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Creating a Knowledge Stack Step-by-step guide to creating and populating Knowledge Stacks false

::MstyStudioDocsNotice ::

::steps

1. Start a New Stack

Click the Knowledge Stack button in the sidebar to begin

::image-plain{src="/how-to/create-knowledge-stack/new-stack-button.webp" alt="New Knowledge Stack button in sidebar"} ::

2. Add Your Content

::tabs ::div{label="Files" icon="tabler:file"} #### Documents & Files Drag and drop or browse for: - PDFs, Word docs, text files - Code files and spreadsheets - EPUBs and RTF documents

  ::image-plain{src="/how-to/create-knowledge-stack/file-import.webp" alt="File import interface"}
  ::
::

::div{label="Obsidian" icon="tabler:notebook"}
  #### Vault Integration
  Connect entire Obsidian vaults while preserving:
  - Folder structure
  - Internal links
  - Metadata
  
  ::image-plain{src="/how-to/create-knowledge-stack/obsidian-import.webp" alt="Obsidian vault import"}
  ::
::

::div{label="Folders" icon="tabler:folder"}
  #### Bulk Import
  Add entire folders with mixed content:
  - Drag & drop folders
  - Maintains original structure
  - Processes all supported file types
  
  ::image-plain{src="/how-to/create-knowledge-stack/folder-import.webp" alt="Folder import interface"}
  ::
::

::div{label="Notes" icon="tabler:pencil"}
  #### Quick Add Notes
  Type or paste custom text directly:
  - Perfect for last-minute additions
  - Supports markdown formatting
  - Appears as "Custom Notes" in stack
  
  ::image-plain{src="/how-to/create-knowledge-stack/custom-notes-import.webp" alt="Custom notes field"}
  ::
::

::div{label="YouTube" icon="tabler:brand-youtube"}
  #### Video Content
  Paste YouTube URLs to add:
  - Automatic transcript processing
  - Video metadata inclusion
  - Multiple URLs supported
  
  ::image-plain{src="/how-to/create-knowledge-stack/youtube-import.webp" alt="YouTube URL field"}
  ::
::

::

3. Configure Processing

Click the gear icon to adjust chunk settings:

::image-plain{src="/how-to/create-knowledge-stack/chunk-settings-interface.webp" alt="Chunk processing settings"} ::

  • Embedding Model: Choose local or cloud-based
  • Splitter Type: Recursive vs sentence-based
  • Chunk Size: Balance context vs specificity
  • Overlap: Control context connections

::alert{type="tip" icon="tabler:bulb"} Need help choosing settings? See our Advanced Configuration Guide ::

Click the sliders icon for precision controls:

::image-plain{src="/how-to/create-knowledge-stack/search-settings-interface.webp" alt="Search settings interface"} ::

  • Results quantity and quality thresholds
  • Custom prompt prefixes
  • Jina AI reranking integration

5. Save & Activate

Choose your workflow:

::image-plain{src="/how-to/create-knowledge-stack/compose-save-as-draft-buttons.webp" alt="Save and compose buttons"} ::

  • Save Draft: Store unfinished stack
  • Compose: Build ready-to-use stack
  • Three-dot Menu: Update existing stacks

::alert{type="info" icon="tabler:info-circle"} Remember: You can always recompose your stack later if you add new content or change settings! ::

6. Chat with Your Stack

Access your knowledge in any chat:

::image-plain{src="/how-to/create-knowledge-stack/choose-knowledge-stack-in-chat-interface.webp" alt="Knowledge Stack selection in chat interface"} ::

  1. Start a new chat
  2. Click the Knowledge Stack icon
  3. Select stacks to reference
  4. Adjust settings:
    • Similarity: Match strictness (Low=Broad, High=Exact)
    • Chunks: Number of references to use
  5. Ask natural language questions

::alert{type="tip" icon="tabler:bulb"} Pro Tip: Combine multiple stacks for cross-reference queries! The selected stacks will show a checkmark badge when active. ::

::alert{type="info" icon="tabler:info-circle"} Want deeper control? Learn about optimizing search results and how RAG works. ::