Security in Enterprise AI
Learn how to connect your agent to internal files and systems using StackAI’s powerful Knowledge Base tools.
A powerful AI agent needs access to the right data. In this video, you’ll learn how to use knowledge bases in StackAI to give your agent access to private files, systems, and APIs—like SharePoint, Google Drive, Notion, and more. You’ll see how to configure file indexing, set search filters and metadata, control access with roles-based permissions, and let your agent search data only when needed using tools.
Summary
Why knowledge bases matter: build context-aware agents powered by private data
Two ways to configure knowledge bases: left-side panel and within workflows
Upload static documents (e.g. PDFs) and adjust chunking, indexing, and search settings
Connect knowledge bases to LLMs, referencing documents and questions inside prompts
Preview parsed files and assign metadata tags for better document discovery
Drag and drop other types of nodes: APIs, tables, web sources, or dynamic file systems
Connect to SharePoint, Google Drive, Dropbox, and more via secure credentials
Enable auto-sync to keep data up to date as files change
Use a knowledge base as a tool, so the LLM queries it only when needed
Configure search strategy, result length, and advanced tool settings
Set up roles-based access control to restrict data access by person or group
Share knowledge bases securely via the central manager interface
Next up: deep dive into LLM tooling and advanced capabilities inside your workflows