Knowledge overview

What is a knowledge base?

After the AI assistant is created, the next thing to set up isknowledge base, which is the source of information the AI assistant uses to answer questions.

How the knowledge base works:

You can think of the knowledge base like an open-book exam; the AI assistant will find the most relevant content from the knowledge base as the basis for its answers.

Although the knowledge base can hold a large amount of data, it is still recommended to upload content that is highly relevant to the assistant's tasks. If not relevant, given current retrieval technology, irrelevant information may still be retrieved as context for answers, causing inaccuracies.

What can the knowledge base do?

With the following knowledge base features, you can:

📋 Tag and manage documents

You can add multiple tags to each document to create a systematic classification structure

• Example: add to the "Tent Manual" #tent #beginner #setup-guide Tags

🔐 Optionally open document permissions

You can set different document access permissions based on user identity to provide differentiated services

• Example: product price lists are only available in VIP member chats, cost data is only available in internal chats

❓ Create FAQ

You can organize FAQs into standard Q&A sets to ensure consistency and completeness of replies

• Example: "How many years is the tent warranty?" → Standard answer: "We provide a 3-year warranty service"

📊 Metadata for uploaded documents

You can add details like version, update date, applicable scope, etc. to documents to facilitate future maintenance

• Example: document version v2.1, update date 2024/11/28, applicable product "Mountain Series Tent"

🔍 Search testing

You can test retrieval results for different queries to verify whether the AI found the correct data fragments

• Example: enter "tent setup steps" → check whether the AI found the correct setup instruction fragment

How to upload to the knowledge base?

1. Go to the left menu "AI features" in the "AI assistant", choose which AI assistant you want to create a knowledge base for, then click the "Actions" icon.

1. Go to the left menu "AI features > AI assistant > Knowledge base", then click the blue "Upload files" button to upload the information you want the AI assistant to know

You can view processing progress in the "Processing status" field.

View data

Data fragment description

When data is uploaded to the knowledge base, it is split into fragments. Doing so has the following benefits:

• Improve retrieval accuracy: smaller fragments more precisely match queries and avoid interference from unrelated content

• Optimize response speed: faster processing and reduced computing resource consumption

• Enhance content relevance: each fragment focuses on a single topic, increasing specificity

• Easier maintenance and management: easier to update, track, and control quality

• Comply with AI model limitations: avoid exceeding input length and ensure information completeness

Edit and view fragment content

You can view how your documents have been segmented:

1. Go to the document page in the knowledge base and click "Edit"

1. To view fragment content, click the fragment you want to view

The screen will display the complete content of that fragment in Markdown format.

Edit the original document

1. On the edit page click "View document"

1. Enter the edit page; the text box will show the document in Markdown format

You can edit your original document in the text box; all file formats can be edited this way. After finishing, press "Save" to save your edits.