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Knowledge bases are intelligent content repositories that store, organize, and process information to enable your AI Agents to provide accurate, contextual responses. They serve as the foundation for building smart assistants that can answer questions, provide support, and deliver domain-specific expertise based on your existing content. The Knowledge page is divided into two primary sections:
  • My Knowledge: Manage your existing knowledge bases.
  • Add Knowledge: Create new knowledge bases from various data sources.

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My Knowledge Bases

View and manage all your created knowledge bases in one place. Each Knowledge Base card provides essential information and quick access to management actions.
My Knowledge Bases dashboard showing Knowledge Base cards with management options

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Knowledge Base cards

Each Knowledge Base card displays:
  • Knowledge base name and description
  • Training status - Current processing and indexing status
  • Data sources - Number of data sources this KB is trained on
  • Quick actions menu - Access to management functions
  • Date added - When the Knowledge Base was created

Configure Knowledge Base

Click the Configure Button to open a modal for customizing your Knowledge Base settings. You can edit the Knowledge Base name and description, and modify basic configuration options.

Open Knowledge Base

Use the Open option in the Quick Actions Menu to view detailed knowledge base information, data resources, and training status.

Edit Knowledge Base

Select Edit from the Quick Actions Menu to modify the Knowledge Base name and description.

Duplicate Knowledge Base

Choose Duplicate to create a copy of the Knowledge Base with the same name and description, but without any data resources.

Delete Knowledge Base

Use the Delete option to remove the Knowledge Base and all associated data.
Quick Access: Use the quick actions menu for efficient Knowledge Base management without navigating to separate pages.
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