Where it appears
Dashboard
Ask in the sidebar. Covers the workspace you are in.
Browser side panel
Beside any page. Covers every workspace you belong to.
Editor
/mcp/portal in Cursor, Claude and other MCP clients. Covers every workspace you belong to.Who can use it
| Role | Can ask in |
|---|---|
| Owner, admin | Every knowledge base in the workspace |
| Member, user | Every knowledge base with Workspace members switched on (the default), plus any where they have the Chat permission |
/mcp/portal) is where your team reaches it.
Ask a question
Narrow the scope (optional)
Use the Knowledge Bases, Groups and Sources filters. They combine: a source group and a source together means documents in both. The Sources filter only lists sources in the groups you picked.
Conversations
History lists your conversations in the current workspace. Search finds them by title or by the text of any question you asked. Rename one with the pencil icon (up to 200 characters). Click New to start over. Nobody else can open your conversations.Troubleshooting
- “No knowledge bases are available to you yet.” Ask an owner or admin to turn on Workspace members for a knowledge base, or to grant you Chat.
- “Select at least one knowledge base / group / source to ask a question.” One of the filters is set to none. Open it and click Select all.
- A knowledge base from another workspace is missing. The dashboard shows one workspace at a time. Switch workspace, or use the side panel, which covers all of them.