TL;DR
Create a new Knowledge Base here
Incorporate that Knowledge Base within any relevent AI Agents
To create a new Knowledge Base:
Login to your Structurely Account here
Head here to create a new Knowledge Base
Do you have a pre-existing FAQ or reference materials?
If so, that file can be uploaded using our uploader tool (which supports DOCX + PDF files) - this should pop up when you select the "Create Knowledge Base" button 👇
Once your uploaded file has been processed, you will have an opportunity to review the information that has been extracted.
This is strictly a preview - any necessary edits can be made once the Knowledge Base is officially created. If you feel that there are more relevant Q+A than were identified by the upload tool, you can choose to "Re-process" the document to extract additional content. 👇
You can now choose to "Create Knowledge Base" to move forward with the ongoing file-based draft, or "Skip File Upload" to start from scratch with manual inputs.
No upload? No worries!
You can head straight to the "Skip File Upload" button at the bottom right corner of the uploader tool popup 👇
General Settings
You should now see the "General Settings" options within your Knowledge Base:
Assign a unique label/name for the specific FAQ or info set you have in mind.
If you uploaded a file previously, the default will be set to the name of that file.
Custom Answers
To edit preset Q+A from the upload or to manually enter custom Q+A values, you'll want to maneuver to the "Custom Answers" section 👇
Both Questions and Answers should be tailored to the lead's point of view - your AI Agent will answer the stated questions using the predefined answers.
Feel free to populate this Knowledge Base with as many answers as you want, the more context you can provide the AI Agent the better it will be able to answer questions from the lead.
Custom Answers are primarily intended for frequently asked questions (FAQs), "About Us" information, and handling common objections.
Avoid adding off-topic items, as this can confuse the AI and lead to unexpected behavior.
Now that you've established a Knowledge Base, add it to the applicable Call AI Agent(s) here!
Head to the "Knowledge Bases" section of the appropriate Call Agent and choose the specific Knowledge Base by name from the dropdown shown below. 👇
If you have multiple Knowledge Bases that "fit" feel free to add them all!
🎉 Nice job! 🎉
It's time to hit that "Update Agent" button and move on to the next section >>> where we'll add your qualifying questions and conversational Guidelines.
Questions, comments, concerns? Let us help!
Reach out to us directly at help@structurely.com and we will get back to you!
- 🚀 The Structurely Team