Rekall-IQ Help Center

Admin Guide

For workspace admins. Set up your knowledge base, invite your team, and keep answers accurate over time.

Get going

Quick start in 4 steps

  1. 1

    Upload your approved documents

    Add the policies, handbooks, and guides your team should be able to ask about.
  2. 2

    Organise them into collections

    Group documents by department so questions can be scoped precisely.
  3. 3

    Invite your team

    Add members as Viewers (ask questions) or Workspace Admins (full control).
  4. 4

    Review gaps weekly

    Check Unanswered Questions and close gaps by adding or updating documents.

Knowledge base

Uploading documents

Go to Upload Documentsand add files. Each one is processed in the background — parsed, chunked, and indexed — so you can keep working while it's prepared.

Upload to collectionHR ▾

Drag & drop files, or click to browse

PDF, DOCX, XLSX, PPTX, CSV, TXT — up to 20MB each

Q1-Finance-Report.xlsxReady
Pick a collection, drop your files, and watch each one move to “Ready”.
FormatBest for
PDFReports, manuals, scanned policies
DOCXWord documents, handbooks
XLSXSpreadsheets, finance & data tables
PPTXSlide decks, training material
CSVExports, structured data
TXTPlain-text notes

Processing status

A document moves from processingready (or failed, with a reason). Advanced parsing kicks in automatically for complex files like scanned PDFs and dense tables, falling back to local parsing if needed.

Only upload what you’re allowed to share

Everything you upload becomes answerable by every member of the workspace. Remove or replace anything outdated.

Organise

Collections

Collections group related documents (e.g. HR, Finance, Legal, Operations). Assign a document during upload or later from the Documents list. Members can then scope their questions to a single collection.

Use collections from day one

It costs nothing early and makes scoping, maintenance, and clean-up far easier as your knowledge base grows.

Automatic

Document intelligence

When a document finishes processing, Rekall-IQ automatically generates a short summary, a set of keywords, and a category (Manual, Policy, Procedure, Contract, Financial Report, Spreadsheet, Presentation, Technical Guide, Knowledge Base, or Other) — so documents are findable by meaning, not just filename. Preview any file in place to confirm it parsed correctly.

People

Users and invitations

From Users, invite teammates by email and assign a role:

Viewer

Ask questions, read answers and sources. Cannot upload or manage documents.

Workspace Admin

Full control of documents, users, settings, and analytics for the workspace.

Invitations are time-limited

The invitee sets their own password when they accept. You can change roles or remove members at any time.

Measure

Analytics

Analytics shows how your workspace is using Rekall-IQ — question volume, activity over time, answer coverage, and engagement. Use it to see whether the knowledge base is being adopted and which areas attract the most questions, so you know where to invest.

Close the gaps

Unanswered questions (knowledge gaps)

A knowledge gap is a question your team asked that Rekall-IQ couldn'tanswer from your documents — or that a user marked “not helpful”. Instead of vanishing, each one is recorded here with a count of how many times it's been asked.

12How do I reset my VPN token?open
7What is the 2026 travel per-diem?open
4Where is the incident-response runbook?open
Gaps are ranked by how often they're asked — tackle the top ones first.

Why it matters: a gap is a precise, demand-driven signal of what your documentation is missing. It turns “we should improve the wiki someday” into a ranked to-do list based on what people actually need right now.

How to use it

  1. 1

    Review the list regularly

    Sorted by frequency, so the most-asked gaps sit at the top.
  2. 2

    Find the cause

    Usually a document is missing, out of date, or worded unclearly.
  3. 3

    Upload or update the document

    Add the missing source — or fix the existing one — so the answer now exists.
  4. 4

    Mark it resolved & re-ask

    Close the gap, then ask the question again to confirm it answers with sources.

This is your content roadmap

Over a few weeks the gap list tells you exactly which policies and procedures to write next — driven by real staff demand, not guesswork.

Protect quality

Evaluations

Evaluationslet you lock in answer quality so it doesn't quietly regress when documents change. You create a set of golden questions — ones you know the right answer to — and tell Rekall-IQ what a good answer should contain (expected keywords and/or which document it should come from). Running the set checks that retrieval still surfaces the right material.

HR policy checks

8 golden questions

7 / 8 passed
“How many days of PTO do I get?” → expected keywords 25 days, carryoverfound in Employee-Handbook.pdf ✓
An evaluation set runs your golden questions and reports how many passed.

Why it matters: every upload, deletion, or re-index can shift what the AI retrieves. Evaluations are a repeatable “did we break anything?” check — like automated tests for your knowledge base.

How to use it

  1. 1

    Create an evaluation set

    Group related golden questions, e.g. “HR policy checks”.
  2. 2

    Add golden questions

    For each, list the keywords you expect in a correct answer and/or the source document it should cite.
  3. 3

    Run the set

    Rekall-IQ asks each question and scores whether the expected material was retrieved.
  4. 4

    Re-run after big changes

    After major uploads or clean-ups, run it again to catch regressions before your team does.

Deterministic by design

Evaluations check retrieval against your stated expectations — they don't subjectively “grade” the AI — so results stay consistent and comparable from one run to the next.

Habit

A simple weekly rhythm

15 minutes a week keeps answers sharp

Review Unanswered questions and close the top gaps, then run your Evaluationsets after any major document change. That loop is what makes Rekall-IQ measurably better over time.

Configuration

Usage limits & company settings

Your plan may include limits on monthly questions, daily uploads, storage, and AI usage (configured by the platform operator). If your workspace hits a limit, affected actions pause with a clear message — contact the operator to raise it.

Under Company Settingsyou can update your organisation name, the assistant's display name, and company context — keeping this accurate helps the assistant introduce itself and frame answers correctly.

Help

Frequently asked questions

Why did a document fail to process?

Usually an unsupported or corrupted file, or a scanned document with no extractable text. The Documents list shows the reason — try re-exporting or re-saving the file and uploading again.

A member can’t see the Upload or Users screens.

They’re a Viewer. Change their role to Workspace Admin from the Users screen if they need to manage the knowledge base.

How do I improve a bad answer?

Check Unanswered Questions and not-helpful feedback. Most fixes are a document change — add the missing source, replace an outdated one, or clarify the wording — then re-run an Evaluation set.

Can the platform operator read our documents?

The platform console shows operational metadata (counts, status) — not your document contents or members’ private chats.

Set your team up well

Point new members to the User Guide so they ask effective questions from day one.