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Manage Knowledge Bases

Summary​

Knowledge bases are the top-level libraries for document-backed guidance. Use the main Knowledge Bases page to create a library, review its scope and status, and choose which knowledge base should move on to document management.

Prerequisites​

  • Your workspace includes knowledge bases.

Review the main library​

The main page can include columns and actions such as:

  • Search by name...
  • New Knowledge Base
  • Name
  • Scope
  • Status
  • Enabled for Calls
  • Priority
  • Updated At
  • Manage Documents

If your workspace is empty, you may see No knowledge bases yet and Create First Knowledge Base.

Create a knowledge base​

Use New Knowledge Base or Create New Knowledge Base to add a new library. Typical fields include:

  • Name
  • Description
  • Default Enabled for Calls

Edit and control availability​

Open a knowledge base to review its details, then use actions such as:

  • Edit
  • Enable
  • Disable
  • Manage Documents
  • Back to Knowledge Bases

The detail workspace can also show Scope, Status, Enabled for Calls, and Priority so you can confirm whether the knowledge base is positioned the way you expect.

Move from library setup to document management​

Once the library is named and configured correctly, use Manage Documents to move into document upload and ingestion tracking.

Expected outcome​

You should have clearly named knowledge-base libraries that are easy to find, understand, and prepare for live-call use.

Troubleshooting​

  • If knowledge bases are not visible, that feature may not be enabled for your workspace.