Document Intelligence
Document Intelligence is a search page for your knowledge bases. You type a question, pick a knowledge base, and Nexus returns the passages from your documents that best match it.
What it does, and what it does not do
It does:
- Search the knowledge bases that already exist in a project.
- Match by meaning as well as by keywords, then re-rank the best results.
- Show the matching passages ("chunks") with a score.
It does not:
- Upload or add documents.
- Read a document and pull out fields, tables or text (no extraction or OCR).
- Run jobs, show a history of past searches, or export results.
- Write an answer with citations. It only shows the matching passages.
How it differs from similar features
| Feature | What it is for |
|---|---|
| Knowledge Explorer (this page) | Searching knowledge bases that are already set up |
| Knowledge bases in Cortex | Where documents are uploaded, split into passages and indexed |
| Chat attachments | Files you add to a single chat message. See Chat: Artifacts and files |
| Document Pipeline in APEX Data | The tool that ingests and processes documents in bulk |
| The assistant's own document search | What Nexus does for you inside a chat. Knowledge Explorer is the manual version of it |
To connect or upload knowledge for an AI team, see Agent Force: Knowledge. To give a project its own files, see Projects.
Open Knowledge Explorer
There is no row for it in the Nexus sidebar. Use one of these:
- The Service Directory (
/services): find the Knowledge Explorer tile, "Search what the platform knows, from inside Nexus." - The search shortcut,
Ctrl+K(⌘Kon Mac). - The direct address,
/nexus/docintel.
You need Nexus admin permission to open the page. Without it you see Access Denied ("You do not have the required permissions to access this page (nexus.admin)…") and a Return home button.
Search a knowledge base
Choose a project
On the left, under PROJECT, pick a project from the list ("— select project —").
Choose a knowledge base
Under Knowledge Bases you see every knowledge base in that project. Click one. The first one is selected for you. A unified badge marks the standard type, and the refresh icon reloads the list.
Situation You see Loading "Loading…" No knowledge bases "No KBs in this project yet." No project chosen "Select a project to see its KBs." If the list cannot load, it simply looks empty. There is no error message.
Screenshot placeholderScreenshot to add: The left panel with the project selector and the list of knowledge bases. Ask a question
Click the search box and type your question. Its placeholder reads
Ask a question against "(knowledge base name)"…. The box is disabled until a knowledge base is selected. A line above the results reminds you which one you are searching: "Searching in (name) · collection (id)".Choose how many results
Pick top 3, top 5 (default), top 10 or top 20 from the menu (Max results).
Search
Press Enter or click Search. The button reads Searching… while it works. It stays disabled if the question is empty or no knowledge base is selected.
Read the results
A line says "(N) chunk(s) returned". Each result is a card:
- A number and a title: the document's title, else the knowledge base name, else "Chunk N".
- A score pill. Green means 80% or higher, amber 50% or higher, and grey below that. A higher score is a closer match.
- The passage itself. Long passages are cut at 200 characters, with more and less to expand them.
- Up to five small detail chips, such as the source type.
How results are chosen. The search combines keyword matching with matching by meaning, then re-orders the best candidates. Each passage shown is up to 800 characters, centred on the part that best matches your question.
| Situation | You see |
|---|---|
| No matches | "No matching chunks found — try a different query or lower the score threshold." |
| Nothing searched yet | "Enter a question above to retrieve matching chunks from this KB." |
| No knowledge base chosen | "Select a Knowledge Base from the sidebar to start exploring." |
| The search failed | A red box with the reason, or "Query failed". For example "Knowledge base not found" or "You do not have access to this knowledge base." |
Changing the project clears your selection and results. Choosing a different knowledge base clears the results.
Which knowledge bases you can search
Access follows each knowledge base's own setting:
| Setting | Who can search it |
|---|---|
| Private | Its owner |
| Project | Members of the project |
| Org | People in the same organization |
| Team | People who share a team with it |
Administrators do not get extra access to other people's knowledge bases.