Syncing a knowledge base


Syncing a knowledge base is essential for keeping it up to date and ensuring the best answers are available to your users. Once a knowledge base is created, the system automatically triggers an initial sync to make the information available for answering user queries. You can then perform regular syncs to apply the most recent updates and changes.

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Prerequisites for syncing a knowledge base

How to sync individual knowledge base

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click AI Management and then Knowledge Base.
  3. Select a knowledge base you want to sync.
  4. Below the knowledge base name, click Sync.
    Note: The knowledge base will display any errors that occur during the syncing process. Click Sync to redo the process or contact support for assistance.

How to edit sync schedule

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click AI Management and then Knowledge Base.
  3. On the Knowledge Bases tab, click Edit next to Sync Schedule.
    A pop-up window will appear.
  4. In the pop-up window, change these settings:
    • Start: Specify the desired start time for the sync process.
    • Time Zone: Select the appropriate time zone for the sync schedule.
    • Recurrence: Choose the frequency at which the sync should occur (daily, weekly).
    • Occurs on: Define the specific day/s on which the sync should take place.
  5. Click Save Schedule.
    Note: If any errors occur during the syncing process, click on View errors to display the specific errors associated with the scheduled sync. You may click the Sync next to each error to redo the process individually.

Limitations of a knowledge base sync