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Step-by-Step Guide: Setting Up and Using the Knowledge Base in Build Assistants Platform

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Purpose

The knowledge base is essential for training the Build Assistants AI bot to handle customer inquiries accurately by providing company-specific information.

Steps for Setting Up a Knowledge Base

1. Understanding the Knowledge Base

The AI is pre-trained with industry-specific knowledge (e.g., concrete foundation repair). The knowledge base is used to add company-specific details like:

• Services offered
• Operating hours
• Pricing and estimates
• Policies (e.g., cancellation fees)

2. Accessing the Knowledge Base

• Navigate to the left-hand menu and click on the "Knowledge" tab (represented by a stack of icons).
• Create a new knowledge base by clicking the top-right button. Name it appropriately for organisational purposes.

3. Adding Data

There are several ways to populate the knowledge base:

A. Manual Text Input

• Click “Add New Data Source” and select “Text.”

• Example content:

  diffCopy codeApex Concrete serves Tucson, Arizona, offering: - Concrete Foundations - Driveways - Masonry Services Contact us at [email protected].

• Save the entry by naming it (e.g., “Concrete Services”).