Quick Create

The fastest way to create a Knowledge Base — import data, configure chunking, and let ClickAI handle the rest.

Table of Contents

· [Quick Create Workflow](#quick-create-workflow)

· [Step 1: Import Data](#step-1-import-data)

· [Step 2: Configure Chunk Settings](#step-2-configure-chunk-settings)

· [Step 3: Configure Index Method & Retrieval Settings](#step-3-configure-index-method--retrieval-settings)

· [Step 4: Wait for Processing](#step-4-wait-for-processing)

Quick Create Workflow

Quick Create is the most common method to create a Knowledge Base on ClickAI. The process consists of 4 main steps:

1. Click Knowledge > Create Knowledge, then upload local files, sync data from Notion, or import from webpages, or create an empty knowledge base.

2. Configure the Chunk Settings and preview the chunking results. This stage involves content preprocessing and structuring, where long texts are divided into multiple smaller chunks.

3. Specify the Index Method and Retrieval Settings. Once the knowledge base receives a user query, it searches existing documents according to preset retrieval methods and extracts highly relevant content chunks.

4. Wait for the data processing to complete.

💡 TIP: You can create an empty Knowledge Base first and add documents later. This is useful when you want to prepare the configuration beforehand.

Step 1: Import Data

ClickAI supports 3 data import sources:

Upload Local Files

Supported file formats:

Format	Description
.txt	Plain text
.md / .markdown	Markdown documents
.pdf	PDF documents
.html / .htm	HTML web pages
.docx	Microsoft Word
.csv	CSV data tables
.xlsx / .xls	Microsoft Excel
.pptx	Microsoft PowerPoint

Upload limits:

Parameter	Value
Maximum files per upload	20
Maximum file size	15 MB

📝 NOTE: ClickAI supports processing images embedded in DOCX files. For other file types (e.g., PDF), you can use document extraction plugins in Knowledge Pipeline to extract images.

Images via Markdown URL: In addition to embedded images, ClickAI also supports images referenced via URLs using Markdown syntax:

 

Sync Data from Notion

Connect your Notion account to sync pages and databases directly into your Knowledge Base.

Steps:

5. Go to Knowledge > Create Knowledge

6. Select Sync from Notion as the data source

7. If not connected, click Connect to authorize your Notion account

8. Select the Notion pages you want to sync

9. Click Import to begin

⚠️ IMPORTANT: When using Notion sync, content is synced at the time of import. To update with new content, you need to re-sync manually.

Import Data from Website

Crawl content from public web pages to create a Knowledge Base.

Steps:

10. Go to Knowledge > Create Knowledge

11. Select Sync from Website as the data source

12. Enter the URL to crawl

13. Configure crawl scope (single page or crawl sub-pages)

14. Click Run to begin

Step 2: Configure Chunk Settings

See details at: [Configure Chunk Settings](./03-chunk-settings.md)

Step 3: Configure Index Method & Retrieval Settings

See details at: [Index Method & Retrieval Settings](./04-index-retrieval-settings.md)

Step 4: Wait for Processing

After configuration, click Save & Process. ClickAI will automatically:

· Pre-process text (remove extra characters, normalize)

· Split documents into chunks per configuration

· Create embedding vectors for each chunk

· Index for retrieval readiness

Processing time depends on:

· Number and size of documents

· Selected indexing method (High Quality takes longer than Economical)

💡 TIP: You can monitor processing progress on the Knowledge Base detail page. Status will change from "Processing" to "Available" when complete.

📖 Previous: [Overview](./01-overview.md) · Next: [Chunk Settings](./