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Configure Knowledge Base

You can configure the knowledge base for your product to provide self-help guides for your customers. The knowledge base empowers the chatbot with a vast repository of information to assist users efficiently.

In this documentation, you will find comprehensive guidelines and instructions to help you explore the knowledge base through various sections.

Let’s get started 🚀                  

Navigation to Knowledge Base

The demonstration below illustrates the steps to navigate to the knowledge base.

Sign in to the CuVo account and click on the “Manage Accounts” option. Select the Account for which you want to configure the knowledge base.

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Configure Knowledge Base

The demonstration below illustrates the steps to to configure knowledge base.

Navigate to the knowledge base and click on CONFIGURE.

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Create Knowledge Base Folder

When you create a folder in the knowledge base, you can upload the document and import the website articles. 

You can create a maximum of 5 knowledge base folders in a product.

The demonstration below illustrates the steps to create a folder to upload knowledge base.

Navigate to the knowledge base and click on CONFIGURE. Click on the CREATE FOLDER button.

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Add Document(s)

You can update your product’s knowledge base by adding documents in the knowledge base folder in two ways:

  • Upload Document
  • Import from Website

Upload Document

The demonstration below illustrates the steps to upload a document in the knowledge base folder. You can upload only “.csv, .xlsx, and .pdf” files.

Navigate to the knowledge base and click on CONFIGURE. Click on the Upload button.

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Import from Website

The demonstration below illustrates the steps to import website articles in the knowledge base folder.

Navigate to the knowledge base and click on CONFIGURE. Click on the Import icon.

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View the Document(s)

The demonstration below illustrates the steps to view the uploaded as well as imported documents in the knowledge base folder.

Navigate to the knowledge base and click on CONFIGURE. Click on the Dropdown icon of the knowledge base folder.

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Delete the Document(s)

You can delete the document(s) when its content is no longer useful or has become outdated.

The knowledge base document with the “Live” or “Error” status can only be deleted.

The demonstration below illustrates the steps to delete the document from the knowledge base folder.

Navigate to the knowledge base and click on CONFIGURE. Click on the Trash icon to delete the document from the folder.

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Delete Knowledge Base Folder

You can delete a complete knowledge base folder whenever the documents added in the folder are no longer required. 

The demonstration below illustrates the steps to delete the knowledge base folder.

Navigate to the knowledge base and click on CONFIGURE. Click on the Trash icon to delete the folder.

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Retrain Knowledge Base

The demonstration below illustrates the steps to retrain a chatbot.

Follow the same steps to retrain the chatbot for “uploaded document” and “imported knowledge base website”.

Navigate to the Knowledge Base and click on CONFIGURE. Select the knowledge base folder and Click on the “Retrain” icon.

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