Knowledge base

In simple words

Knowledge base is part of Website. Teach the chatbot your content. This guide takes you through it in 8 short steps.

Where it fits in your work — Grow. Forms feed the CRM; offers, wallet credits, push notifications and the AI chatbot bring visitors back.

Before you start

• You need to be signed in to your company's workspace. Website appears in the Workspace dashboard and in the left menu when your role includes it.
• What you can see and change depends on your role. If a menu item or button is missing, ask your workspace owner to give your role access in Workspace → Users.
• Knowledge base belongs to AI on your website in Website. Teach the chatbot your content.

Step by step

1. 1

   Step 1

   Open Website

   Sign in and open the Website panel from your Workspace dashboard (or sign in to it directly). You see only what your role allows.

2. 2

   Step 2

   Open “Knowledge Base”

   In the left menu, click “Knowledge Base”. The “Knowledge Base” screen opens.

3. 3

   Step 3

   Find what you need

   Type in the search box (“Search this list…”) to find a record quickly.

4. 4

   Step 4

   Narrow the list

   Use these filters to see only what you want:

   • Search
   • Title (optional)
5. 5

   Step 5

   Read the list

   Each row shows:

   • Page
   • Status
   • Chunks
   • Last indexed
   • Document
   • Size
   • Uploaded
   • Actions
6. 6

   Step 6

   Add a new one

   Click “Upload document” to add one. A form opens for the details.

7. 7

   Step 7

   Other actions on this screen

   You will also see these buttons:

   • Incremental
   • Re-index all
8. 8

   Step 8

   Done

   Teach the chatbot your content.

Tips

• The search box accepts: Search this list…. Start typing and the list narrows down.
• “Upload document” lets you add many records at once from a file instead of one by one.
• Click a row to open that record and see all of its details.
• If you make a mistake, open the record again and correct it. Changes are recorded against your name so your team can see who did what.

Quick recap

Open Website → Open “Knowledge Base” → Find what you need → Narrow the list → Read the list → Add a new one → Other actions on this screen → Done

What it connects to

• CRM & Sales

  Every form submission becomes a lead.

• SEO

  SEO tools read and drive the site.

• AI Assistants

  The website chatbot uses your knowledge base.

• Client & Student Portal

  Rewards and referrals extend into the portal.

What you will see on this screen

These are the parts of the Knowledge Base screen, exactly as they appear in the product.

Why use Website

Website replaces website builder, cms & marketing tools, on the same login and the same data.

• Change your website any day — no developer needed
• Forms feed your CRM directly
• Offers, coupons, referrals and wallet credits built in
• AI chatbot and voice AI answer visitors around the clock

Who uses Website

• Marketing & content

  Edit pages and blog posts, run offers and campaigns.

• Designers

  Pick and customise themes, menus and the footer.

• Approvers

  Review pages waiting to be published.

• Customer-facing teams

  Review chatbot and voice conversations.

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