Knowledge Base Overview

What is a Knowledge Base?

After creating an AI assistant, the next step is to set up the Knowledge Base, which serves as the data source for the AI assistant's responses.

How the Knowledge Base works:

Knowledge Base Operation Diagram

You can think of the Knowledge Base as an open book exam, where the AI assistant finds the most relevant content from the Knowledge Base to use as a basis for answers.

Although the Knowledge Base can store large amounts of data, it is recommended to upload content highly relevant to the assistant's tasks. If irrelevant content is included, based on current retrieval technology, it may still find irrelevant information as response context, leading to inaccurate answers.

What can the Knowledge Base do?

Through the following Knowledge Base features, you can:

📋 Tag Management for Documents

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

• Example: Add tags #tent #beginner #setup_guide to "Tent Manual"

🔐 Selective Document Access Control

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

• Example: Product price lists are only available in VIP member conversations, cost data only in internal conversations

❓ Create FAQs

You can organize common questions into standardized Q&A sets to ensure consistency and completeness of responses

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

📊 Input Document Metadata

You can add detailed information such as version, update date, and applicable scope to documents for future maintenance

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

🔍 Search Testing

You can test retrieval results for different questions to verify if AI finds the correct data segments

• Example: Input "tent setup steps" → Check if AI finds the correct setup guide segments

How to Upload to the Knowledge Base?

1. Go to "AI Features" in the left sidebar, select "AI Assistant", choose which AI assistant to create a Knowledge Base for, and click the "Actions" icon on the right.

1. Navigate to "AI Features > AI Assistant > Knowledge Base" in the left sidebar, click the blue "Upload File" button in the top right to upload the data you want your AI assistant to know

• Different plans provide different Knowledge Base storage capacities

• If your files are large or contain a lot of data, the system may need some time to process after upload

You can view the processing progress in the "Processing Status" column.

Currently supported file types in the Knowledge Base:

• Spreadsheet documents: .xls, .xlsx, .csv, .ods

• Word processing documents: .doc, .docx, .odt, .pdf, .md, .txt

• Presentation documents: .ppt, .pptx, .odp

• Web documents: .html, .htm

• Data formats: .json, .jsonl

• Audio files: .wav, .mp3\

Viewing Data

Data Segment Explanation

When data is uploaded to the Knowledge Base, it is divided into segments, which offers these benefits:

• Improved Retrieval Accuracy: Small segments match queries more precisely, avoiding interference from irrelevant content

• Optimized Response Speed: Faster processing, reduced computational resource consumption

• Enhanced Content Relevance: Each segment focuses on a single topic, increasing specificity

• Easy Maintenance: Simple to update, track, and quality control

• Complies with AI Model Limits: Avoids exceeding input length while ensuring information integrity

Edit and View Segment Content

You can view your document's segmented content:

1. Enter the Knowledge Base document page and click "Edit"

1. View segment content by clicking on the desired segment

The screen will display the complete content of this segment in Markdown format.

Edit Original Document

1. Click "View Document" on the edit page

1. Enter the edit page, where the text box will display the document in Markdown format

You can edit your original document in the text box; this method works for all file formats. Click "Save" to preserve your edits.

Data Management Reminders

• It's recommended to backup important content before editing

• After editing the original document, the system will re-segment the content