Creating Collections

Collections are containers that group related documents together. This guide shows you how to create and configure them.

Creating a New Collection

1. From the dashboard, click New Collection (or the + button)
2. Enter a name for your collection
3. Optionally add a description
4. Click Create

Your new collection is ready for documents.

Collection Settings

Name

Choose a clear, descriptive name that tells users what content they'll find.

Good names:

• "Customer Support FAQs"
• "Engineering - API Documentation"
• "HR Policies 2024"

Avoid:

• "Docs" (too vague)
• "Misc" (not helpful)
• "John's stuff" (not professional)

Description

The description appears on the collection card and helps users understand:

• What type of content is included
• What questions it can answer
• Who maintains it

Example:

"Product documentation including user guides, API references, and troubleshooting guides. Maintained by the Documentation team."

Collection Visibility

Collections can be public or private:

Public (Default)

• All organization members can access
• Members can upload and edit documents
• Viewers can only read and chat
• Best for general knowledge bases

Private

• Only explicitly added users can access
• You choose who can view/edit
• Ideal for sensitive content (HR, Legal, Finance)

To change visibility:

1. Open the collection
2. Click Settings (gear icon)
3. Toggle between Public and Private
4. For private collections, add members

See Roles & Permissions for details on access control.

After Creating

Once you've created a collection:

1. Upload documents - Add your PDFs, Word docs, or text files
2. Organize with tags - Tag documents for easier filtering
3. Start chatting - Ask questions about your content
4. Share with team - Invite colleagues to use the collection

Collection Limits

Your plan determines how many collections you can create:

At your limit? Consider:

• Combining related collections
• Upgrading your plan
• Using tags to organize within collections

Best Practices

Start Small

Create 2-5 collections for your main content areas. You can always add more later.

One Topic Per Collection

Keep collections focused. "Engineering Docs" is better than "Engineering + Marketing + HR."

Regular Maintenance

• Remove outdated documents
• Update descriptions as content changes
• Review access for private collections

Naming Convention

If you have many collections, use a consistent naming pattern:

• "Department - Topic" (e.g., "HR - Policies")
• "Product - Version" (e.g., "Widget Pro - v2.0")
• "Team - Purpose" (e.g., "Support - FAQ")

Deleting Collections

To delete a collection:

1. Open the collection
2. Click Settings (gear icon)
3. Scroll to the bottom
4. Click Delete Collection
5. Confirm the deletion

Warning: Deleting a collection removes all documents within it. This cannot be undone.

Related Articles

• Understanding Collections
• Uploading Documents
• Managing Documents
• Roles & Permissions

Need Help?

Contact our support team if you need help organizing your collections.