Knowledge Base Overview

What Is the 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 when answering questions.

How the knowledge base works:

Knowledge Base Operation Diagram

Think of the knowledge base as an open-book exam. The AI assistant finds the most relevant content from the knowledge base to use 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 the content is irrelevant, current retrieval technology may still find unrelated information to use as answer context, leading to inaccurate responses.

What Can the Knowledge Base Do?

With the following knowledge base features, you can:

📋 Tag-Based Document Management

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

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

🔐 Selective Document Permissions

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

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

❓ Create FAQ

You can organize frequently asked questions into a standard Q&A set to ensure response consistency and completeness

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

📊 Document Metadata Input

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: Enter "tent setup steps" → Check whether the AI finds the correct setup guide segment

How to Upload to the Knowledge Base?

1. Go to the left sidebar "AI Features" → "Knowledge Base"

2. Click the knowledge base you want to upload to (if you haven't created one yet, please refer to How to Create a Knowledge Base: Basic Settings)

3. Click the "Upload File" blue button in the upper right corner of the knowledge base page 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 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" column.

Currently supported file types for the knowledge base:

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

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

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

• Web files: .html, .htm

• Data formats: .json, .jsonl

• Audio files: .wav, .mp3, .m4a, .aac

• Video files: .mp4

View Data

Data Chunk Description

When data is uploaded to the knowledge base, it is divided into chunks. This provides the following benefits:

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

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

• Enhanced content relevance: Each chunk focuses on a single topic, improving specificity

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

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

Edit and View Chunk Content

You can view the segmented content of your documents:

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

2. View the segmented content by clicking on the chunk you want to view

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

Edit Source Document

1. On the edit page, click "View Document"

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

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

Data Management Reminder

• It is recommended to back up important content before editing

• After editing the source document, the system will re-segment the data into chunks