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Profy’s knowledge capability is an external knowledge base connector. In the default mode, your documents stay on their original platforms, and Expert accesses them directly via API — no importing, no vectorization required. If you need higher search precision, you can enable RAG Indexing for any connection — the system will periodically sync documents locally, chunk them into vector-indexed segments, and use hybrid retrieval instead of native platform search. See Knowledge RAG Pipeline for details.
Before use, you must bind your knowledge platform credentials in Settings → Connectors. Expert cannot access platforms that haven’t been connected.

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Supported Platforms

Feishu / Lark

Connect to Feishu cloud documents and knowledge bases. Supports automatic token refresh — credentials are renewed automatically when they expire.

DingTalk

Connect to DingTalk documents. Also supports automatic token refresh with no manual credential maintenance needed.

IMA

Connect to the IMA knowledge base platform. Uses Client ID + API Key authentication with no expiration concerns.

Yuque

Connect to Yuque knowledge spaces. Uses a Personal Access Token for authentication.

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Three Steps to Get Started

1

Bind a Connector

Go to Settings → Connectors, select the target platform, and fill in the required credentials:Credentials are stored encrypted and are never exposed in any API response.
2

Enable the Knowledge Plugin

Knowledge is a manually enabled plugin. In the chat interface, click the ”+” menu and check the Knowledge plugin. Without enabling the plugin, Expert cannot access knowledge bases even if connections exist.
3

Start a Conversation

Once enabled, simply ask Expert questions in the conversation. You can specify a platform (“Search for OKR-related content in Feishu docs”), or leave it unspecified — Expert will search across all connected platforms.

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What Expert Can Do

Once connections are established, Expert can perform five types of operations in conversations:
Search for relevant documents across connected platforms based on your questions. When no platform is specified, it searches all platforms.
List the document directory structure of a knowledge base to help you locate content.
Read specific document content and reference or analyze it in the conversation.
Create new documents in the knowledge base. For example: “Organize our discussion into a Feishu document.”
Append new content to existing documents — ideal for continuously updated documents such as meeting notes or project logs.
Whether write operations (create, append) are available depends on the specific platform’s API support and the permissions of the credentials you provided. Read-only credentials can only search and read.

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Use Cases

Enterprise Knowledge Q&A

New employee wants to learn about company policies? Have Expert search the internal knowledge base and answer in natural language.

Cross-Platform Knowledge Integration

Team has documents on both Feishu and Yuque? Expert searches multiple platforms simultaneously and provides a consolidated answer.

Knowledge Capture

After finishing a discussion, have Expert write the conclusions directly to Feishu or Yuque — avoid letting information get lost in chat history.

Document Generation

Generate summary reports, comparative analyses, or FAQ compilations based on existing content in your knowledge bases.

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Obtaining Platform Credentials

  1. Visit the Feishu Open Platform and create a custom app
  2. Request document-related API permissions
  3. Obtain the App ID and App Secret, then enter them in the Profy connector
  1. Visit the DingTalk Open Platform and create an internal enterprise app
  2. Authorize knowledge base-related API permissions
  3. Obtain the App Key and App Secret, then enter them in the Profy connector
  1. Create API credentials in the IMA platform’s developer settings
  2. Obtain the Client ID and API Key, then enter them in the Profy connector
  1. Log in to Yuque and go to Personal Settings → Token Management
  2. Create a Personal Access Token, then enter it in the Profy connector
  • Use credentials with appropriately scoped permissions — avoid using full-access administrator credentials
  • If credentials expire or are revoked on the platform side, you’ll need to update them in Settings
  • API calls to each platform are subject to the platform’s own rate limits

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Billing

Knowledge Connectors themselves are free. Credit consumption when using knowledge base content in conversations comes from model token usage — the content Expert reads and analyzes from documents counts toward conversation tokens. Actual consumption is displayed in real time within the product.