Creating a Knowledge Stack

1. Start a New Stack

Click the Knowledge Stack button in the sidebar to begin

New Knowledge Stack button in sidebar

2. Add Your Content

Files Obsidian Folders Notes YouTube

Documents & Files

Drag and drop or browse for:

• PDFs, Word docs, text files
• Code files and spreadsheets
• EPUBs and RTF documents

File import interface

Vault Integration

Connect entire Obsidian vaults while preserving:

• Folder structure
• Internal links
• Metadata

Obsidian vault import

Bulk Import

Add entire folders with mixed content:

• Drag & drop folders
• Maintains original structure
• Processes all supported file types

Folder import interface

Quick Add Notes

Type or paste custom text directly:

• Perfect for last-minute additions
• Supports markdown formatting
• Appears as "Custom Notes" in stack

Custom notes field

Video Content

Paste YouTube URLs to add:

• Automatic transcript processing
• Video metadata inclusion
• Multiple URLs supported

YouTube URL field

3. Configure Processing

Click the gear icon to adjust chunk settings:

Chunk processing settings

• Embedding Model: Choose local or cloud-based
• Splitter Type: Recursive vs sentence-based
• Chunk Size: Balance context vs specificity
• Overlap: Control context connections

4. Fine-tune Search

Click the sliders icon for precision controls:

Search settings interface

• Results quantity and quality thresholds
• Custom prompt prefixes
• Jina AI reranking integration

5. Save & Activate

Choose your workflow:

Save and compose buttons

• Save Draft: Store unfinished stack
• Compose: Build ready-to-use stack
• Three-dot Menu: Update existing stacks

6. Chat with Your Stack

Access your knowledge in any chat:

Knowledge Stack selection in chat interface

1. Start a new chat
2. Click the Knowledge Stack icon
3. Select stacks to reference
4. Adjust settings:
   • Similarity: Match strictness (Low=Broad, High=Exact)
   • Chunks: Number of references to use
5. Ask natural language questions