<< Click to Display Table of Contents >> Navigation:  Low-code Process Automation > Automation - Test and Production environments > Automation Service Management > How to manage your environment with the Management Console > AI Hub > Knowledge Base Catalogs

Overview

The Knowledge Base Catalogs module, located in the AI Hub section of the Management Console (MC), enables intelligent behavior through Catalog-driven learning and context-aware assistance. This sub-menu allows you to manage and monitor the status of artifacts related to the AI Agent's and AI Worker's Knowledge Base configured in Studio, including viewing the status of each item, checking whether it has been processed (vectorized), and confirming its availability for use.

 

Additionally, this section includes the Environment category, which lets you create, edit, and delete Knowledge Base Catalogs specific to your Test and Production environments directly from the MC, complementing the Studio-based Knowledge Base Catalogs categories found in the Bizagi Files Knowledge and Bizagi Data Knowledge tabs. You can also visualize Knowledge Base Catalogs of Bizagi Data Knowledge type in the MC from the Development, Test, and Production environments.

 

The creation of a Knowledge Base Catalog implies defining the data sources that your AI capabilities will use during process execution. These sources help drive automated decisions, provide business context, and enable intelligent actions across your operations. From Studio, you can choose to configure either:

 

•Bizagi Files Knowledge: Connects fixed (static) knowledge like manuals, policies, or reference documents. These files are manually updated and apply to AI Agents and AI Workers. For more information about how this feature behaves in the Management Console, refer to the section Managing Bizagi Files Knowledge Catalogs for Test and Production Environments in this article.

•Bizagi Data Knowledge: Leverages historical process data so the system can learn and recognize patterns, applicable to AI Agents. This enables more contextual responses based on similar past cases, offering consolidated insights that are regularly updated to help you better understand your business environment. For more information about how this feature behaves in the Management Console, refer to the section Visualizing Bizagi Data Knowledge Catalogs in this article.

 

In Studio, you can distinguish between the types of Knowledge Base Catalogs by their icons in the Knowledge Base tree. Catalogs of Bizagi Files Knowledge type are represented by a standard file icon, while those with Bizagi Data Knowledge type are identified by a file icon with incoming arrows.

 

 

Each time a Knowledge Base Catalog of Bizagi Data Knowledge type is created, an AI Job is automatically added.

 

 

Knowledge Base Catalogs Contents Overview

The Knowledge Base Catalogs module displays both types of Knowledge Base configurations defined in Studio: Bizagi Files Knowledge and Bizagi Data Knowledge.

 

For each section, you can view the list of all registered artifacts organized by the categories defined in Studio. When you expand a category and select a specific artifact from a Knowledge Base Catalog, a table appears showing detailed information about that artifact. Each row in the table represents an individual artifact entry and includes the following details:

 

 

 

Artifact Statuses

The Knowledge Base Catalogs module displays the processing status of each artifact to help you track its readiness and availability in the AI Agent's and/or AI Worker's Knowledge Base. These statuses reflect the stage of the vectorization process that transforms artifacts into structured knowledge usable by AI services.

 

 

Managing Bizagi Files Knowledge Catalogs in Test and Production Environments in the MC

The Environment category, available in the Bizagi Files Knowledge tab, allows you to create, edit and delete Knowledge Base Catalogs specific to your Test and Production environments directly from the MC.

 

Creating a New Knowledge Base Catalog in the Environment Category

To add a new Knowledge Base Catalog to the Environment category:

1.Go to AI Hub and select the Knowledge Base Catalogs submenu. Then, go to the Bizagi Files Knowledge tab.

 

Note: To use this feature, you must be in either the Test or Production environment within the Management Console.

Files uploaded to the Environment category are exclusive to the selected environment and are not synchronized with Bizagi Studio.

 

2.Locate the Environment category and click the Add new button.

 

 

3. Fill-in the required fields in the pop-up window. Uploaded files are validated to ensure:

•File names are unique within the Knowledge Base Catalog.

•Proper file size (up to 50 MB per file).

•Supported formats (.docx, .pdf, .xlsx).

•Maximum of 7 files per Knowledge Base Catalog.

 

4. Click Save.

 

 

5. The status of the processing of the files in the Knowledge Base Catalog will initially be displayed as To Process and will change to Processing during the vectorization process.

 

 

If successful, the status will then change to Available; otherwise, it will change to Failed. To update or check the status of your documents, there's an icon in the top right corner of the MC's screen, click it to refresh the status.

 

Note: If a file cannot be processed, the Knowledge Base Catalog enters a Failed status. You can edit the Knowledge Base Catalog, delete the file, and re-upload it. If the error persists, you can contact support for a detailed analysis.

 

6. When your Catalog is ready you can associate it in the AI in Process menu, to the node desired.

 

 

Editing a Knowledge Base Catalog in the Environment Category

To modify an existing Knowledge Base Catalog, click the three-dot icon next to it and select Edit. You can update the Knowledge Base Catalog’s name or description, and also add, remove, or replace its files as needed.

 

Deleting a Knowledge Base Catalog in the Environment Category

To delete an existing Knowledge Base Catalog, click the three-dot icon next to it, select Delete, and then confirm the deletion.

 

Note: Knowledge Base Catalogs cannot be deleted if they are still referenced by AI in Process. The next section in this article provides instructions on how to manage references prior to Knowledge Base Catalog deletion.

 

Managing References Prior to Knowledge Base Catalog Deletion

You need to remove references to a Knowledge Base Catalog before deleting it permanently from the system. Follow these steps to ensure proper removal:

1.Navigate to the AI Hub section and select AI in Process.

2.Identify any processes that are currently using the Knowledge Base Catalog you want to delete.

3.Deselect the Knowledge Base Catalog from each process.

4.Go to the Knowledge Base Catalogs submenu within the AI Hub and click the Bizagi Files Knowledge tab.

5.Proceed with the deletion of the Knowledge Base Catalog.

 

 

Visualizing Bizagi Data Knowledge Catalogs in the MC

You can visualize the vectorization and execution status of deployed Bizagi Data Knowledge from Studio within the Management Console (MC), providing complete visibility into the processing of historical data for AI capabilities. This feature is available in all environments: Development, Test, and Production.

 

Filtering Bizagi Data Knowledge Catalogs by a Specific Category

To focus on a particular set of data, you can filter Bizagi Data Knowledge by selecting a specific category. Locate the category dropdown menu above the table and choose the desired category. The table will then display only the Bizagi Data Knowledge artifacts that match your selection.

 

 

Bizagi Data Knowledge Catalog Search

To find specific Bizagi Data Knowledge items by name, enter text into the search field located at the top right of the screen, above the table. The table will display results that match either category names or Bizagi Data Knowledge items.

 

Note: When performing a search, the category automatically changes to All.

 

 

Checking the Status of Bizagi Data Knowledge Catalog Artifacts

You can check the status of all configured Bizagi Data Knowledge items to monitor the vectorization process and detect potential errors as follows:

1.In the Management Console, select AI Hub from the left-menu and go to Knowledge Base Catalogs.

2.Click the Bizagi Data Knowledge tab. Expand a category to see the associated Bizagi Data Knowledge items.

 

Note: The Bizagi Files Knowledge tab is only available on Test and Production environments.

 

3. Review the status of each item under the Status column in the table.

 

 

The following are the possible states for a Bizagi Data Knowledge item:

•Completed (Green): Indicates that vectorization and execution were successful. No additional actions are required.

•In progress (Yellow): Indicates that vectorization is currently underway. No actions are available while processing is ongoing.

•Failed (Red): Indicates that vectorization has failed. A retry option is available to attempt processing again.

•Not executed (Gray): Indicates that the Scheduler has not run for this item yet, typically because the Start Date (set in Data Sync within Studio or AI Jobs in MC) has not been reached or it has not been executed for the first time. The default status remains Not executed in this state, and no actions are available until the Scheduler is initiated.

 

Failed Vectorization Retry

If a Bizagi Data Knowledge item fails to vectorize, you can retry the process to recover data processing without needing to reconfigure it in Studio. Follow these steps:

1.Locate a Bizagi Data Knowledge item with a Failed status, identified by a red icon.

2.Click the retry icon next to the Failed element.

3.The Bizagi Data Knowledge element status will change to In process, indicated by a yellow icon.

4.Wait for the process to complete, then reload the page to check if vectorization was successful.

 

 

Last Updated 11/20/2025 10:37:29 AM