Knowledge Management

Accessing Knowledge Management

To open Knowledge Management:

1. Open a chat on your mobile app

2. Tap the Knowledge Management icon in the top right corner

3. The Knowledge Management interface will open

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Understanding the Main Sections

Once inside Knowledge Management, you'll see several categories:

Section	Description
Files	Documents and media files connected to your bot.
Insights	Text-based knowledge and notes captured from AI conversations.
Email	Email data sources connected to your bot
Database Sources	Your company's knowledge bases and data repositories.
Destination Databases	Target databases for storing bot outputs.

Connection Indicators:

• Each section displays a number badge showing how many items are currently connected

• Example: "Files (12)" means 12 files are connected to this bot

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Managing Connections

Connecting or Disconnecting Items

To control which items your bot can access:

1. Tap on a specific section (e.g., Files or Database Sources)

2. Locate the item you want to manage

3. Use the toggle switch next to each item:

   • Toggle ON — Bot can access this item

   • Toggle OFF — Bot cannot access this item

4. Changes take effect immediately

Important: Only connected items are available to the bot during conversations.

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Adding New Files

Uploading Files to Your Bot

1. Navigate to the Files section in Knowledge Management

2. Tap the blue "New File" button in the bottom right corner

1. Choose your upload method:

• Upload File — Select an existing document from your device

• Upload Photo — Choose a photo from your gallery

• Camera Icon — Take a new picture with your camera

1. Selected files will be uploaded and automatically connected to your bot

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Navigation & Quick Access

Returning to Knowledge Management Main View

From any subsection (Files, Insights, etc.):

1. Tap the X button in the top right corner

2. You'll return to the main Knowledge Management view

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Quick Selection Menu

For faster navigation between sections:

1. Tap the menu icon in the top left corner

1. A quick selection menu will appear showing:

• Files

• Insights

• Email

• Database Sources

• Destination Databases

1. Tap any section to jump directly to it

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Additional Settings

The Knowledge Management quick menu also provides access to bot-level settings:

Setting	Description

Setting	Description
Data Retention	Control how long data is stored (activate/deactivate)
Fine Tuning	Adjust bot behavior and response settings
Language	Set the preferred language for bot responses

How to access:

1. Open the quick selection menu (top left icon)

2. Scroll to find Data Retention, Fine Tuning, or Language options

3. Tap to configure as needed