How do I reindex the knowledge base?

Refresh what the assistant can find in your pages and CRM.

You will have an up-to-date index.

Before you start

You need the Use permission. It costs AI usage (about five requests of quota per press) and can take a while with no progress shown.

Open AI Copilot.
Press Reindex CMS or Reindex CRM and wait for the button to return to idle.
Check the counters.

The counters update. "Last indexed" shows the time.

Only published pages and non-deleted contacts, leads and activities are indexed.
Indexed documents that no longer exist are removed.
A failure shows nothing; check the status bar for a red reason.
Activities of deleted contacts may linger.

Last updated: October 18, 2026