Creating a manual knowledge base


Creating a knowledge base manually gives you full control over its content, ensuring accuracy and relevance. This allows you to create and maintain a customized knowledge base that meets your specific requirements. You can add information in bulk through CSV file uploads or add articles individually. Once established, you can easily add new items and make edits as needed.

Note: In addition to manual creation, there are alternative methods for building a knowledge base, such as utilizing web sync or establishing connections with 3rd party integration.

This article covers:

Prerequisites for creating a knowledge base manually

How to create a manual knowledge base

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click AI Management and then Knowledge Base.
  3. Click Add Knowledge Base.
    A pop-up window will appear.
  4. In the pop-up window, click Create a manual Knowledge Base instead.
  5. Under Setup knowledge base, provide the following information:
    • Knowledge base name: Enter a display name for your knowledge base.
    • Language: Select the language for your knowledge base that you want to add.
    • File upload: Select or drag a CSV, DOCX or PDF file with knowledge base content to be used by any of your chatbots.
      Note: You can download a sample CSV file to show the required formatting or skip the upload to manually add the knowledge content.
  6. Click Create.
    You will be directed to the Articles tab where you can see the list of articles and adjust the knowledge base settings in the Settings tab.

How to manually upload or add articles

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click AI Management and then Knowledge Base.
  3. Select a manual knowledge base.
  4. Click Add Content and choose between the following:
    • Upload articles: Add multiple articles by uploading a CSV, DOCX or PDF.
    • Add article: Add a new individual article. Proceed to the next step.
  5. Provide the following details:
    • Title: This could be a question that the customer can enter into the chatbot.
    • Content: This could be the answer to the customer's question entered into the chatbot. You can modify and edit the text by using the formatting options available in the text editor.
    • Category (optional): Enter a category which best describes the topic of the article.
    • URL (optional): URL of the article.
    • Article ID (optional): Enter a specific code or number that helps to identify and locate a particular article within a database or publishing platform
  6. Click Save.
    You will be directed to the Articles tab where you can manually add articles and adjust the knowledge base settings in the Settings tab.

Articles tab

This is where you can access a compilation of articles and perform the following actions:

Limitations of a manual knowledge base