if needed
Multiple workers need same knowledge
This is normal and supported:
- Same knowledge can be activated for multiple workers
- Each worker interprets knowledge based on its role and instructions
- No conflict or duplication issues
- Update knowledge once, affects all workers using it
Advanced Knowledge Strategies
Layered Knowledge
Combine different types of knowledge for comprehensive guidance:
Base Layer: General brand guidelines (all workers) Role Layer: Department-specific SOPs (role-specific workers) Task Layer: Project-specific documentation (project workers)
Dynamic Knowledge Selection
Create multiple versions of workers with different knowledge sets:
Blog Writer (Beginner): Basic writing guidelines only Blog Writer (Advanced): Full SEO SOP + style guide + examples Blog Writer (Technical): Technical writing standards + product docs
Knowledge + Triggers
Combine activated knowledge with scheduled triggers:
Daily Report Worker: - Activated: Reporting template + data sources guide - Trigger: Daily at 8 AM - Result: Consistent daily reports following template
Summary
You've successfully learned how to:
✅ Success
Navigate to and access the Knowledge tab for workers
✅ Success
Activate specific knowledge resources for individual workers
✅ Success
Enable the Knowledge Base tool for proper functionality
✅ Success
Understand and manage context limits with knowledge activation
✅ Success
Apply knowledge activation strategies for different worker types
✅ Success
Organize and maintain your knowledge base effectively
✅ Success
Troubleshoot common knowledge-related issues
By strategically activating knowledge for your workers, you ensure they have the exact information and guidelines needed to perform tasks according to your standards, creating consistent, high-quality outputs that align with your processes and brand.
Next Steps
Learn how to add SOPs and documents to your knowledge base
Access and utilize pre-built Jeremy SOPs for your workers
Optimize overall worker setup with knowledge integration
Configure additional tools to complement your knowledge