Knowledge · Guide
Manage Knowledge Base Documents
Create, assign, review, edit, and delete text knowledge documents.
Approved business content and the intended assistant.
The document has saved content, assistant assignment, and the displayed status.
Create a document
Knowledge Base is the verified dashboard route for text documents.
- Open Knowledge Base.
- Choose New document and enter its title and text content.
Assign and review
Assign the document to the assistant that should use it and check the displayed status.
- Review the content for current approved information.
- Edit or delete only when your role permits.
Common problems
If processing or visibility does not match the displayed status, capture the document, assistant, time, and status for Support.
Troubleshooting
This workflow is separate from Knowledge Intelligence sources and retrieval candidates.
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