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.
  4. Select Manual.
  5. On the Setup knowledge base page, provide the following information:
  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:
  5. Provide the following details:
  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