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Knowledge Base setup

1 min read

AI Doc Summarizer Doc Summary

It is the main source for help, support, and documentation shown inside the chatbot.

Unlike Documents, Knowledge Base articles are user-facing and chatbot-readable.


What the Knowledge Base is for #

Use the Knowledge Base to:

  • Answer common questions
  • Provide help and documentation
  • Explain features or services
  • Guide users step by step
  • Keep chatbot answers accurate and controlled

Only content added here is used by the chatbot as trusted help content.


Creating a Knowledge Base article #

Go to Smart Bots → Knowledge Base and click Create Article.

You’ll see the article editor with the following fields.


Title #

The main headline of the article.

  • Keep it clear and specific
  • Example: “How to reset your password”

The title helps the chatbot understand what the article is about.


Excerpt #

A short summary of the article.

  • Used as a preview and context
  • Helps the chatbot decide when to use this article
  • 1–2 sentences is enough

Example:

Learn how to reset your password in just a few steps.


Content #

The full article content.

  • Written using Markdown
  • Can include:
    • Headings
    • Lists
    • Links
    • Step-by-step instructions
  • Clear structure improves chatbot answers

This is the main source the chatbot will reference when responding.


Chatbots #

Select which chatbots can use this article.

Options:

  • Select All → available to all chatbots
  • Or select specific chatbots only

This gives you control over which chatbot answers what.


Feature on / off #

Toggle whether the article is:

  • On → active and usable by chatbots
  • Off → saved but not used in conversations

This is useful for drafts or temporary content.


Save #

Click Save to publish the article.

Once saved and enabled, the content is immediately available to the selected chatbots.


Best practices for Knowledge Base articles #

  • Write for users, not for AI
  • One topic per article
  • Use clear headings
  • Avoid mixing unrelated information
  • Keep instructions precise and factual
  • Update articles instead of creating duplicates

Well-structured articles lead to better, more accurate chatbot answers.


How the chatbot uses the Knowledge Base #

When a user asks a question:

  1. The chatbot searches relevant Knowledge Base articles
  2. It extracts the most relevant sections
  3. It responds using that content

If no relevant article exists, the chatbot will not invent answers.


Summary #

  • Knowledge Base = public help content for chatbots
  • Articles are written in Markdown
  • Each article can be enabled or disabled
  • Articles can be assigned to specific chatbots
  • This controls accuracy, safety, and relevance

A well-built Knowledge Base turns your external chatbot into a reliable, always-on help center.

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