Types of Knowledge
Knowledge Items
Add documentation, links, and text content that AI assistants can reference when generating tests and answering questions. Knowledge items are stored at the project level and shared across all team members. What You Can Add:- URLs: Link to documentation sites, help pages, API docs
- Text Content: Add custom instructions, project notes, or guidelines
Global Context
Global context is included in the AI agent’s prompt for all test executions in your project. Use this to specify project-specific behaviors, requirements, or guidelines that should always apply. What to Include:- Service Description: “The service is a route planning service for American railways”
- Data Requirements: “When creating users, always use Swedish names”
- Quality Standards: “Always fail tests when obvious typos are found”
- UI Guidelines: “If a button is red, it should never be clicked”
- Authentication Flows: “Login requires 2FA via SMS”
- Keep it concise but specific
- Focus on universal rules that apply to all tests
- Include domain-specific terminology and behaviors
- Mention any unusual UI patterns or interactions
Project Summary
An AI-generated summary of your website’s functionality and structure, created by analyzing your pages and user interactions. This summary updates automatically as your site evolves. What’s Included:- Overview of your platform’s purpose and main functionality
- Key features and user flows
- Important pages and their purposes
- Integration points and external services
1
Navigate to Knowledge Settings
Navigate to Settings →
Knowledge.
2
Find Project Summary
Find the “Project Summary” section on the page.
3
Refresh Summary
Click “Refresh” to generate an updated summary based on your latest site
analysis.
The summary requires initial site analysis to be completed. If no summary
appears, ensure you’ve run some tests or site analysis first.
How Knowledge Works
Knowledge has different roles during test creation versus test execution: During Test Creation (Chat & Test Generation):- AI searches knowledge items for relevant documentation and specifications
- Global context helps the AI understand your product domain
- Project summary provides overall context about your application
- Chat assistants use knowledge to answer questions and suggest tests
- Only the generated test steps and global context are used
- Knowledge items are disconnected from the running test
- Tests execute based on the instructions that were created, not the original documentation
Project Knowledge vs. Chat-Local Files
Understanding the scope of your knowledge helps you organize it effectively: Project Knowledge (Settings → Knowledge):- Shared across all chats in the project
- Accessible to all team members
- Permanent and searchable by semantic search
- Best for: Official documentation, stable specifications, product rules
- Only exists in that specific chat conversation
- Other users’ chats cannot access it
- Not added to project knowledge automatically
- Best for: Experimental specs, temporary references, exploratory work
Semantic Search
Knowledge items are automatically indexed using embeddings, allowing the AI to find relevant information based on meaning rather than exact keywords. When you ask a question or generate tests, the system:- Analyzes your request to understand intent
- Searches knowledge items for semantically similar content
- Provides the most relevant information to the AI assistant
- Uses clear file names to improve search accuracy
Managing Your Knowledge - where to Upload What
Choose the right location based on how stable and official your information is: Upload to Project Knowledge when:- The information is official, approved documentation
- It describes stable features and requirements
- It contains compliance guidelines or business rules
- It won’t change frequently
- All team members should reference it
- The information is experimental or exploratory
- It describes new features still in development
- It’s a pull request description or feature branch documentation
- It may be updated or replaced soon
- You’re testing ideas before committing them
Tip: Start in chat for new work, then move to project knowledge once information is validated and official.
Adding Knowledge Items
1
Navigate to Knowledge Settings
Navigate to Settings →
Knowledge.
2
Add New Knowledge
Click “Add Knowledge” to create a new knowledge item.
3
Choose Content Type
Choose your content type (URL or Text) based on what you want to add.
4
Fill in Details
Fill in the title and content for your knowledge item. Use clear,
descriptive titles that reflect the content - this helps both the AI search
and allows you to reference specific knowledge by name in chat (e.g., “use
the API documentation knowledge”).
5
Save and Process
Save to process and index the content for use by AI assistants.
Organization Tips
- Use Clear Titles: Make knowledge items easy to find with specific, descriptive names
- Keep Content Current: Regularly review and update documentation links
- Remove Outdated Info: Delete or update knowledge that no longer reflects your product
- Test Your Knowledge: Ask the chat assistant questions to verify it finds the right information
- Avoid Contradictions: When updating specs, remove old versions to prevent confusion
Troubleshooting
Knowledge not being found in chat:- Ensure content has been fully processed (check status indicators)
- Try different search terms or questions
- Verify the content is relevant to your question
- Use clear, descriptive titles for better semantic search results
- Check that you’ve saved the global context settings
- Verify the context applies to the type of test you’re running
- Review test results to see if context guidelines are being followed
- Ensure you’ve completed initial site analysis
- Try running a few tests to build the knowledge graph
- Manually refresh the summary after adding new functionality
- Remember: files uploaded in chat are conversation-specific
- To share with team, add the file to Project Knowledge instead
- Other team members need to upload it to their own chats, or use project knowledge