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. The AI assistant will find the most relevant content from the Knowledge Base to use as the basis for its answers.

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

What Can a Knowledge Base Do?

With the following features of the Knowledge Base, you can:

📋 Tag Management for Documents

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

• Example: Add tags like #tent #beginner #setup-guide to the "Tent Manual"

🔐 Selective Document Access Permissions

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, while cost data is only available in internal conversations

❓ Create FAQs

You can organize common questions into a standard Q&A set to ensure consistency and completeness of responses

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

📊 Pass Document Metadata

You can add detailed information such as version, update date, and applicable scope to documents for easier 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 questions to verify whether the AI finds the correct data fragments

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

How to Upload to the Knowledge Base?

1. Navigate to "AI Features" in the left sidebar, then "AI Assistant", select which AI assistant you want 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 upper right corner, and upload the data you want the AI assistant to know.

• Different plans provide different Knowledge Base storage capacities

• If your files are large or you have a lot of data, the system may need some time to process after uploading.

You can check the processing progress in the "Processing Status" field.

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

View Data

Data Fragment Description

When data is uploaded to the Knowledge Base, it is divided into fragments. This approach has the following benefits:

• Improved retrieval accuracy: Smaller fragments more precisely match queries, avoiding irrelevant content interference

• Optimized response speed: Faster processing with reduced computational resource consumption

• Enhanced content relevance: Each fragment focuses on a single topic, improving targeting

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

• Compliant with AI model limitations: Avoids exceeding input length limits, ensuring information integrity

Edit and View Fragment Content

You can view the segmented content of your documents:

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

2. To view segmented content, click on the fragment you want to view

The screen will display the complete content of this fragment 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 Markdown format of the document

You can edit your original document in the text box. All file formats can be edited using this method. After completion, click "Save" to preserve your edits.

Data Management Reminder

• It is recommended to back up important content before editing

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