Knowledge Page: Increasing Your AI Knowledge

The Knowledge page allows you to import, manage, and organize documents to enhance your AI's knowledge base. This guide will walk you through the features and usage of this page.

If you prefer to watch a tutorial video : Rendez-vous at the end of this page ⤵️

Importing Documents

Manual Upload

• Navigate to the "Increase your AI knowledge" section at the top of the page.

• You can import documents in two ways: a. Click "Browse..." to select a file from your computer. b. Drag and drop your documents into the designated area on the right.

• Enter a name for your file in the "File name" field.

• Select the visibility: "Personal" (only you can see it) or "Public" (visible to all company members).

• Choose relevant tags from the available options: Sales, Marketing, Dev, Product, Business, Finance, Accounting, Industry knowledge, Product knowledge, Regulations.

• Click "Upload Document" to complete the import.

Import from Google Drive

If you have connected your Google Drive (see Integrations page):

• Click the "Import From" dropdown.

• Select "Google Drive" from the options.

• Browse and select the file you want to import from your Google Drive.

Document Management

Viewing Your Documents

Scroll down to the "Documents" section and select the "Google Drive" tab to see a table of all your imported files.

Document Information

The table displays the following for each document:

• Name: The filename of the document

• Type: File or Folder

• Path: path of the files/folders

• Size: File size in KB

• Saved by: Name of the person who imported the items

• Date Saved: Date of upload

• Actions: Delete button

Managing Documents

• To change a document's visibility, use the dropdown in the "Status" column.

• To delete a document, click the "Delete" button in the Actions column.

Important Notes

• Knowledge import is currently limited to 10mb per file.

• Ensure you have the necessary permissions to upload and share documents, especially when marking them as "Public".

• Regularly review and update your knowledge base to keep information current.

Tips for Effective Knowledge Management

1. Use descriptive filenames to easily identify documents.

2. Apply relevant tags to improve searchability and organization.

3. Consider the visibility setting carefully – use "Public" for shared resources and "Personal" for individual reference materials.

4. Periodically review and remove outdated documents to maintain an efficient knowledge base.

For any issues or additional support with the Knowledge page, please contact your system administrator or IT support team.