How to Create a Knowledge Base

A knowledge base is a named library of documents. You can have multiple knowledge bases — for example, one for product FAQs, one for pricing, and one for your return policy — and connect them to different workflows.

Steps

1. Go to Dashboard → Knowledge Bases
2. Click Create Knowledge Base
3. Enter a Name — something descriptive like "Product Documentation" or "Pricing & Plans"
4. Optionally add a Description to remind yourself what this library covers
5. Click Create

Your new knowledge base is empty. The next step is to upload your documents.

What's next

• How to Upload Documents — add your files to the knowledge base
• How to Link a Knowledge Base to a Workflow — connect it to your support chat's AI