Knowledge Base Overview

What is a Knowledge Base?

After creating an AI assistant, the next step is to configure the knowledge base, which serves as the data source for the AI assistant to answer questions.

How the knowledge base works:

Knowledge Base Operation Diagram

You can think of the knowledge base as an open-book exam. The AI assistant searches the knowledge base for content most relevant to the question and uses it as the basis for its response.

While the knowledge base can store large amounts of data, it's recommended to upload content highly relevant to the assistant's tasks. If irrelevant content is included, current retrieval technology may still retrieve unrelated information as context, leading to inaccurate responses.

What Can the Knowledge Base Do?

With the following features of the knowledge base, you can:

📋 Manage Documents with Tags

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

• Example: Add #tent #beginner #setup-guide tags 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 accessible in VIP member conversations, cost data is only accessible in internal conversations

❓ Create FAQs

You can organize common questions into standard Q&A sets to ensure consistent and comprehensive responses

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

📊 Include 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 Tents"

🔍 Search Testing

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

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

How to Upload to the Knowledge Base?

1. Navigate to "AI Features" in the left sidebar menu, 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 menu, click the blue "Upload File" button in the upper right corner to upload the data you want the AI assistant to know.

• Different plans provide different knowledge base storage capacities

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

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

Currently supported file types for 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 Segment Explanation

When data is uploaded to the knowledge base, it is divided into segments. This approach offers the following benefits:

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

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

• Enhanced content relevance: Each segment focuses on a single topic, increasing specificity

• Easier maintenance and management: Simplifies updates, tracking, and quality control

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

Edit and View Segment Content

You can view the segmented content of your documents:

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

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

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 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 completing your edits, click "Save" to preserve your changes.

Data Management Reminder

• It's recommended to back up important content before editing

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