Quick Answer
How do knowledge bases work with Conversation AI?
Go to Settings → Knowledge Base to create and organize training sets, then open Settings → Conversation AI, select a bot, and assign the appropriate knowledge bases from its Training area. Each bot can use multiple focused knowledge bases instead of relying on one large mixed source.
How Knowledge Bases Work
Using one large pool of training information for every bot can make responses less focused and increase the chance that unrelated information is used.
Knowledge bases let you organize training information into separate, focused groups.
Instead of one “mega brain” for every bot, BizStackPro lets you create multiple knowledge bases and assign the right combination to each Conversation AI bot.
This can help keep support, sales, onboarding, pricing, product, or policy information separated when different bots serve different purposes.
Focused knowledge can improve response consistency
The source guide recommends keeping each knowledge base focused rather than mixing unrelated training information into one large source.
Knowledge Bases at a Glance
Before You Begin
Decide how you want to separate the information before creating multiple knowledge bases.
- Identify the topics or departments that need separate training information.
- Decide which bots should share the same knowledge sources.
- Gather the URLs and FAQs you want each knowledge base to use.
- Keep important policies, pricing information, or scheduling rules in clearly defined sources.
- Remember that a bot can use up to seven knowledge bases at one time.
- Remember that the default workflow bot knowledge base may not be removable.
Step 1: Create a Knowledge Base
Create a focused training set for the information a bot needs to use.
Open Knowledge Base Settings
Go to Settings → Knowledge Base.
Create the Knowledge Base
Click Create Knowledge Base.
Name the Knowledge Base
Give the knowledge base a clear name that reflects the information it contains.
Save and Continue
Click Save & Continue.
Add Training Content
Add the URLs and FAQs the bot should use as training information.
Step 2: Add Training Data
Use URLs and FAQs to give the knowledge base information the bot can reference.
Add URLs
Add website pages containing information the bot should learn from.
Add FAQs
Add question-and-answer pairs for information that benefits from a clear, direct answer.
Use FAQs for important answers
The source guide recommends using FAQs for important information such as refund policies, scheduling rules, and pricing basics when you want the bot to have a clear source of truth.
Step 3: Assign Knowledge Bases to a Bot
Select the knowledge sources the specific Conversation AI bot should use.
Open Conversation AI
Go to Settings → Conversation AI and select the bot you want to configure.
Open Training
Go to the bot’s Training area.
Assign the Knowledge Bases
Use the available dropdown to assign the knowledge bases the bot should use.
The original guide states that each bot can use up to seven knowledge bases.
Use the Training Tabs
Once assigned, each knowledge base appears as a tab in the training interface.
Update Training Content
Switch between tabs to update URLs or FAQs for the assigned knowledge bases.
Knowledge Base Limits and Rules
Up to 15 Knowledge Bases
The source guide states that you can create up to 15 knowledge bases.
Reuse a Knowledge Base
A single knowledge base can be assigned to multiple bots.
Up to 7 Knowledge Bases per Bot
Each bot can use up to seven knowledge bases at the same time.
Default Workflow Bot Knowledge Base
The original guide states that the default workflow bot knowledge base typically cannot be deleted.
Why Focused Knowledge Bases Matter
Better Accuracy
Keep the bot focused on the information relevant to the job it is performing.
Cleaner Organization
Separate information for support, sales, onboarding, pricing, products, policies, or other distinct use cases.
Flexible Bot Assignments
Reuse selected knowledge bases across different bots while giving each bot only the information needed for its purpose.
Knowledge Base Best Practices
Frequently Asked Questions
How many knowledge bases can I create?
Can I assign a single knowledge base to multiple bots?
Can I delete an existing knowledge base?
How can I add training data to a knowledge base?
How do I manage the knowledge bases assigned to a bot?
Continue Learning
Continue learning how knowledge, prompts, and bot configuration work together inside Conversation AI.
