Even though they sit next to each other in the sidebar, Knowledge base and Documents solve different problems and shouldn’t be confused:
Two screens, two different purposesEven though they sit next to each other in the sidebar, Knowledge base and Documents solve different problems and shouldn't be confused:
Procedure: upload a document to the knowledge baseRequirements: administrator or editor role.
After uploading: processing, tags and maintenanceOnce you have documents uploaded, this same screen lists them below the upload zone.
Procedure: test what the AI retrieves (Playground)The Playground tab lets you check, before a real customer sees it, which fragments of your knowledge base the AI would retrieve for a given question.
The Documents page: templates and generatedIt has two tabs: Templates and Generated.
Procedure: generate a document from a templateRequirements: administrator or editor role.