📗Knowledge base

From start to finish, set up and use a Knowledge base in minutes with NLX's Dialog Studio

Checklist

You'll complete the following to successfully create a knowledge base:

You may add the following to an existing voice or chat assistant in your workspace, if desired.

Pre-setup: Integration

Est. time to complete: ~5 minutes

A one-time integration of a Natural Language Processing (NLP) engine must be completed in your workspace:

Step 1: Set up a Knowledge base

Est. time to complete: ~5 minutes

A knowledge base provides an on-demand library of information to address common questions without the need to construct individual intents to handle each customer query. These typically help provide simple responses to customer inputs (e.g., I forgot my password, what's your pet policy, etc.).

  • Select Knowledge bases from workspace menu > Choose New knowledge base

  • Enter a descriptive name > Select Save

  • Ensure Type is toggled to Articles > Select + Add article

  • Enter both a question then an answer (similar to FAQ structure)

  • Repeat adding articles, as needed

  • Click Save

  • Select Publish tab of your knowledge base > Choose Create your first deployment

  • Click Publish knowledge base

Step 2: Set up bot

Est. time to complete: ~3 minutes

Now you'll create the AI assistant users will interface with. This step involves attaching all intent workflows you want your bot to access, assigning your knowledge base, and setting up the channel(s) your bot supports.

  • From Bots in your workspace menu, select an existing bot in your workspace or create a new one

  • Click Intents tab of bot > Select + Add intents > Attach any intents you've created to make available to your bot

  • Select Default behaviors tab of bot> Under Unknown section, toggle to Knowledge base > Ensure your knowledge base created in Step 1 is selected

  • Select Channels tab of bot > Create one or more communication channels your bot will support

  • Click Save

🧠 Looking for help with channel setup? See Manage channels

Step 3: Build & deploy

Est. time to complete: ~5 minutes

A build constructs the array of workflows that make up your bot and updates any changes made to your flows, while deploying makes a successful build live:

  • Click Deployment tab of bot > Select Create or Review & build

  • Wait for validation to complete > Select Create build*

  • When satisfied with a successful build, click Deploy

*After a build status appears as 🟢 Built, you may use the Test feature to test the conversation with your bot using the latest build.

🔧 Need to troubleshoot your build? See how to troubleshoot build errors

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