Step 1: Create a Knowledge Pipeline

Click Knowledge Base in the top menu of your workspace, then click Create Knowledge Base via Pipeline on the left. You can create a knowledge pipeline in the following three ways.

Method 1: Build from Scratch

Click Blank Knowledge Pipeline to start building a custom knowledge pipeline from scratch. If you need to customize processing strategies based on your data characteristics and business needs, it is recommended to start with a blank pipeline.

Method 2: Create via Template

XpertAI provides pipeline templates. The template cards include the knowledge base name and a brief description.

Built-in pipelines are preset pipeline templates optimized for common document data structures. You can choose the appropriate processing method according to different document types and usage scenarios. Click Install to start using.

Template Types

Template Name	Segmentation Structure	Indexing Method	Retrieval Settings	Description
General Mode	General Mode	Vector	Vector Search	Splits document content into smaller paragraph blocks (general blocks) for direct query matching and retrieval.
Detailed PDF with Images and Tables	General Mode	Vector	Vector Search	Designed for complex file formats like PDF, DOCX, and PPTX. Converts them to Markdown for better information processing.

Method 3: Import a Knowledge Pipeline

After configuring the knowledge pipeline, you can save and export it to share with others. Knowledge base users can import pipelines to quickly reuse existing ones and modify them for different scenarios or requirements. Similar to Digital Expert DSL, knowledge pipelines use the same YAML format standard to define processing flows and configurations within the knowledge base.

A knowledge pipeline includes the following:

Name	Includes
Data Sources	File upload, websites, online documents, and drives
Data Processing Flow	Document extraction, content chunking, image understanding, and cleaning strategies
Knowledge Base Storage Config	Indexing, retrieval settings, and storage parameters
Node Connections	Connections and processing order between nodes
User Input Forms	Custom trigger parameter input fields (if configured)