# Knowledge Base Configuration Tutorial (Beginner + Intermediate Users)

**URL:** <https://community.pickaxe.co/t/knowledge-base-configuration-tutorial-beginner-intermediate-users/4337>\
**Category:** How To Guides\
**Tags:** pickaxe, knowledge-base\
**Created:** [February 27, 2025, 3:58pm UTC](https://community.pickaxe.co/t/knowledge-base-configuration-tutorial-beginner-intermediate-users/4337 "2025-02-27T15:58:25Z")\
**Posts on this page:** 20\
**Page:** 1

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**Author:** ![Ned.Malki](https://yyz2.discourse-cdn.com/flex004/user_avatar/community.pickaxe.co/ned.malki/32/5918_2.png) [@Ned.Malki](https://community.pickaxe.co/u/Ned.Malki)\
**Post date:** [February 27, 2025, 3:58pm UTC](https://community.pickaxe.co/t/knowledge-base-configuration-tutorial-beginner-intermediate-users/4337/1 "2025-02-27T15:58:25Z")

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Your Pickaxe is only as smart as the data it pulls from! Properly configuring your **Knowledge Base settings** ensures your AI delivers **accurate, relevant, and efficient** responses every time. Whether you’re fine-tuning **relevancy cutoff** , managing **data retrieval** , or setting up **context instructions** , these settings shape how your Pickaxe interprets and responds to user queries.

In this tutorial, I break down **everything you need to know** —from optimizing your **knowledge base** to refining **prompt injection and core prompts** (think of it as your AI’s employee handbook). If you want your Pickaxe to **work smarter, not harder** , this is the guide you don’t want to miss! Watch the full breakdown and start building **better, more responsive AI tools today!** 🚀🔥

[![](https://canada1.discourse-cdn.com/flex004/uploads/pickaxeproject/original/2X/2/2a08468bbe81e3268c8b6fcf528895c963cf12ee.jpeg "Knowledge Base Configuration Tutorial - Pickaxe") ](https://www.youtube.com/watch?v=SlWfzz9NRo4)

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**Author:** ![Ned.Malki](https://yyz2.discourse-cdn.com/flex004/user_avatar/community.pickaxe.co/ned.malki/32/5918_2.png) [@Ned.Malki](https://community.pickaxe.co/u/Ned.Malki)\
**Post date:** [February 27, 2025, 4:05pm UTC](https://community.pickaxe.co/t/knowledge-base-configuration-tutorial-beginner-intermediate-users/4337/2 "2025-02-27T16:05:35Z")

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**Author:** ![enochleffingwell](https://yyz2.discourse-cdn.com/flex004/user_avatar/community.pickaxe.co/enochleffingwell/32/1613_2.png) [@enochleffingwell](https://community.pickaxe.co/u/enochleffingwell)\
**Post date:** [February 28, 2025, 9:53pm UTC](https://community.pickaxe.co/t/knowledge-base-configuration-tutorial-beginner-intermediate-users/4337/3 "2025-02-28T21:53:59Z")

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I watched this on YouTube. I found it very helpful and informative thank you very much! Timely videos being released as always!

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**Author:** ![Ned.Malki](https://yyz2.discourse-cdn.com/flex004/user_avatar/community.pickaxe.co/ned.malki/32/5918_2.png) [@Ned.Malki](https://community.pickaxe.co/u/Ned.Malki)\
**Post date:** [March 1, 2025, 12:15pm UTC](https://community.pickaxe.co/t/knowledge-base-configuration-tutorial-beginner-intermediate-users/4337/4 "2025-03-01T12:15:06Z")

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I’m glad you found it helpful @enochleffingwell ! More insights on the way—let me know if there’s a specific topic you’d like to see next.

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**Author:** ![tristanroth](https://yyz2.discourse-cdn.com/flex004/user_avatar/community.pickaxe.co/tristanroth/32/2269_2.png) [@tristanroth](https://community.pickaxe.co/u/tristanroth)\
**Post date:** [March 3, 2025, 1:37pm UTC](https://community.pickaxe.co/t/knowledge-base-configuration-tutorial-beginner-intermediate-users/4337/5 "2025-03-03T13:37:28Z")

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I just want a legal chatbot that retrieves the knowledge it has. I’m playing with knowledge base settings but it just doesn’t work. Doesn’t retrieve info provided in many files. Whether the relevance is 20 60 90… the amount 2400 or 15000…

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**Author:** ![Ned.Malki](https://yyz2.discourse-cdn.com/flex004/user_avatar/community.pickaxe.co/ned.malki/32/5918_2.png) [@Ned.Malki](https://community.pickaxe.co/u/Ned.Malki)\
**Post date:** [March 3, 2025, 1:56pm UTC](https://community.pickaxe.co/t/knowledge-base-configuration-tutorial-beginner-intermediate-users/4337/6 "2025-03-03T13:56:57Z")

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Hey @tristanroth send me screenshots of your project on here or DM me. I need to see the core prompt, kb overview (screenshot of files - specifically types and chunks count), and the other settings you mentioned above.

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**Author:** ![zerodot](https://yyz2.discourse-cdn.com/flex004/user_avatar/community.pickaxe.co/zerodot/32/542_2.png) [@zerodot](https://community.pickaxe.co/u/zerodot)\
**Post date:** [March 3, 2025, 2:00pm UTC](https://community.pickaxe.co/t/knowledge-base-configuration-tutorial-beginner-intermediate-users/4337/7 "2025-03-03T14:00:28Z")

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Legal is one of the most difficult use cases. Even notebooklm bungles it. It would require a custom RAG pipeline in my experience which requires significant work.

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**Author:** ![tristanroth](https://yyz2.discourse-cdn.com/flex004/user_avatar/community.pickaxe.co/tristanroth/32/2269_2.png) [@tristanroth](https://community.pickaxe.co/u/tristanroth)\
**Post date:** [March 3, 2025, 8:35pm UTC](https://community.pickaxe.co/t/knowledge-base-configuration-tutorial-beginner-intermediate-users/4337/8 "2025-03-03T20:35:50Z")

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I have several systems out there that work well, was just testing here. Yes legal is difficult, I would expect hallucinations, the issue here is that even if I feed a given list of “100 things numeroted from 1 to 100” in the kb and I ask “tell me about thing number 57” it tells me it’s unaware of any “thing”.

As if the RAG was just not working. I use 01, and made sure total sum of tokens was under the limit. Temp is low to avoid hallucinations, around 0.4. But changing it doesn’t change much here.

Would be helpful to know what kind of kb settings work. 20? 90? etc.

thanks

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**Author:** ![Ned.Malki](https://yyz2.discourse-cdn.com/flex004/user_avatar/community.pickaxe.co/ned.malki/32/5918_2.png) [@Ned.Malki](https://community.pickaxe.co/u/Ned.Malki)\
**Post date:** [March 6, 2025, 4:30am UTC](https://community.pickaxe.co/t/knowledge-base-configuration-tutorial-beginner-intermediate-users/4337/9 "2025-03-06T04:30:10Z")

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Hey @tristanroth I developed several legal GPT projects for local law firms before. In the case of legal GPTs it is not necessarily a case of tweaking token lengths, but more of using the Knowledge Explorer to feed the system sample queries and then fine-tune the knowledge chunks. I added this to my to-do list I will record a Loom video example and update on here either later tonight or tomorrow 👍

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**Author:** ![simonh](https://avatars.discourse-cdn.com/v4/letter/s/7ba0ec/32.png) [@simonh](https://community.pickaxe.co/u/simonh)\
**Post date:** [March 12, 2025, 6:44am UTC](https://community.pickaxe.co/t/knowledge-base-configuration-tutorial-beginner-intermediate-users/4337/10 "2025-03-12T06:44:03Z")

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Super interested in this because I’m suffering as well.

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**Author:** ![Ned.Malki](https://yyz2.discourse-cdn.com/flex004/user_avatar/community.pickaxe.co/ned.malki/32/5918_2.png) [@Ned.Malki](https://community.pickaxe.co/u/Ned.Malki)\
**Post date:** [March 12, 2025, 6:48am UTC](https://community.pickaxe.co/t/knowledge-base-configuration-tutorial-beginner-intermediate-users/4337/11 "2025-03-12T06:48:34Z")

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Hi @simonh can you post your issue on here? Include screenshots and a loom video if possible along as much detail as possible (project scope, goals, visions, and current state).

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**Author:** ![simonh](https://avatars.discourse-cdn.com/v4/letter/s/7ba0ec/32.png) [@simonh](https://community.pickaxe.co/u/simonh)\
**Post date:** [March 12, 2025, 8:18am UTC](https://community.pickaxe.co/t/knowledge-base-configuration-tutorial-beginner-intermediate-users/4337/12 "2025-03-12T08:18:58Z")

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Just the same as Tristan. I’m trying to get it to drill down on very specific procedures and manuals + guides but it’s just giving general overviews. I’ve been testing sliders etc. for a couple of weeks and can’t see any discernable difference so i’ll just wait for your Loom video - watch that and try what you recommend.

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**Author:** ![simonh](https://avatars.discourse-cdn.com/v4/letter/s/7ba0ec/32.png) [@simonh](https://community.pickaxe.co/u/simonh)\
**Post date:** [March 12, 2025, 8:21am UTC](https://community.pickaxe.co/t/knowledge-base-configuration-tutorial-beginner-intermediate-users/4337/13 "2025-03-12T08:21:57Z")

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The other thing is that I’ve got about 2500 documents to sort through including technical operational manuals so if it’s a case of finetuning knowledge chunks I’ll probably need to start looking at Azure for smarter document handling and retrieval and just hope that system develops faster.

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**Author:** ![Ned.Malki](https://yyz2.discourse-cdn.com/flex004/user_avatar/community.pickaxe.co/ned.malki/32/5918_2.png) [@Ned.Malki](https://community.pickaxe.co/u/Ned.Malki)\
**Post date:** [April 4, 2025, 5:13pm UTC](https://community.pickaxe.co/t/knowledge-base-configuration-tutorial-beginner-intermediate-users/4337/14 "2025-04-04T17:13:20Z")

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Apologies for the late reply. I sent you a DM.

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**Author:** ![sumergoconicio](https://yyz2.discourse-cdn.com/flex004/user_avatar/community.pickaxe.co/sumergoconicio/32/1710_2.png) [@sumergoconicio](https://community.pickaxe.co/u/sumergoconicio)\
**Post date:** [June 17, 2025, 9:18pm UTC](https://community.pickaxe.co/t/knowledge-base-configuration-tutorial-beginner-intermediate-users/4337/15 "2025-06-17T21:18:44Z")

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![image](https://canada1.discourse-cdn.com/flex004/uploads/pickaxeproject/original/2X/4/43a937d0949366caa6a7b48082a6a99dee442e00.png)

I wonder if there’s a way we could directly reference the [[title]] of the documents being referenced in the chunks per response, and print these [[titles]] reliably within the response?

Maybe a protected\_variable or something?

@admin_mike @Ned.Malki @nathanielmhld

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<div class="post-metadata">

**Author:** ![Ned.Malki](https://yyz2.discourse-cdn.com/flex004/user_avatar/community.pickaxe.co/ned.malki/32/5918_2.png) [@Ned.Malki](https://community.pickaxe.co/u/Ned.Malki)\
**Post date:** [June 23, 2025, 5:13am UTC](https://community.pickaxe.co/t/knowledge-base-configuration-tutorial-beginner-intermediate-users/4337/16 "2025-06-23T05:13:53Z")

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Hi @sumergoconicio have you tried doing this in the Pickaxe prompt? That usually does the trick for me.

P.s. if you can record a loom video and send it my way, I can better assist you.

Thx

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**Author:** ![sumergoconicio](https://yyz2.discourse-cdn.com/flex004/user_avatar/community.pickaxe.co/sumergoconicio/32/1710_2.png) [@sumergoconicio](https://community.pickaxe.co/u/sumergoconicio)\
**Post date:** [June 23, 2025, 9:36am UTC](https://community.pickaxe.co/t/knowledge-base-configuration-tutorial-beginner-intermediate-users/4337/17 "2025-06-23T09:36:08Z")

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I have tried! I can never be sure if it’s remembering documents from its training or what has been provided in the knowledge base.

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**Author:** ![Ned.Malki](https://yyz2.discourse-cdn.com/flex004/user_avatar/community.pickaxe.co/ned.malki/32/5918_2.png) [@Ned.Malki](https://community.pickaxe.co/u/Ned.Malki)\
**Post date:** [July 18, 2025, 2:58pm UTC](https://community.pickaxe.co/t/knowledge-base-configuration-tutorial-beginner-intermediate-users/4337/18 "2025-07-18T14:58:05Z")

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@sumergoconicio did you try the magnifying tool under the output?

 ![image](https://canada1.discourse-cdn.com/flex004/uploads/pickaxeproject/original/2X/b/b46f31449ff3c644e1cbbc06b74582a8ce52073c.png)

 ![image](https://canada1.discourse-cdn.com/flex004/uploads/pickaxeproject/original/2X/5/56fc6984f3149d2ef5e9e664488849e7f7d3ac6d.png)

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**Author:** ![jimniswonger](https://avatars.discourse-cdn.com/v4/letter/j/6a8cbe/32.png) [@jimniswonger](https://community.pickaxe.co/u/jimniswonger)\
**Post date:** [September 16, 2025, 12:13am UTC](https://community.pickaxe.co/t/knowledge-base-configuration-tutorial-beginner-intermediate-users/4337/19 "2025-09-16T00:13:10Z")

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Thanks for this, Ned. I’m trying to wrap my head around this. I think it will be super helpful as I do.

Any simple tips or guidelines for what content to include in knowledge bases. (Specifically the thinking process to decide what to include)

Thank you!

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**Author:** ![Ned.Malki](https://yyz2.discourse-cdn.com/flex004/user_avatar/community.pickaxe.co/ned.malki/32/5918_2.png) [@Ned.Malki](https://community.pickaxe.co/u/Ned.Malki)\
**Post date:** [September 16, 2025, 8:34am UTC](https://community.pickaxe.co/t/knowledge-base-configuration-tutorial-beginner-intermediate-users/4337/20 "2025-09-16T08:34:28Z")

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Hey @jimniswonger best practice is to use the knowledgebase to add your IP documents (Proprietary) as it’s significantly more secure than including proprietary data within your system prompt.

Examples of what document/URL types to include in your KB:

1. business/brand FAQs
2. coach methodology docs
3. pricing data
4. inventory data (dynamic kb)
