Knowledge Base Overview
The Knowledge Base is a centralized workspace within your CRM where you can create, organize, and manage content sources for AI-powered tools. This refreshed interface offers a clearer, more structured way to handle your knowledge resources, making it easier to see what content is available and how it is organized.
You can access the Knowledge Base by navigating to AI Agents and selecting Knowledge Base from the menu.
Key Benefits of the Updated Interface
The redesigned Knowledge Base provides several advantages for content management:
- Improved visibility: Quickly see all available content and its sources.
- Faster navigation: Use dedicated tabs to manage different source types without leaving the page.
- Centralized management: Create, review, and update Knowledge Bases from a single location.
- Consistent experience: Enjoy a uniform layout and functionality across all supported CRM products.
- Simplified maintenance: Easily add new sources or update existing ones with intuitive controls.
What’s New in the Knowledge Base
The updated interface introduces several enhancements to improve usability:
Summary View
Each Knowledge Base now opens to a Summary view, offering a high-level overview of connected sources and overall structure. This helps you quickly assess the current state of your knowledge resources.
Tabbed Data Sources
All data sources are organized into individual tabs based on their type. This allows you to manage and review specific content categories—such as web pages, FAQs, or uploaded files—without navigating to different pages. New source types will appear as additional tabs as they become available.
Unified Component
The Knowledge Base now uses a shared, consistent component across multiple products in the CRM, ensuring a seamless experience wherever it is accessed.
Supported Source Types
When you open a Knowledge Base, you will see tabs for different source types, which may include:
- Web Crawler
- FAQ
- Web Search
- Tables
- Rich Text
- File Upload
Each tab displays the number of connected items and provides options to add or manage sources.
Intended Users
The refreshed Knowledge Base interface is designed for:
- Admins who manage Knowledge Bases and data sources.
- Editors who curate and maintain knowledge content.
- Viewer-only users can access content where permitted but do not see management controls.
What Has Not Changed
This update does not alter:
- How content is written or edited.
- User permissions or access levels.
- Indexing logic or AI behavior.
- Existing Knowledge Bases or sources.
Availability
The updated Knowledge Base interface is being rolled out gradually. If you do not yet see the Summary view or tabbed sources, they will appear automatically once the update reaches your account. No action is required on your part.
Frequently Asked Questions
What is the Summary view?
The Summary view provides a high-level snapshot of a Knowledge Base, showing connected sources and overall structure.
Does the Summary view replace individual source tabs?
No. The Summary view offers a broad overview, while each source tab contains detailed management options for that specific type.
Can I add multiple sources of the same type?
Yes. You can add multiple sources under the same tab where supported.
Why can’t I see management controls?
Your user permissions may restrict source management. Viewer-only users can access content but do not see controls for editing or adding sources.
Will the updated interface affect my existing Knowledge Bases?
No. Existing Knowledge Bases and sources remain unchanged. The update only improves navigation and visibility.
Does this change how AI retrieves content?
No. Indexing logic and AI behavior remain the same.
Why haven’t I seen the new interface yet?
The update is rolling out progressively and will appear automatically when it reaches your account.
How can I test if my Knowledge Base content is retrievable?
Use the Knowledge Base Retrieval Tester to ask sample questions and review which sources are returned.
Does creating a Knowledge Base automatically connect it to an AI agent?
No. You must manually connect the Knowledge Base to the relevant AI tool or agent before it can support AI responses.
Which source type should I use?
Use Web Crawler for website content, FAQ for question-and-answer pairs, Tables for structured data, Rich Text for manually written content, and File Upload for documents.