Agents can work from your organisation's own material — methodologies, product sheets, policies, past proposals — instead of general knowledge alone. You upload documents once, then switch grounding on for the teams that should use them; on every run, the most relevant excerpts are retrieved and handed to the agents.
Step 1: Add documents
Go to Settings → Data → Knowledge Base and find the Documents section. Click Add document, give it a clear name — for example Delivery methodology 2026, and attach the file — a PDF, Word document, spreadsheet or plain text. Forge extracts the text and splits it into passages so the relevant part can be retrieved later. You need to be in an organisation: documents are shared with everyone in it.
Step 2: Turn on grounding for a team
When you create a team, tick Ground in your organisation's knowledge base. Grounding is opt-in per team, so a team that should reason from first principles stays unaffected.
Step 3: Run as normal
Brief the team as you always would. Before the agents start, Forge searches your corpus for passages relevant to that brief and adds them to the context every agent receives — so the output reflects how your organisation actually works, in your terminology and with your numbers.
Documents vs. learned facts
The same page also shows Learned facts — short statements Forge extracts automatically from your completed runs and injects into every run. Documents are different: longer material you upload deliberately, retrieved per brief, and read only by teams with grounding switched on.
You don't have to match its wording
Retrieval works on meaning as well as words. If your handbook calls something a capability statement and your brief asks for “what we tell clients we're good at”, that passage is still found. Exact terms — product names, figures, clause numbers — keep matching precisely, so you lose nothing by writing naturally.