Knowledge Base Dashboard
Learn how to use the Knowledge Base Dashboard
Overview
The Knowledge Base Dashboard provides a centralized space to create, manage, and share knowledge bases. It enables you to upload files, import data from external connections, customize upload settings, and manage access permissions. This guide will walk you through the main features.
Your First Knowledge Base
The Knowledge Base Dashboard allows you to create and manage your first knowledge base seamlessly. After creating a knowledge base, you can:
- Add Files: Upload files directly by dragging and dropping or selecting files manually.
- Organize Content: Group related files for easy navigation.
- Edit Descriptions: Add or modify descriptions to reflect the purpose of the knowledge base.
Upload Files
The most straightforward way to create a knowledge base is by uploading files.
Example File Types:
- Word Documents:
.doc,.docx - PDF Files:
.pdf - PowerPoint Presentations:
.ppt,.pptx - Excel Spreadsheets:
.xls,.xlsx
Import from Connection
Easily import files from external connections such as Dropbox, Google Drive, Notion, and SharePoint. Follow these steps:
- Navigate to Import from Connection in the dashboard.
- Select the external connection (e.g., Dropbox).
- Browse and pick the files or folders you want to import.
- Click Import selected files to transfer them to your knowledge base.
Be aware that the more files you import, the longer it will take to process them.
Advanced: Upload Settings
Customize how files are processed and indexed in your knowledge base using Upload Settings:
- Chunking Algorithm: Choose how files are broken down for indexing (e.g., sentence-based chunking).
- Chunk Length: Define the maximum size of each chunk in characters.
- Chunk Overlap: Specify how much content should overlap between chunks.
- OCR (Optical Character Recognition): Enable to extract text from images.
- Advanced Data Extraction: Activate for enhanced processing of complex files.
- Embedding Model: Select the AI model for embedding and indexing files.
Example:
- Chunking Algorithm: Sentence-based
- Chunk Length: 2,500 characters
- Embedding Model:
text-embedding-3-large
Role-Based Access Control (RBAC)
Control who can view, edit, or manage your knowledge bases with RBAC. You can assign roles and permissions to individuals or groups:
- Admin: Full control over the knowledge base, including editing and sharing.
- Viewer: Read-only access.
- Groups: Share with predefined groups for streamlined collaboration.
Example:
- Admin: Kai Henthorn-Iwane (
me@gmail.com) - Viewer: Bernard Aceituno (
example@gmail.com) - Group Viewer:
group1
Successfully Synced Files
When uploading files to a knowledge base, the dashboard displays a status bar indicating progress. Once completed, a confirmation message appears: “Successfully synced [X] files.”
Conclusion
The Knowledge Base Dashboard simplifies the process of creating and managing knowledge bases, whether for personal use or organizational collaboration. From file uploads and import options to advanced settings and access controls, this tool provides all the features needed to maintain an efficient and accessible repository of information.
For further assistance, refer to the Help & More section in the sidebar or contact your administrator.