Knowledge Bot Basics
Welcome to the foundation of how Knowledge Bots work in Blockbrain. Whether you're just getting started or need a refresher, this page covers the key concepts behind what makes Knowledge Bots powerful
Getting to Know the Knowledge Bot
Understanding Data Rooms
Data Rooms are the top-level workspace where you organize related conversations under one shared context. In a Data Room, you can set Data Room Instructions (separate from Bot Instructions) that apply to every Chat Room inside it. You can choose to keep these instructions as-is or override the Bot Instructions per Chat Room when you need something more specific.
A key benefit of using Data Rooms is that you can attach your Knowledge Sources once (files, emails, links, and other connected sources) at the Data Room level so every Chat Room automatically has access to the same collection of knowledge. This makes it easy to run multiple chats with the same context, without reconnecting data every time.
Each Data Room includes:
Data Room Instructions. Shared guidance for how the AI should behave in this workspace, different from Bot Instructions, and optionally overridable.
Chat Rooms. Multiple chat threads under one workspace, all inheriting the same Data Room context by default.
Knowledge Sources. A centralized collection of connected data for the entire Data Room, so all chats stay aligned to the same references.
Settings. Controls for how the Data Room behaves and how its connected knowledge is used across Chat Rooms.
Understanding Chat Rooms
Chat Rooms are individual chat threads inside a Data Room. This is where you start a conversation, ask questions, and work through tasks while automatically inheriting the Data Room Instructions and Knowledge Sources attached to that Data Room. You can also further customize each Chat Room for a specific project, request, or workflow.
Each room includes:
Chat thread. Start conversations, ask questions, or use the Prompt Library and Workflows to speed up your prompt needs.
Data. Upload or connect files, links, databases, and other types of data inside that room. So answers from AI stay focused on that topic.
Settings. Control what knowledge is connected and how the room behaves.
Prompting in the Chat Box
The Chat Field is where you type your questions, tasks, or instructions for the Knowledge Bot. You can also activate additional features for each prompt such as enabling web research, generating images, or switching to voice input.
Writing Style. Customize the length of your answers based on token Length.
Web Research. Turn on web search when you need fresh or external information. You can choose between:
Web Search: Best for quick, simple results and you can pick your preferred search provider, such as Tavily, Linkup, or Perplexity (depending on what your admin has enabled).
Web Search Pro: Analyzes more sources for deeper answers.
Image Generation. If image tools are enabled for your workspace, you can ask the bot to generate images directly from the chat field using models such as Gemini 2.5 Flash, GPT Image 1, Flux Schnell, or Imagen 4.
Voice Input. Use your microphone to turn speech into text so you can prompt without typing.
Voice Mode. Run the whole conversation in voice mode so you can speak and listen instead of reading and typing.
Prompt Library. Explore and use pre-made prompts for a quicker prompting experience.
If these options don’t appear for you, ask your workspace admin to enable them in the Bot Settings.
Quick Access Panel Settings
You can quickly access settings for each Data Room in the panel settings located in the right side of the Knowledge Bot
LLM Settings
Select the AI Model (LLM): Choose the language model (e.g., GPT, Gemini, Claude) that best aligns with the specific needs of the data room. For example, you might prefer a model that excels at handling long documents, supports advanced coding tasks, or performs well with multi-step prompts used in workflows.
Bot Settings
Accessible in the Bot Settings or Action Settings of the Chat Room. If you don’t see the settings panel, please contact your admin to enable access.
Access or build Workflows to automate tasks and enhance interactions
General Settings
Accessible in the Bot Settings or Action Settings of the Data Room.
Configure Data Retention: Define how long the data in this room should be stored. This includes options for auto-deletion (from 10-minute sessions to 12-month durations) to help meet compliance and privacy requirements.
Knowledge Bot Management
These settings focuses on a specific data room. These settings help you optimize the room based on the that specific prompting needs.
Set Knowledge Destinations: Specify where insights, summaries, or outputs will be saved when exported from this room.
Connect different types of data depending on your needs such as uploading files, connecting one or multiple databases, or even emails.
Connect different types of data depending on your needs such as uploading files, connecting one or multiple databases, or even emails. This will allow the Knowledge Bot to access information for that specific Data room. These can be further adjusted in Chat Rooms.
Attach the data your Knowledge Bot needs to work with like uploaded files, connected databases, or even synced emails. Think of it as setting the context: the bot will only use the data you connect to this specific room, so its answers stay focused, accurate, and relevant to your topic.
Others
In this section, you can configure two additional options:
Language: Choose the language the Knowledge Bot will use when responding. If you'd like the bot to automatically detect and match the user's language, set this to Automatic. Otherwise, you can manually select a preferred language for consistent replies.
Additional Context: Add any extra context or notes you'd like the bot to consider during the conversation. This is useful for injecting room-wide instructions, tone guidelines, or background information the bot should always keep in mind.
Knowledge Bot Settings
In the upper left corner of the Knowledge Bot, you'll find the gear icon, which opens the bot settings. Here, you can customize and enable various features to tailor the bot to your needs.
Setup: Customize the bot’s avatar photo, name, tone, and welcome message. You can also set:
Initial Instructions (to control its speaking style and behavior),
A default agent (e.g. Normal Chat, Knowledge Agent, ),
Mobile access permissions,
And toggle conversation starters or follow-up questions on or off.
Capabilities & Skills: Adjust search methods and activate advanced features
LLM Models: Choose the language model that powers your bot's responses, balancing performance, accuracy, and cost
Database Source: Select the default database source for all data rooms
Prompts: Set up or activate customizable prompts for more efficient use
Automations: Set up workflows for more efficient prompting
Action Settings: Adds quick-access buttons to the Knowledge Bot navigation and enables advanced features like Intent Agent and System Agent for enhanced search and automation
Adding Knowledge Bots
Find a Knowledge Bot by clicking the "Add Bot" in the Dashboard.
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