Knowledge Management
Build and maintain a comprehensive knowledge base that powers your AI agents with accurate, up-to-date information.Knowledge Base Overview
Your agent’s knowledge base is the foundation of its intelligence. It contains all the information your agent needs to provide accurate, helpful responses to users.Adding Knowledge Sources
Document Uploads
Upload various file types to build your knowledge base:Supported Formats
- PDF Documents: Manuals, guides, specifications
- Word Documents: Policies, procedures, documentation
- Text Files: FAQs, scripts, content
- Web Pages: Online articles, blog posts, documentation
Upload Process
- Navigate to Knowledge section
- Click “Add Source”
- Choose “Document Upload”
- Select your files
- Configure processing settings
- Review and confirm
Database Connections
Connect to existing databases and systems:CRM Systems
- Customer information
- Interaction history
- Support tickets
- Account details
Product Catalogs
- Product specifications
- Pricing information
- Availability status
- Inventory levels
Knowledge Management Systems
- Internal wikis
- Documentation platforms
- Training materials
- Best practices
API Integrations
Connect to external data sources:REST APIs
Webhook Connections
- Real-time updates
- Event-driven synchronization
- Automatic content refresh
- Change notifications
Content Organization
Categories and Tags
Organize your knowledge for better retrieval:Category Structure
- Product Information: Specifications, features, pricing
- Support Content: FAQs, troubleshooting, guides
- Company Policies: Rules, procedures, guidelines
- Technical Documentation: APIs, integrations, setup
Tagging System
- Topic Tags: Subject matter classification
- Priority Tags: Importance levels
- Audience Tags: Target user groups
- Status Tags: Content lifecycle stages
Content Hierarchy
Structure information logically:- Main Topics: High-level categories
- Subtopics: Detailed breakdowns
- Specific Details: Granular information
- Related Content: Cross-references and links
Content Quality Management
Accuracy Verification
Ensure your knowledge base contains accurate information:Review Process
- Expert Review: Subject matter expert validation
- User Feedback: Real-world usage validation
- Automated Checks: System-generated accuracy reports
- Regular Updates: Scheduled content reviews
Version Control
- Change Tracking: Monitor content modifications
- Rollback Capability: Revert to previous versions
- Approval Workflows: Multi-step content approval
- Audit Trails: Complete change history
Content Optimization
Search Optimization
- Keyword Analysis: Identify important terms
- Synonym Mapping: Connect related concepts
- Context Enhancement: Improve search relevance
- Performance Metrics: Track search effectiveness
User Experience
- Clarity: Clear, understandable language
- Completeness: Comprehensive coverage of topics
- Consistency: Uniform tone and style
- Accessibility: Easy to find and use
Advanced Features
Dynamic Content
Keep information current with automatic updates:Scheduled Refreshes
- Daily Updates: High-frequency content changes
- Weekly Sync: Regular content synchronization
- Monthly Reviews: Comprehensive content audits
- Event-Driven: Real-time content updates
Content Validation
- Link Checking: Verify external references
- Fact Verification: Validate information accuracy
- Format Validation: Ensure proper content structure
- Completeness Checks: Identify missing information
Machine Learning Integration
Content Learning
- Usage Patterns: Learn from user interactions
- Feedback Integration: Incorporate user corrections
- Automatic Categorization: AI-powered content organization
- Relevance Scoring: Improve content ranking
Continuous Improvement
- Performance Analysis: Track content effectiveness
- Gap Identification: Find missing information
- Optimization Suggestions: AI-recommended improvements
- Trend Analysis: Identify emerging topics
Knowledge Base Analytics
Usage Metrics
Track how your knowledge base performs:Content Performance
- Most Accessed: Popular content pieces
- Search Success: Query resolution rates
- User Satisfaction: Content rating scores
- Time to Resolution: How quickly users find answers
Content Gaps
- Failed Searches: Unresolved queries
- User Feedback: Reported missing information
- Analytics Insights: Data-driven gap identification
- Expert Recommendations: Subject matter expert input
Optimization Insights
Content Recommendations
- Missing Content: Topics to add
- Content Updates: Information to refresh
- Structure Improvements: Better organization
- User Experience: Enhanced accessibility
Performance Optimization
- Search Improvements: Better query matching
- Content Prioritization: Focus on high-impact content
- User Journey: Optimize content flow
- Conversion Tracking: Measure content effectiveness
Best Practices
Content Strategy
- User-Centric: Focus on user needs and questions
- Comprehensive: Cover all relevant topics
- Current: Keep information up-to-date
- Accessible: Easy to find and understand
Maintenance Schedule
- Regular Reviews: Weekly content audits
- Update Cycles: Monthly content refreshes
- User Feedback: Continuous improvement based on input
- Expert Consultation: Regular SME involvement
Quality Assurance
- Accuracy Checks: Verify all information
- Consistency Reviews: Maintain uniform style
- User Testing: Validate with real users
- Performance Monitoring: Track effectiveness metrics
Usage Analytics
Monitor your knowledge base performance
Agent Configuration
Configure how your agent uses knowledge