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BotIntelli — Knowledge Base User Guide

This guide explains the Knowledge Base: what it is, how to browse and organize files, upload documents, connect Google Drive, and use pipeline-connected data.

What Is the Knowledge Base?

The Knowledge Base is the central place for your documents and files. Content here is used for:

  • Assistants and agents — Training and RAG (retrieval) so bots can answer from your content.
  • Workflows — As inputs or reference data.
  • Search and AI — So you can ask questions over your data (e.g. in AI Insights / Ask BotIntelli).

You can have files and folders (uploaded or from Google Drive) and pipeline-ingested data (e.g. from Salesforce, databases) in one place.

Where to Find It

  • Sidebar: Business Context → Knowledge Base.
  • URL: https://app.botintelli.com/dashboard?view=knowledge-base.

Complete User Journey

Step 1: Open Knowledge Base

  • Click Knowledge Base in the sidebar. You see:
    • Folder tree (if enabled) — Navigate folders.
    • File list / table — Files in the current folder or root, with name, size, type, date.
    • Tabs or filters — e.g. “My files” vs “Pipeline connections” or data sources.

Step 2: Browse Folders and Files

  • Folders: Click a folder in the tree to see its contents. Use Home or breadcrumbs to return.
  • Breadcrumb: Shows path (e.g. Home → Folder A → Subfolder). Click a segment to go back.
  • List/table: Columns often include name, size, type, modified date. Click a file to preview or open.

Step 3: Upload Files

  • Click Upload (or “Add file” / “Upload file”).
  • Choose files — One or more files (PDF, Word, Excel, CSV, text, images, etc. as allowed by your plan).
  • Destination — Select a folder if the UI asks; otherwise uploads go to the current folder or root.
  • After upload, files appear in the list. Processing/embedding may run in the background; when ready, they can be used by assistants and search.

Step 4: Create Folders (When Available)

  • Use New folder or “Create folder.”
  • Name: Enter a folder name (e.g. “Product docs”, “Legal”).
  • Save. The new folder appears in the tree and list; you can move files into it.

Step 5: Search for Files

  • Use the search box (by name or content, depending on the app).
  • Type a query and apply filters if shown. Results update in the list.

Step 6: Use Pipeline / Data Source Content

  • If your org uses Pipeline Management (Salesforce, HubSpot, databases, Universal API, etc.), ingested data may appear under a Pipeline or Data sources tab in Knowledge Base.
  • You can browse objects or datasets, open previews, and use them for RAG and workflows as configured.

Step 7: Connect Google Drive (When Available)

  • Use Connect Google Drive or similar.
  • Sign in to Google and grant access. Choose folders or files to sync.
  • Synced content appears in the Knowledge Base; you can open previews (e.g. Google Docs viewer) from the app.

Input Fields and Actions

ActionWhat to do
UploadClick Upload → select file(s) → optionally choose folder → confirm.
New folderClick New folder → enter name → save.
SearchType in the search box; use filters if available.
Open fileClick the file name to open preview or details.
Move fileUse “Move” or drag-and-drop to a folder (if supported).
Delete / TrashUse the file menu → Delete or Move to trash.
Connect Google DriveClick Connect Google Drive → complete Google OAuth → select what to sync.

File Types and Limits

  • Supported types — Typically PDF, Word, Excel, PowerPoint, CSV, text, images, and optionally more. Check in-app help or plan details.
  • Size limits — Per-file and total storage limits depend on your plan; the UI may show an error if you exceed them.
  • Processing — After upload, files may be chunked and embedded for RAG; status (e.g. “Processing”, “Ready”) may appear in the list or file details.

Tips and Troubleshooting

  • File not appearing: Refresh the list; check you’re in the right folder and that upload completed.
  • Upload failed: Check file type and size; try again or use a smaller/supported format.
  • Google Drive not syncing: Re-authorize in settings or disconnect and connect again; ensure shared folders are accessible.
  • Pipeline data missing: Confirm the pipeline ran successfully in Pipeline Management and that the connection is active.

Quick Reference

GoalAction
Add documentsUpload → select files → (optional) folder → confirm.
OrganizeCreate folders and move files.
Find a fileUse search and folder navigation.
Use CRM/DB dataConfigure and run Pipeline Management; view data in Knowledge Base tabs.
Use Google filesConnect Google Drive and select folders/files to sync.

For configuring data sources and ingestion, see the Pipeline Management guide.