Knowledge Management Agent

Connect the Knowledge Management Agent to access your files, documents, and knowledge bases directly through Blockbrain’s AI assistant

What Can You Do?

Once connected, the Knowledge Management Agent lets you:

• Find & Organize Content: Search across all your knowledge bases, folders, and files—instantly locate documents, emails, and insights

• Read & Analyze Documents: Ask questions about specific files, get summaries, extract key data points, and generate actionable insights

• Browse & Navigate Structures: Explore folder hierarchies, understand document organization, and map your knowledge architecture

• Create & Manage Insights: Capture, categorize, and retrieve notes or insights linked to your documents and conversations

• Automate Knowledge Workflows: Tag, categorize, and structure content for optimal retrieval and future use

Quick Setup

Step 1: Select Knowledge Management Agent

1. In any Blockbrain conversation, click the AI Model selection dropdown

2. Click "Show detailed AI model list"

3. Find and click "Knowledge Management Agent"

Step 2: Start Using Knowledge Management

That's it! You can now ask Blockbrain about your documents, folders, emails, and insights.

What You Can Ask

Finding & Organizing Content

"List all files in the Legal folder"
"Show me all documents tagged 'Q2 Financials'"
"Find emails related to the merger project"

Reading & Analyzing Documents

"Summarize the contract in the Procurement folder"
"What are the key points in the project proposal.pdf?"
"Extract all dates and deadlines from the meeting notes"

Browsing & Navigating Structures

"Show me the folder structure for the HR knowledge base"
"List all subfolders under 'Client Projects'"
"What documents are in the '2024 Planning' folder?"

Creating & Managing Insights

"Create a new insight from this report"
"List all insights related to compliance"
"Show me notes from last week's board meeting"

How It Works

Your Access = Blockbrain's Access

• Blockbrain can only see files, emails, and notes you have access to

• If you can't open or find a document, neither can Blockbrain

• Your permissions stay exactly the same

Safe and Secure

• Your data remains in your knowledge bases and systems

• Blockbrain reads and updates only as instructed - no unauthorized changes

• All access is logged in your organization's audit trail

Tips for Better Results

Be Specific

False: "Find my file" Correct: "Find the Q3 budget report in the Finance folder"

Use Types or Tags

False: "Show me documents" Correct: "Show me all PDF files tagged 'Board Meeting' from last month"

Mention Locations

False: "Find the note" Correct: "Find the insight about GDPR compliance in the Legal knowledge base"

Troubleshooting

"I can't find my file or note"

• Check if you can see the file or note directly in your knowledge base

• Try using different search terms (e.g., part of the filename, folder name, or tag)

• The item might be in a location you don't have access to

"Permission denied" errors

• Your permissions may have changed

• Contact your IT team to verify your access

• Try reconnecting the agent

"No files or folders found"

• You might not have access to any knowledge bases or folders

• Check with your administrator about access rights

• Verify you're signed in with the correct account

Privacy and Security

• Respecting Permissions: Blockbrain can only access documents, emails, and notes you have permission to see

• No Unauthorized Changes: Blockbrain only creates, edits, or tags content when you instruct it—no unsolicited actions

• No Storage: Blockbrain doesn't store copies of your files, emails, or notes

Common Use Cases

Knowledge Discovery & Organization

• Quickly list all files, folders, and emails in a knowledge base

• Find and tag important documents for future reference

• Map out folder structures for better navigation

Content Analysis & Summarization

• Summarize lengthy reports or meeting notes

• Extract key data points, deadlines, or action items

• Generate insights from multiple documents

Insight & Note Management

• Capture and categorize insights from documents or conversations

• Retrieve notes linked to specific projects or topics

• Maintain a searchable knowledge base of organizational learnings

Example Conversation

You: "List all files tagged 'Q2 Review' in the Finance knowledge base"

Blockbrain: "Here are the files tagged 'Q2 Review' in Finance:

• Q2_Review_Summary.pdf

• Q2_Financials.xlsx

• Q2_Action_Items.docx

Which one would you like to open or analyze?"

You: "Summarize Q2_Review_Summary.pdf"

Next Steps

Want to connect more services? Try the MS Viva Engage Agent to access your Viva Engage communities, posts, and conversations directly through Blockbrain.