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Change knowledge settings

On the Settings tab of a knowledge detail screen, review its alias, description, tags, and search-related settings. Search methods and the embedding model cannot be changed directly after documents are added.

Screenshot TODO

Capture: The Settings tab for a knowledge with documents, showing a locked search method and embedding model together with the Change settings action.

Change knowledge information

  1. Open the knowledge and select the Settings tab.
  2. Edit its alias, description, or tags.
  3. Add or remove collection associations.
  4. Select Save.

If you open another tab without saving, the changes are discarded.

AI-suggested values may be available for the alias, description, and tags. Review the suggestion and revise it as needed before saving.

Review search settings

Search settings show the current search method and embedding model.

SettingDescription
Semantic searchRetrieves document chunks with similar meaning. Requires an embedding model.
Keyword searchRetrieves document chunks that contain entered words.
Embedding modelConverts documents to numeric vectors for semantic search.

See Chunking and search options for search-method and model selection guidance. Available models depend on system configuration.

Search settings are locked when documents exist

For knowledge with documents, the search method and embedding model are locked. To change them, clear the documents with the following procedure and then add them again.

Clear documents before changing search settings

Clearing deletes every document and processed chunk in the knowledge. Deleted contents cannot be restored.

  1. Confirm that the original documents can be added again.
  2. At the bottom of the Settings tab, select Change settings.
  3. Review the deletion scope in the confirmation dialog.
  4. Enter the knowledge name as instructed.
  5. Select Delete all and unlock settings.
  6. Select the search method and embedding model again.
  7. Add the documents again and wait for processing to complete.
  8. Test the results again on the Search tab.

You do not need to clear documents to change the alias, description, or tags.

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