Overview
The Knowledge Base (KB) is a dynamic and customizable repository designed to store various types of information for easy access during conversations. It functions as a context engine for the AI agent, enabling it to retrieve relevant data, whether it’s textual information or files (e.g., CSV, TXT, DOCS). The KB helps the AI agent provide accurate, relevant, and personalized responses, ensuring that information is always at hand when needed. The KB is located on the side bar at an account level.
knowledge base tab

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Features:

  1. File Uploads
  • You can upload the following file formats to the Knowledge Base:
  • .csv
  • .txt
  • .docx
  • .pdf (depending on configuration)
  • .xlsx These files are processed and stored, making them available for context-based responses.
  1. Textual Information Input
  • You can directly input or copy-paste textual information into the Knowledge Base. This is especially useful for including short or quick facts and data points.
  1. Link Integration for Scraping
  • If you want the AI agent to access external data, you can input URLs of websites. The system will scrape relevant content from these pages to build the knowledge context. We don’t pull the data from the page real-time, we just scrape it one-time on adding it to the knowledge base.
  1. Contextual Information Storage
  • The AI uses the uploaded information as context throughout conversations. Whether you’re discussing specific topics, troubleshooting issues, or needing references, the Knowledge Base can provide the necessary data.

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How to Use the Knowledge Base:

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1. Uploading Files

  • To upload a file, simply drag and drop the file into the designated section of the system or use the upload button to select the file from your local system.
  • Supported file types: .csv, .txt, .docx, .pdf, .xlsx.
  • To add an external resource, provide a valid URL. The system will scrape data such as text, tables, or any structured content from the linked page.
  • Example:
    https://www.example.com/knowledge-base-data

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3. Inputting Text

  • You can also add information directly by typing it into the text field or copy-pasting content.
  • This method is particularly useful for smaller data entries that don’t require full files.
knowledge bases in scenarios

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Managing the Knowledge Base

  1. Accessing Stored Information
  • At any time during a conversation, you can ask the AI to reference any knowledge from the KB. The AI will pull context based on the current discussion.
  1. Updating Information
  • You can update the information in the KB by uploading new files or editing the existing data directly.
  • New links or updated URLs can also be added to keep the information current.
  1. Deleting Information
  • If outdated or incorrect information needs to be removed, you can delete specific entries or files from the Knowledge Base.