Setting Up the Knowledge Base

In this tutorial, you'll configure the Knowledge Base so the AI assistant generates more accurate queries.

Click the Try Demo Mode button in the MinusX sidebar to follow along with a pre-configured sample environment.

Step 1: Whitelist your tables

Navigate to the Knowledge Base and select your database connection.

Browse the schema and check the tables that are relevant to your team. Uncheck anything that's internal, deprecated, or irrelevant.

Step 2: Add text context

Create a new text context document. Write down key information about your data:

## Metric Definitions
- Revenue = SUM(TotalDue) from Sales_SalesOrderHeader where Status = 5 (completed)
- Active customers = customers with at least one order in the last 90 days

## Important Notes
- All dates are stored in UTC
- The Products table includes discontinued items — filter by DiscontinuedDate IS NULL for active products

Step 3: Test the AI

Go to the Explore page and ask the AI a question that requires the context you just added:

"What was total revenue last quarter?"

Check that the AI uses the correct metric definition and table.

Step 4: Create evals (optional)

For ongoing quality, create eval sets with question-answer pairs. This lets you measure how well the AI performs and track improvement over time.

What you learned

How to whitelist tables for the AI
How to write effective text context
How to verify the AI is using your context correctly

Next steps

Head back to the Guides to explore more tutorials.