How to build an AI assistant on your company documents with Duaer (no code)

What do you need before you start?

The Duaer knowledge base is the AI assistant. There is no vector store to set up, no prompt to write, and no model to wire in. You need three things:

• Where your documents live: Feishu, WeCom WeDrive, Google Drive, or Microsoft 365 (OneDrive and SharePoint). One is enough; several work too.
• A read-only credential for that system, created in Duaer by an owner or admin of your organization.
• A first set of content, such as the spaces or folders that hold policies, the employee handbook, product material, and SOPs.

How do you set it up in Duaer?

1. As an owner or admin, open Knowledge base in Duaer and go to Data sources. Members do not see this tab.
2. On the source card, choose a credential, or click New credential.
3. Click Connect. When you see “Connected. Indexing has started.”, Duaer is reading your documents.
4. For Feishu, use Choose what to index to pick only the wiki spaces and drive folders you want.
5. Once indexing is done, ask something in Knowledge base, such as “What is the hotel limit for business trips?”, and check the answer and the sources under it.
6. Invite your colleagues. Members ask in Knowledge base. Employees ask under Knowledge base in the Duaer employee portal. People can also message Duaer in Feishu, mention it in a Feishu group, or chat with it one-to-one in WeCom.

When a document changes, does the answer change?

Yes. Duaer re-reads changed documents every 10 minutes and re-reads who may open each file every hour. Feishu also offers live updates, which index a file again as soon as it changes. If you can’t wait, click Index now on the source card.

Which files can it read?

• PDF, Word, Excel, PowerPoint, plain text, Markdown, and CSV.
• Google Docs, Slides, and Sheets; Feishu docs and Base records.
• Files over 20 MB or in other formats are indexed by title only, so the name is searchable but the content is not.

How is this different from building RAG on the canvas?

If you want full control over retrieval, the model, and the answer format, build it on the canvas: see Build a Duaer chatbot that answers from Google Drive docs. Most companies just want people to get answers, and the knowledge base is less work because permissions, citations, and updates are already handled.