The AI Knowledge Base

The AI Knowledge Base is a critical tool for managing content that shapes the underlying context used by the AI Sales Agent. This guide will walk you through the steps to effectively use the AI Knowledge Base to provide your AI Sales Agent with the necessary information to answer questions from online prospects.

Step 1: Access the AI Knowledge Base Tool

Login as Admin and navigate to the AI Knowledge Base page. 

Step 2: Add Content to the Knowledge Base

1. Initiate a Scan:

   • On the main screen of the AI Knowledge Base tool, look for the "Add" button.
   • Click on it to initiate the process of adding content.

2. Select Document Type:

   • Choose the type of document you want to add. Options may include web links, docx, pdf, or plain text.

3. Input Data:

   • Depending on the document type you selected, input the necessary data. For web links, enter the URL of the website you want to scan. For documents, upload the relevant file.

4. Save:

   • After providing the required information, save the entry. The tool will now automatically scan your website or document to include its content in the AI Knowledge Base.

Step 3: Monitor Scan Progress

1. Main Knowledge Base Page:

   • Navigate to the main Knowledge Base page to track the progress of the scan.
   • You should see a list of scanned documents or websites, along with their current status.

2. Refresh Scan Status:

   • To get real-time updates on the scan status, use the "Refresh" button, which is located on the main Knowledge Base page.
   • Clicking this button will provide the latest information about the content added to the Knowledge Base.

Step 4: Utilize the Knowledge Base

Once the content has been successfully scanned and added to the Knowledge Base, you can leverage it to enhance the capabilities of your AI Sales Agent. Here's how you can use the Knowledge Base effectively:

• Answering Questions: The AI Sales Agent will use the content in the Knowledge Base to answer questions from online prospects. Ensure that the information is accurate and up-to-date to provide high-quality responses.

• Shaping Answers: You can shape the quality of the answers by including relevant content that covers a wide range of topics related to your products or services.

• Restricting Content: If there are specific pieces of content that should not be used by the AI Sales Agent, you can manage and restrict access to those pieces by creating documents and explain the restrictions.

Step 5: Maintain and Update

Regularly review and update the content in the Knowledge Base to ensure that it remains current and accurate. This will help your AI Sales Agent provide relevant and helpful responses to online prospects.