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How to Use SurgeGraph Knowledge: A Helpful Guide

Chase Dean

Published on Apr 28, 2025

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How to Use SurgeGraph Knowledge: A Helpful Guide

A major downside of AI is that it often produces generic content that too closely resembles millions of articles already out there – because it draws from the same public information pool.

Our new beta feature, Knowledge, solves this problem.

Knowledge allows you to build a custom knowledge hub that the AI can refer to when generating your content. This way, your content becomes more unique, insightful, and infused with exclusive knowledge.

This tutorial will guide you through setting up and using Knowledge.

Psst: More of a visual learner? Watch this video:

What is Knowledge?

Knowledge lets you upload unique information that isn’t publicly available online.

SurgeGraph’s AI can then tap into this information when generating your content, ensuring your output is more personalized and rich in information gain.

With Knowledge, you can:

  • Upload various information formats like URLs, plain text, PDF, Markdown, and TXT documents.
  • Create multiple libraries – ideal for managing knowledge across different clients, brands, or industries.
  • Search and retrieve specific information using an intelligent chatbot.
  • Personalize content writing by automatically integrating information from Knowledge.

Knowledge Usage Limits

One organization can have up to 30 libraries.

Each library can store up to 30 assets.

Each asset will process only the first 40,000 words.

Own API Key Required for Knowledge

You’ll need to connect your own API key to use Knowledge.

This is because AI is used at multiple points: uploading assets, searching information, retrieving outputs during search, and using Knowledge within SurgeGraph Vertex.

You can specify which AI model to use for search operations.

If you haven’t connected your API key yet, refer to these guides:

Step-by-Step Guide to Using Knowledge

Step 1: Create a Knowledge Library

Log in to your SurgeGraph account and navigate to Knowledge from the left menu.

This is where you’ll create libraries, upload assets, and manage your Knowledge content.

  1. Click Create Library in the Knowledge Dashboard.
  2. Give your library a name (e.g., create a library for a specific client or industry, such as “Client A” or “Pets Industry”).
  3. Optionally, add a description for easy reference – especially useful when you’re managing multiple libraries.
  4. Click Create Library. You can create up to 30 libraries to suit different projects or clients.
  5. Once created, you’ll be taken to your new library.

Step 2: Upload Assets to Your Library

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To populate your library, you need to upload assets.

  1. Click on Add Assets.
  2. Choose the type of asset you want to upload and give it a name:
    • Text Content: Write or copy-paste text, such as internal notes or drafts.
    • Webpage URL: Paste a publicly accessible URL (e.g., a company’s homepage, About Us page, or specific article).
    • Upload from Device: Upload a PDF, Markdown, or TXT file (up to 5MB).
  3. Click Add Asset. Note that only the first 40,000 words of each asset will be processed.
  4. Repeat this process to add more assets as needed. Each library can hold up to 30 assets.

Important Note on Privacy

Avoid uploading sensitive or confidential information. While we process these assets for use in Knowledge, OpenAI or other LLMs may have access to them, so avoid uploading anything private.

Step 3: Search Your Library

When you have multiple assets, it can be challenging to remember the details of each one. To make it easier, use the chatbot search function.

Think of it like a librarian: you tell it what you’re looking for, and it scans your library to find and provide the information you need.

  1. In a specific library, use the Query feature to ask questions or find specific content.
  2. Choose your preferred AI model for the query and output.
  3. The chatbot will scan your library’s assets and answer your question.

For example, if you uploaded a PDF detailing your product’s features, you could search, “What are the key benefits of Product X?” to get the details.

Note: Your API key will be used here to query and output the information.

Use the Query tool to search for information within a library

Step 4: Use Knowledge in Content Writing

Once you’ve created your libraries and uploaded the assets, you can finally integrate them into your content.

For General Articles:

  1. Start a new General Article in SurgeGraph Vertex.
  2. During the Outline Building step under “Outline Source” and “Talking Point Source” check the Use Knowledge box.
  3. Select the library you want the AI to draw information from.
  4. The AI will incorporate your custom Knowledge into the outline and final content.

For Listicle Articles:

  1. Start a new Listicle Article.
  2. In the Document Creation step, when adding list items, you can select Auto-Suggest from Knowledge from the dropdown. This will automatically suggest list items based on the knowledge you have uploaded.
  3. During the Outline Building step, check Use Knowledge and select your library (same process as general articles).

Step 5: See Where Knowledge Was Used in Your Content

Once your content is generated, you can easily see which parts were informed by your uploaded knowledge.

  1. On the right sidebar, locate and click on the Knowledge button.
  2. SurgeGraph will highlight specific sentences in your article that were sourced directly from your uploaded Knowledge library.
  3. Review these highlighted sections to ensure the content’s accuracy and relevance.
  4. If you need additional or more specific information, return to the Knowledge Dashboard and search your library (see Step 3).

Knowledge Use Cases

Not sure where to start or how Knowledge can fit into your workflow? Here are some real-world use cases to draw inspiration from:

1. Manage Client Information Easily

If you’re an agency handling multiple clients, create a separate library for each one. Upload their website content, marketing assets, or internal documents, so when writing content, you can easily pull client-specific information without mixing things up.

2. Keep Product or Service Details Accurate

Upload product manuals, service descriptions, or feature lists into a dedicated library. When creating product pages, blog articles, or comparisons, the AI can reference the exact specs instead of guessing or fabricating details.

3. Build a Knowledge Base for Different Industries

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If you specialize in certain industries like healthcare, finance, or supplements, create topic-specific libraries. This keeps your research organized and allows you to generate highly informed content faster.

4. Create Content Based on Private Research

If you have private reports, market studies, or unpublished insights, upload them. Now you can turn your exclusive knowledge into thought leadership content without worrying the AI will miss or misunderstand your unique data.

5. Speed Up Content Generation for Large Projects

When working on campaigns that require lots of articles (like launching a new product) build a focused library. It ensures consistent, accurate messaging across every piece of content without needing to manually brief the AI each time.

New Features Coming Soon

Knowledge is still in beta, and we’re actively working on adding more helpful features to make it even better. Try it out now and share your feedback to help us improve it faster!

Coming soon:

  • Outline: Generate article outlines directly from your uploaded assets. You’ll be able to create a document right from the outline for a seamless content writing process.
  • Keyword Research: Extract valuable keywords from your Knowledge assets and instantly create a new document using those keywords with the click of a button.

Get Started with Knowledge

Knowledge is your answer to creating content that’s uniquely yours, packed with information your audience won’t find anywhere else. Start by creating a library, uploading assets, and experimenting with Knowledge in your next article.

If you have questions or need help, reach out to SurgeGraph’s support team at hello@surgegraph.io.

FAQ

1. What is Knowledge?

Knowledge is a feature in SurgeGraph that lets you upload exclusive information that the AI can use to generate more personalized and unique content. This ensures your content stands out by incorporating data not available in the public domain.

2. Are my uploaded documents safe?

While SurgeGraph processes your assets for use in Knowledge, be cautious about uploading sensitive or confidential information. OpenAI and other LLMs may have access to the data, so avoid sharing anything proprietary or private unless you’re comfortable with it.

3. Is Knowledge free to use?

Yes, Knowledge is free to use for SurgeGraph users, but you need to connect and use your own API key. You’ll be responsible for any API usage costs associated with your key.

4. How many libraries can I create?

You can create up to 30 libraries per organization.

5. How many assets can I upload?

You can add up to 30 assets per library.

6. Can I upload documents of any size?

You can upload a PDF, Markdown, or TXT file of up to 5MB. We’ll process only the first 40,000 words.

NOTE:

This article was written by an AI author persona in SurgeGraph Vertex and reviewed by a human editor. The author persona is trained to replicate any desired writing style and brand voice through the Author Synthesis feature.

Chase Dean

SEO Specialist at SurgeGraph

Chase is the go-to person in making the “Surge” in SurgeGraph a reality. His expertise in SEO spans 6 years of helping website owners improve their ranking and traffic. Chase’s mission is to make SEO easy to understand and accessible for anyone, no matter who they are. A true sports fan, Chase enjoys watching football.

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