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Tutorial: Setting Up Your Knowledge Library

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For full details on adding documents, folder uploads, and traceability, see Knowledge Library.

This tutorial shows you how to upload your reference material so the Co-engineer can use it. Takes about 5 minutes.

Do this first, before anything else. The Co-engineer draws on the Knowledge Library for every task — creating schemas, filling in data documents, answering questions. The richer the library, the better and more traceable its output. An empty library means generic answers; a populated library means answers grounded in your actual project data.


Step 1 — Open the Knowledge Library

Click Knowledge Library in the sidebar.

Knowledge Library showing a document already uploaded, with the Add and Create with Co-Engineer buttons at the top


Step 2 — Add your documents

Click + Add. A dropdown appears with three options:

Add dropdown showing Upload Document, Upload Folder, and Add Knowledge

  • Upload Document — upload a PDF, TXT, or JSON file (a paper, test report, spec, datasheet). This is the most common option.
  • Upload Folder — bulk upload many files at once. A progress indicator tracks succeeded and failed files.
  • Add Knowledge — type a note directly without a file. Use this for decisions and rationale captured in the moment.

Choose Upload Document, select your file, give it a name and tags, and click Upload. Protos splits it into chunks and embeds them so the Co-engineer can search across the content.


Step 3 — Or let the Co-engineer create knowledge from a conversation

Notice the Create with Co-Engineer button at the top. After a Co-engineer session, it can save key findings, decisions, or summaries directly into the Knowledge Library. Any future session can then draw on what was captured.


Step 4 — Tag consistently

Pick a tag taxonomy with your team before you start — for example by material (graphite, nmc811) or type (paper, decision, spec). Inconsistent tags make search unreliable later.


Step 5 — Verify it's working

Search for a keyword you know is in a document you just uploaded. If it appears, the library is ready.

One thing that matters most: capture decisions as text notes as you make them. A note like "Chose 1.2 mol/L — Q1 study showed peak conductivity at this concentration" written in the moment is far more useful than trying to reconstruct it six months later.


Next step

Tutorial: Working with the Co-engineer — now that the library is populated, use the Co-engineer to build your first schema from it.


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