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🚀How to use Knowledge Bots

This section provides a friendly, easy-to-follow guide on Knowledge Bots and their effective use. Learn how these intelligent assistants help you quickly find information.

Prompt with Us!

Before diving into the world of Knowledge Bots, take a moment to explore this guide on crafting effective prompts. It’s a quick read that’ll help you make the most of your AI—ensuring you get smarter, faster results every time.


What are Knowledge Bots?

A Knowledge Bot is your AI-powered assistant, designed to work with your company’s own knowledge. It connects to your files, tools, and databases so it can answer questions and support your team using the information you already have.

In the image below, you can choose from different types of bots, each suited for a specific task or purpose.

Bot Dashboard

What to use it for?

Here are a few examples of what a Knowledge Bot can help with:

  • Summarize a 100-page legal contract in seconds

  • Generate insights from marketing or sales reports

  • Debug a line of code and suggest improvements

  • Write a first draft of emails, reports, or blog posts

  • Act as a helpdesk assistant, trained on your FAQs

  • Answer employee questions using internal HR policies

  • Compare two contracts and highlight key differences

You’ll want to start here for a full look at the Knowledge Bot guide subpage, where everything is explained in detail.


What is Knowledge Management?

Knowledgebases are like your own company databases. This section lets you organize, create, and manage your data and insights.

Knowledge Management Page

Now that you know what this feature does, click here to open the subpage with all the details on how to use it.


What are Insights?

Insights help you quickly capture and organize knowledge. They are viewed and managed in the Knowledge Management section, where Blockbrain lets you store text-based information. Unlike traditional databases, Insights are made for fast knowledge capture, like smart notes you create or save during an AI conversation.

Insights Page

Now that you know what this feature does, click here to open the subpage with all the details on how to use it.


Tips on how to Optimize your Knowledge Bot

  1. Web Research – Expand your bot’s knowledge by retrieving real-time information from the internet in addition to your Knowledge Bases.

  2. Insights – Capture, store, and share key information from previous conversations to maintain continuity and context.

  3. Intent Agent – Improves database crawling by understanding user intent, ensuring more accurate and context-aware responses.

  4. Workflows – Automate multi-step prompts to streamline complex interactions, making conversations more efficient and structured.

  5. Agents – Set up reusable, customizable prompt shortcuts to save time and enhance productivity.

  6. Additional Context – Provide extra background details to improve response accuracy while keeping interactions efficient.

  7. Search Options – Customize how your bot retrieves information with AI Search, Index Search, or Hybrid Search for more precise and relevant results.

To explore some of these features in detail, check out the Advanced Features page

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