Knowledge Base — DM Portal Access
DM reviewers can access the Knowledge Base for any of their assigned tenants directly from the DM Portal. They can upload and remove documents, and see what RAG context agents used during task execution.
Full screen specs and flows: Manage — Knowledge Base Screens | Manage — Knowledge Base Flows
What DM Reviewers Can Do
| Action | Can do? | Notes |
|---|---|---|
| View a tenant’s datasets (file counts, status) | Yes | Via Tenant Overview → Knowledge Base tab |
| Upload documents to a tenant’s dataset | Yes | On behalf of a tenant |
| Remove documents from a tenant’s dataset | Yes | |
| Enable / disable individual files | Yes | |
| Trigger a website re-crawl | Yes | |
| Test retrieval quality (sandbox) | Yes | Useful when debugging poor agent output |
| Create a new dataset | No — Manage app only | |
| Change dataset configuration | No — Manage app only |
Where It Appears in DM Portal
1. Tenant Overview — Knowledge Base tab
In the per-tenant view (/clients/[tenantId]), a Knowledge Base tab sits alongside Overview, Activities, Approvals, and Settings:
Tenant: Acme Corp
[Overview] [Activities] [Approvals] [Knowledge Base] [Settings]
Knowledge Base
───────────────────────────────────────────────────────────────────
Dataset Files Chunks Status
───────────────────────────────────────────────────────────────────
📄 Client Documents 3 29 ✅ Indexed
🌐 Website Content 142p 1,840 ✅ Last crawl: Apr 1
📝 Published Content 24 312 ✅ Auto-updated
🔍 Competitor Res. 18 210 ✅ Local only
[+ Upload to Client Documents] [Re-crawl Website] [Open Sandbox]Each dataset row is expandable to show individual files with enable/disable/delete actions (same as Dashboard KB2).
2. Activity Detail — Retrieved Context panel
When viewing an activity that used rag_search (screen P3), the right metadata panel includes a Retrieved context section:
Model: claude-sonnet-4-6
Tokens: 4,812 in / 1,204 out
Cost: $0.018
Retrieved context (3 queries)
─────────────────────────────
Query: "local SEO for small businesses"
Dataset: client_docs · 3 chunks
Scores: 0.91 · 0.87 · 0.82
↳ brand-guidelines.pdf — "Our primary audience…"
Query: "past blog posts about SEO"
Dataset: published_content · 3 chunks
Scores: 0.89 · 0.85 · 0.78
↳ "How to Rank on Google in 2026"If retrieval quality looks poor (low scores, wrong sources), the reviewer can jump directly to the tenant’s sandbox to diagnose — and upload better source documents if needed.
Access Pattern
DM reviewers see the Knowledge Base for all their assigned tenants from a single interface. They do not need to switch apps or log into a tenant account — the DM Portal fetches the tenant’s dataset data via the /dm/v1/tenants/:id/knowledge-base endpoints on the Fastify API.