Knowledge Base

Updated by Zoe Ngan

Knowledge Base

A knowledge base is a digital library of information that the cloud employee can access to answer questions, perform tasks, and provide support. It includes content like company policies, product details, workflows, and frequently asked questions.

1. Click on Cloud Employees

To add new knowledge base, log into your signals account and select cloud employees on the left side bar.
Click on Cloud Employees

2. Select Knowledge Base

Next, select the knowledge base tab along the top of the page.
Select Knowledge Base

3. Existing Knowledge Bases

Previously created knowledge bases will be shown on the left side of the page under the knowledge base column.
Existing Knowledge Bases

4. Information on Your Existing Knowledge Base

Once you select a knowledge base from the column on the left, detailed information will appear on the right side of the page. This includes the sources of the knowledge, the number of pages being scraped, and the last time it was synced.
Information on Your Existing Knowledge Base

5. Re-sync to Pull The Latest Information

When you re-sync a knowledge base, the system updates the stored information by checking the original sources for any changes or new content. It Re-scrapes the websites, adds new content, and removes deleted information.
Re-sync to Pull The Latest Information

6. Click Here to Edit an Existing Knowledge Base

To make changes to an existing knowledge base, click on the edit button.
Click Here to Edit an Existing Knowledge Base

7. Edit Knowledge Bases Here

Once you have selected to edit the knowledge base, you can change the name of the knowledge base. You can also select the add button to add a website, upload a file, or add a text article.
Edit Knowledge Bases Here

8. Edit Which Pages Are Scraped From The Website

You can select the pencil icon to determine exactly which pages from the website are scraped and added to the knowledge base. To delete a website from the knowledge base, click on the trashcan icon. Once you have made the desired changes, select save in the bottom right corner.
Edit Which Pages Are Scraped From The Website

9. Click Here To Add a New Knowledge Base

Click on the blue plus sign in the top right corner of the page to add a new knowledge base.
Click Here To Add a New Knowledge Base

10. Edit The New Knowledge Base Here

After you select to add a new knowledge base, you can change the name of the knowledge base. You can also select the add button to add a web page, file, or text to the new knowledge base.
Edit The New Knowledge Base Here

11. To Add a Web Page to The Knowledge Base

To add a web page to the knowledge base, click "Add" and select "Add Web Pages." Enter the desired URL, then click the blue "Fetch" button. Once the content loads, choose which pages under the parent URL you want to scrape and add to the knowledge base.
To Add a 
          Web Page to The Knowledge Base

12. Add a File

To add a file to the knowledge base, click "Add" and select "Upload files." Upload the needed file and then select save.
Add a File

13. New Knowledge Bases Appear Here

Once a new knowledge base has been created, it can be located with the other knowledge bases on the left side of the knowledge base page. It will also appear in the knowledge base section of the cloud employee settings page.
New Knowledge Bases Appear Here


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