Knowledge Source
Train your AI with your business knowledge
Knowledge Source Overview
Knowledge Source allows you to upload and manage content that powers your AI chatbots, enabling them to answer questions accurately using your business information.
Content Types
Documents
Upload various document formats:
- PDF - Product manuals, guides, policies
- Word (.docx) - Documentation, SOPs
- Text (.txt) - Plain text content
- Markdown (.md) - Formatted content
Web Pages
Import content from websites:
- Single page import
- Sitemap crawling
- Automatic updates
- Content extraction
FAQs
Create structured Q&A pairs:
- Question and answer format
- Category organization
- Priority ranking
- Quick retrieval
Custom Data
Add structured information:
- Product catalogs
- Pricing tables
- Service details
- Company information
Managing Knowledge
Upload Content
- Go to Knowledge Source
- Click Add Content
- Select content type
- Upload or enter content
- Process and index
Organization
Collections
Group related content:
- Product Knowledge
- Support FAQs
- Company Policies
- Training Materials
Tags
Label content for filtering:
- By topic
- By product
- By department
- By language
Content Status
| Status | Description |
|---|---|
| Processing | Being indexed |
| Active | Available for AI |
| Inactive | Disabled but retained |
| Error | Processing failed |
AI Training
How It Works
- Content is uploaded and processed
- Text is extracted and chunked
- Embeddings are generated
- Knowledge is indexed for retrieval
- AI uses relevant chunks to answer
Retrieval Settings
Configure how AI finds information:
- Similarity Threshold - Match accuracy
- Max Chunks - Content pieces per query
- Source Priority - Preferred sources
Using in Chatbots
Connect to Bot
- Open bot in ChatMaxima Studio
- Add AI Response node
- Select Knowledge Source
- Choose collections to use
- Configure response settings
Response Configuration
- Cite Sources - Show where info came from
- Fallback Message - When no match found
- Confidence Threshold - Minimum certainty
- Response Style - Tone and format
Best Practices
Content Quality
- Keep information up-to-date
- Use clear, concise language
- Structure content logically
- Remove outdated information
Organization
- Create logical collections
- Use consistent tagging
- Regular content audits
- Version important documents
Performance
- Monitor AI accuracy
- Review unanswered questions
- Add missing information
- Refine based on feedback