Manage Knowledge Bases in Gen AI Builder

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Who is this for

Platform users managing Knowledge Bases for AI applications in Gen AI Builder. Typical users include developers, AI architects, data engineers, and content managers.

What you will accomplish

You will learn how to manage existing Knowledge Bases in Gen AI Builder. You will perform common management tasks:

  • Viewing existing Knowledge Bases
  • Editing Knowledge Base settings
  • Refreshing or re-syncing Knowledge Bases
  • Deleting Knowledge Bases
  • Viewing Knowledge Base details

Why manage Knowledge Bases

  • Keeping your Knowledge Bases up to date ensures AI applications deliver current and accurate responses.
  • Managing your Knowledge Bases helps control storage and cost by cleaning up unused or obsolete Knowledge Bases.
  • Monitoring Knowledge Base status and content improves reliability and performance in production AI workflows.

For background, see:

To see how Knowledge Bases are used in Hybrid Manager deployments, visit:

Complexity and time to complete

  • Complexity: Low.
  • Estimated time: 2–5 minutes per Knowledge Base.

Viewing existing Knowledge Bases

  1. Navigate to Knowledge Bases in the Gen AI Builder UI.
  2. The Knowledge Bases list view displays:
  • Name: User-defined name (example: docs-temp-hcp).
  • Created: Creation date and time.
  • Updated: Last updated date and time.
  • Status: Operational status (example: Succeeded).
  • Type: Backend type (example: GenAI Builder Vector or vector).
  1. Use pagination controls to navigate large lists (example: Rows per page: 5 1-5 of 8 < >).

Viewing Knowledge Base details

  1. Click on a Knowledge Base name or View Details icon to open its detail page.
  2. The detail view typically shows:
  • Name and Description
  • Created and Updated timestamps
  • Status and backend Type
  • Linked Libraries or Data Sources
  • Indexing or sync status
  • Recent activity or job history

Editing a Knowledge Base

Note: Edit capabilities may be limited after Knowledge Base creation, depending on type.

  1. In the Knowledge Bases list view, select the Edit action (typically from an actions menu or edit icon).
  2. You may be able to edit:
  • Description
  • In some cases, the set of Libraries or Data Sources (depends on type)
  • Configuration for Hybrid KB structured/unstructured columns (if supported)
  1. Save changes.

Refreshing or re-syncing a Knowledge Base

  1. In the Knowledge Bases list view, select the Refresh or Re-sync action.
  2. The system will:
  • Pull the latest data from linked Libraries.
  • Re-index the Knowledge Base if necessary.

Use this action when source Libraries have been updated and you want to propagate changes to the Knowledge Base.

Deleting a Knowledge Base

Warning: Deleting a Knowledge Base is irreversible. This will remove the Knowledge Base and its content from AI applications.

  1. In the Knowledge Bases list view, select the Delete action (typically from an actions menu or delete icon).
  2. Confirm the deletion when prompted.

This will not delete the source Libraries — only the Knowledge Base.

Troubleshooting

Knowledge Base status shows "Error" or "Failed"

  • Click View Details and check the activity log or job history.
  • If the Knowledge Base is linked to an external database (Self-Managed PG.AI Database), verify that the database connection is healthy.

Refresh operation does not update expected content

  • Verify that the linked Libraries have been refreshed and contain the latest data.
  • Re-run the Refresh / Re-sync action.
  • Check that Libraries are correctly configured with expected Data Sources and Transformations.

Cannot edit certain fields

  • Some Knowledge Base types (especially Fully-Managed Vector Stores and Self-Managed DBs) restrict editing of certain configuration fields after creation.
  • To change these fields, you may need to create a new Knowledge Base.

Example scenario

You want to refresh and check the status of a Knowledge Base used in production:

  1. Navigate to Knowledge Bases.
  2. Locate Company Policy KB.
  3. Click View Details → confirm recent Libraries were updated.
  4. Click Refresh → re-sync the Knowledge Base.
  5. Monitor status until Succeeded.

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