How to Create a Knowledge Base: Organize Your Documents with AI

A knowledge base is where your documents live in Learn Me AI. When you add documents to a knowledge base, our AI processes them so you can search and chat with the content. Here’s how to create one.

What is a Knowledge Base?

A knowledge base is a collection of content that your AI bots can access. You can add:

  • Text items (notes, information)
  • URLs (web pages, online documents)
  • Files (PDF and TXT files)

Creating a Knowledge Base

Step 1: Go to Knowledge Bases

  1. Log in to your Learn Me AI dashboard
  2. Click “Knowledge Bases” in the left sidebar
  3. Click the “New Base” button

Step 2: Fill in the Details

Project (Required)
Select which project this knowledge base belongs to. If you don’t have a project yet, create one first.

Name (Required)
Choose a descriptive name:

  • ✅ “Marketing Reports Q4”
  • ✅ “Product Documentation”
  • ❌ “Stuff” or “Documents”

Description (Optional)
Add context about what this knowledge base contains.

Icon
Select an emoji icon to visually identify your knowledge base.

Categories (Optional)
Assign categories to help organize and filter your knowledge bases.

Step 3: Add Content

You can add content while creating the knowledge base or later:

Text Items:

  1. Click “Add Content”
  2. Select “Text Item”
  3. Enter a title and content
  4. Click “Add”

URLs:

  1. Click “Add Content”
  2. Select “URL”
  3. Enter one or more URLs (one per line)
  4. Click “Add”

Files:

  1. Click “Add Content”
  2. Select “File Upload”
  3. Choose PDF or TXT files
  4. Enter a name for each file
  5. Files will be uploaded when you save

Step 4: Create

Click “Create Knowledge Base” to save. Your content will be processed and made searchable.

Managing Your Knowledge Base

Viewing Knowledge Bases

On the Knowledge Bases page, you can:

  • See total count of bases and items
  • Filter by project, category, or favorites
  • Sort by date created or name
  • Mark favorites for quick access

Editing a Knowledge Base

  1. Click on a knowledge base to open it
  2. Click the edit button or menu
  3. Add, remove, or modify content
  4. Save your changes

Sharing with Team

If you want team members to access a knowledge base:

  1. Open the knowledge base
  2. Click the share option
  3. Toggle “Share with Team” to make it available to project members

Organizing with Categories

Categories help you organize knowledge bases across projects:

  1. Go to “Categories” in the sidebar
  2. Create categories like “Research,” “Documentation,” or “Training”
  3. Assign categories when creating or editing knowledge bases
  4. Filter by category on the Knowledge Bases page

Best Practices

Use Descriptive Names

Clear names make it easier to find the right knowledge base:

  • “Customer Support FAQs”
  • “Engineering Documentation 2024”
  • “Sales Training Materials”

Group Related Content

Put related documents together in one knowledge base for better AI responses.

Keep Content Updated

Regularly review and update your knowledge bases to ensure information stays current.

Connecting to Bots

Once your knowledge base has content, connect it to an AI bot:

  1. Create or edit a bot
  2. Select your project
  3. Check the knowledge bases you want the bot to use
  4. The bot will now answer questions using that content

Common Questions

Q: How many knowledge bases can I create?
A: This depends on your plan. Check your account settings for limits.

Q: Can one knowledge base be used by multiple bots?
A: Yes! Multiple bots can connect to the same knowledge base.

Q: What file types are supported?
A: Currently PDF and TXT files are supported.

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