Knowledge Base

Your Knowledge Base is a collection of information about your business that your AI agent uses to answer customer questions accurately. Add company policies, product information, documentation, and more to help your AI provide informed responses.

What is a Knowledge Base?

A Knowledge Base in Cloodot is a repository of information that:

• Provides Context: Gives your AI information about your business
• Enables Accurate Answers: Helps the AI respond with correct, relevant information
• Supports Multiple Formats: Accepts text, PDFs, and web links
• Uses AI Search: Employs semantic search to find relevant information
• Continuously Improves: Gets better as you add more content

Why Use a Knowledge Base?

Adding information to your Knowledge Base helps your AI:

• ✅ Answer questions about your products and services
• ✅ Provide accurate policy information
• ✅ Share company procedures and guidelines
• ✅ Reference documentation and guides
• ✅ Give contextually relevant responses

Accessing Your Knowledge Base

1. Navigate to your Cloodot dashboard
2. Go to Intelligence → Knowledge Base (or AI → Base)
3. You'll see all your knowledge entries and options to add new ones

Adding Content to Knowledge Base

Supported Content Types

You can add the following types of content:

Adding Text Content

1. Click "Add Knowledge" or "Create" button
2. Select "Text" as the content type
3. Enter:
   • Title: Descriptive title for the content
   • Body: The actual text content (policies, procedures, information)
   • Categories: Optional tags to organize content
4. Click "Save" or "Create"
5. The content will be processed and indexed for AI search

:::tip Add comprehensive information. The more detailed your content, the better your AI can answer questions. :::

Adding PDF Documents

1. Click "Add Knowledge" or "Create" button
2. Select "PDF" as the content type
3. Upload your PDF file
4. Enter:
   • Title: Name for the document
   • Categories: Optional tags
5. Click "Upload" or "Save"
6. The PDF will be processed and its content extracted and indexed

:::info PDF processing may take a few moments. You'll see the status update when it's ready. :::

Adding Web Links

1. Click "Add Knowledge" or "Create" button
2. Select "Web Link" as the content type
3. Enter the URL you want to extract content from
4. Enter:
   • Title: Name for the web content
   • Categories: Optional tags
5. Click "Extract" or "Save"
6. The web page content will be extracted, converted to markdown, and indexed

:::tip Web links are great for adding information from your website, documentation sites, or other online resources. :::

Managing Your Knowledge Base

Viewing Knowledge Entries

• List View: See all entries in a table with status and type
• Search: Use the search bar to find specific entries by title
• Pagination: Navigate through multiple pages of entries

Editing Knowledge Entries

1. Find the entry you want to edit in the list
2. Click on the entry to select it
3. You'll be redirected to another page showing the full content
4. In the top right corner, click the "Edit" icon (pencil icon)
5. Modify the title, body, or categories
6. Click "Save" to update

Deleting Knowledge Entries

1. Find the entry you want to delete in the list
2. Click on the entry to view its content page
3. In the top right corner, click the "Delete" icon (next to the edit icon)
4. Confirm the deletion
5. The entry will be removed from your Knowledge Base

:::warning Deleting a knowledge entry will remove it from your AI's available information. Make sure you want to delete it before confirming. :::

Knowledge Base Status

Each entry has a status indicating its processing state:

• Queued: Waiting to be processed
• Training: Currently being processed and indexed
• Trained: Successfully processed and ready for use
• Failed: Processing failed (check the entry for details)

Best Practices

Content Organization

• Use Descriptive Titles: Make it easy to identify content
• Keep Content Updated: Update entries when information changes
• Be Comprehensive: Include all relevant details

How AI Uses Knowledge Base

Your AI agent uses the Knowledge Base by:

1. Understanding Questions: Analyzing customer inquiries
2. Searching Content: Using semantic search to find relevant information
3. Extracting Answers: Pulling relevant details from your knowledge entries
4. Formulating Responses: Creating accurate, contextually relevant answers

Semantic Search

Cloodot uses advanced semantic search that:

• Understands meaning, not just keywords
• Finds relevant information even with different wording
• Considers context and intent
• Ranks results by relevance

Best Practices

Content Quality

• Be Specific: Include detailed, specific information
• Stay Current: Update content when information changes
• Be Comprehensive: Cover all aspects of your business
• Use Clear Language: Write in clear, understandable terms

Organization

• Regular Review: Periodically review and update content
• Version Control: Keep track of important changes

Content Types

• Text: Best for policies, procedures, general information
• PDFs: Great for detailed documentation, manuals, guides
• Web Links: Perfect for website content, online documentation

Troubleshooting

Content Not Being Found

Problem: AI isn't using information from Knowledge Base

Solutions:

• Check that entries are in "Trained" status
• Verify content is relevant to the questions
• Add more detailed information
• Check if content needs to be updated

Processing Failures

Problem: PDF or web link processing failed

Solutions:

• Check file format (PDFs must be valid)
• Verify web link is accessible
• Try re-uploading or re-extracting
• Contact support if issues persist

Outdated Information

Problem: AI is providing outdated information

Solutions:

• Update the relevant knowledge entries
• Delete outdated entries
• Add new entries with current information
• Review and refresh content regularly

Advanced Topics

Enhancing Your Knowledge Base

• AI Agent Configuration - Configure how your agent uses the Knowledge Base
• Skill Sets - Add skills that can reference and use knowledge base content
• Creating Custom Skills - Build skills that integrate with your knowledge base
• MCP Servers - Connect external knowledge sources via MCP

Advanced Content Management

• Documents - Upload documents that complement your Knowledge Base
• Custom Fields - Use custom fields to organize knowledge-related data
• Labels - Tag and categorize knowledge entries for better organization

Next Steps

After building your Knowledge Base:

1. Create FAQs for common questions
2. Configure Your AI Agent to use the knowledge
3. Test your agent in the playground to see how it uses the knowledge
4. Monitor conversations to identify knowledge gaps

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Ready to add more? Create FAQs for common customer questions!