Knowledge Base

The knowledge base acts as the central data repository and foundational memory for your AI Chat Agent. You build the database by uploading internal documents or scanning external web pages to organize and store your proprietary content. This setup lets the chatbot reference your specific organization level information to answer questions. To configure the knowledge base, follow these steps:

1

Log in to DBSync with your credentials.

2

In the navigation pane, click (Knowledge Base).

3

Click Create.

4

In the New Knowledge Base dialog, for Name, enter a name. Optional: For Description, enter a description.

5

Click Save.

6

Click the knowledge base that you created.

7

To add content, do one of the following:

• To add a local file, click Upload File, and then drag your files into the upload area or click the area to select files.

• To add content directly from a website, click Scan Web Page. After you add content to the knowledge base, the Documents table displays a new row with the content details.

  

8

To view information about your documents or delete them, do the following in the Documents table:

• To view document metadata, review the Name, Source, Type, and Created columns.

• To view the chunk count, review the number in the Chunks column.

• To check the processing status, review the state in the Status column.

• To delete a single document, click the in the Actions column for that document.

• To delete multiple documents, select the checkbox next to each document that you want to remove, and then click Delete Selected.

9

Optional: To change the knowledge base name and description, click Edit.

10

Optional: To completely remove the knowledge base, click Delete.

11

To return to the knowledge base homepage, click . The new knowledge base and its details appear on the knowledge base homepage.