Knowledge bases
Centralize your brand information to feed your AI agents
IN BRIEF
Knowledge bases allow you to provide your AI agents with precise knowledge to generate relevant responses.
They can be built using your website, documents, or articles written in Fullwhere.
A knowledge base can then be used by several of your AI agents.
When your AI agents require the use of a large amount of information to generate accurate and relevant responses, based on your brand or location information, it can be useful to set up knowledge bases. You can add or write documents there and synchronize your website.
Your knowledge base can then be used by several of your AI agents.
ACCESS RIGHTS
To modify the knowledge bases of your Fullwhere workspace, you must be a supervising member with Administrator rights.
Knowledge bases bring together all the information sources your AI Agents can use to formulate accurate responses.
Each knowledge base can contain up to five different types of data sources:
Website → allows you to synchronize your website directly;
Documents → allows you to upload files;
Segments → allows you to write articles manually.
Each data source can have an unlimited amount of content, with content being a web page, a file, or a segment.
Access your knowledge bases
To access your knowledge bases, go to the Automation menu → Knowledge bases from the main navigation bar on the left side of your screen. There you can view all existing bases, along with several key pieces of information:
Name
The name of your knowledge base
Source
The number of data sources (up to 5)
Content
The total number of items contained in the data sources of your knowledge base (i.e. the number of web pages, documents, or segments)
Last updated
The date the knowledge base was last updated
Created by
The user who created the knowledge base
Creation date
The creation date of the knowledge base
This view gives you an overall picture of how your knowledge is organized and its update status. You can also create a new base, access the details of an existing base, or check its progress.
To view all indexed content (web pages, documents, and segments) across all your knowledge bases, go to the Automation menu → Content.
You can filter by content type (web page, files, segments) or by knowledge base. The text search bar allows you to search for specific items.
Create a new knowledge base
To create a base, click + Create a base from the main knowledge bases page. Give the base a clear name, corresponding for example to a brand, an entity, or a functional scope.
Once the base is created, you will access its configuration page.
Add data sources
Since a knowledge base is made up of data sources, the first step is to create the data sources for your base. To do this, click the + Add button and select the type of data source you want to create: Website, Documents, Segments.
Website
This type of source automatically synchronizes the pages of a website or a specific section of the site.
Enter the URL to analyze:
to synchronize a website in its entirety, enter its "source" URL (for example
https://monsite.com) : all pages whose root is this URL will be synchronized (e.g..https://monsite.com/docsandhttps://monsite.com/historyto synchronize part of a website, enter the "starting" URL (for example
https://monsite.com/docs/) : only this page and those belonging to the same "root" will be synchronized, (e.g. :https://monsite.com/docs/fileswill be synchronized, buthttps://monsite.com/historywill not). Once the source is saved, the system automatically starts an extraction and then a synchronization.
Once the data source has been created, click "Synchronize" to start retrieving the website.
If the site changes, you can restart the update via the Synchronize button.
Files
A Files-type source allows you to import documents such as PDFs. When creating it, specify the folder name (e.g. Legal documents) in which you can add documents. Once the source is created, you can add files to it by clicking + Add a file.
Once your files are imported, you can synchronize them with your knowledge base using the Synchronize button in the top right.
Whenever files are added or modified, you must Synchronize your data source so that your changes are taken into account in your knowledge base.
Here is the list of accepted file types:
.c
C language source file
.cpp
C++ source file
.cs
C# (C Sharp) source file
.css
CSS stylesheet used for web formatting
.doc
Microsoft Word document (legacy format)
.docx
Microsoft Word document (modern XML format)
.go
Go (Golang) source file
.html
Web page in HTML format
.java
Java source file
.js
JavaScript script file
.json
Data file in JSON format (JavaScript Object Notation)
.md
Markdown file, used for writing structured text
.pdf
Document in PDF format (Portable Document Format)
.php
PHP code file (server-side web language)
.pptx
Microsoft PowerPoint presentation (modern XML format)
.py
Python source file
.rb
Ruby source file
.sh
Shell script (Bash, Linux, macOS)
.tex
LaTeX file used for composing scientific documents
.ts
TypeScript source file
.txt
Plain text file (plain text)
Segments
Segments are content written directly from Fullwhere. They can be used to create a knowledge base from scratch, or to supplement a knowledge base with specific information.
When creating a folder of the segments type, give it a Name (e.g. Refund information). In your folder, you can create one or more segments via the + Create a segment button and write them using the built-in Markdown editor: headings, rich text, lists, links, etc.
When you have finished editing a segment, click Save to store your changes.
Once all the segments in your folder have been written, you can synchronize them with your knowledge base using the Synchronize button in the top right.
Whenever segments are created or modified, you must Synchronize your data source so that your changes are taken into account in your knowledge base.
Synchronize and maintain your data sources
Each data source has a synchronization status visible from its knowledge base. This status changes according to progress: site extraction, start of synchronization, synchronization in progress, then synchronized.
You can restart a synchronization at any time, especially after:
updating a site or a file;
adding new documents or segments;
or any major change to the original content.
A Synchronize button is available in the table displaying the data sources of a knowledge base, and also in the top right when you view the content of a data source.
Browse the contents of a knowledge base
When entering a knowledge base, you will find the table of all the data sources that make it up, with the following information:
Name
Data source name
Type
Type of data source (Website, Documents, Segments)
Content
The number of items contained in the data source. For websites, this is the number of synchronized pages on the website. For Documents or Segments, this is the number of existing items.
Last synchronization
Displays the "Synchronize" button if your data source has never been synchronized.
Displays the date of the last synchronization if your data source has already been synchronized
Displays the progress status if a synchronization is in progress:
Start of synchronization
Website extraction (Website only)
Synchronization in progress
Synchronization failed
For a source that has already been synchronized, the Synchronize button appears when hovering over the last synchronization date.
Synchronization
Indicates whether the file data source is "Synchronized" or "To be synchronized".
If the data source is "To be synchronized", it means that content has been added or modified since the last synchronization. These changes will not be taken into account until the data source is synchronized again.
Created by
User who created the data source
Creation date
Creation date of the data source
Click on a data source to browse its contents.
The Synchronize button and the Last synchronization date are displayed in the top right.
The table displays content information according to its type:
Website
Name
The name of the web page
URL
The URL of the web page
Last updated
The date of the last update
Files
Name
The file name
Type
File type/extension
Created by
User who added the file
Creation date
Date the file was added
Synchronization
Indicates whether the file is "Synchronized" or "To be synchronized". When a file is added or modified in a data source, it is not taken into account until the data source has been synchronized with the knowledge base. In this case, this field indicates "To be synchronized".
You can also View, Download, or Delete a file using the action buttons at the end of each row. You can also perform multiple deletions by selecting several items at once and using the Delete button at the top of the table.
When you import a file with the same name as a file already present in the same source, it is simply updated: it replaces the existing one without creating a duplicate. Segments
Name
The name of the segment
Last updated
Date of the segment's last update
Created by
User who created the segment
Creation date
Date the segment was created
Synchronization
Indicates whether the segment is "Synchronized" or "To be synchronized". When a segment is created or modified in a data source, it is not taken into account until the data source has been synchronized with the knowledge base. In this case, this field indicates "To be synchronized".
You can also Delete a segment using the action button at the end of each row. You can also perform multiple deletions by selecting several items at once and using the Delete button at the top of the table.
Best practices for organization
To ensure consistency and performance of your knowledge bases, it is recommended to structure your sources in a clear and uniform way.
A good practice is to create one knowledge base per business brand or establishment.
Within each base:
add a Website source corresponding to the website of the entity (brand or location) concerned or to online documentation (FAQ, help center, etc.);
create a Files source grouping your documents
and add a Segments source for additional information or internal articles.
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