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Version: 6.0.0

Manage Knowledge

Introductionโ€‹

Manage Knowledge is a feature within the Knowledge Management system that allows users to view, edit, and manage all knowledge sources within the platform. This documentation provides a comprehensive guide on navigating the Manage Knowledge interface and performing various actions on knowledge objects.

Table of Contentsโ€‹

Accessing Manage Knowledgeโ€‹

To access the Manage Knowledge feature:

  1. Navigate to the left side navigation bar
  2. Click on Knowledge Management
  3. Select Manage Knowledge from the dropdown

Interface Overviewโ€‹

The Manage Knowledge page displays a table with the following columns:

ColumnDescription
Knowledge NameName of the knowledge source
Knowledge TypeType of connector (Website, SharePoint, File, GitHub, API, etc.)
StatusCurrent status of the knowledge (Enabled, Success, Failed)
Created AtDate and time when the knowledge was created
ActionsEdit and Delete options for the knowledge

Knowledge Status Typesโ€‹

Knowledge sources can have one of three status types:

  • Enabled: The knowledge source has been initiated and is in the process of retrieving data
  • Success: The knowledge has been successfully obtained and added to the platform
  • Failed: The knowledge retrieval process encountered an error

Note: If a knowledge source has a Failed status, contact an admin or super admin to check the knowledge logs or cron job logs to identify the issue.

Managing Knowledge Sourcesโ€‹

Editing Knowledgeโ€‹

To edit a knowledge source:

  1. Locate the knowledge in the table
  2. Click the Edit button in the Actions column
  3. A popup window titled "Edit Knowledge" will appear
  4. Modify the knowledge name and other settings as required
  5. Options available for editing will vary based on the knowledge connector type
  6. Adjust permissions as needed
  7. Save your changes

Deleting Knowledgeโ€‹

To delete a knowledge source:

  1. Locate the knowledge in the table
  2. Click the Delete button in the Actions column
  3. A confirmation popup will appear with the message "Are you sure you want to delete the knowledge [knowledge name]? This cannot be undone."
  4. Click Delete to confirm or Close to cancel

Warning: Deleting a knowledge source is permanent and cannot be undone.

Knowledge Details Viewโ€‹

To view detailed information about a knowledge source, click on the Knowledge Name in the main table. This will redirect you to a detailed view with the following information:

Configuration Informationโ€‹

The details view shows:

  • Knowledge Name
  • Last Indexed On (timestamp of the last indexing job)
  • Configuration Details (specific to the connector type):
    • For Website connectors: Website URL, scrape method, cron job schedule
    • For File connectors: File path, schedule settings
    • For other connectors: Relevant configuration details
  • Created By (user who created the knowledge source)
  • Groups (which groups the knowledge has been shared with)

Indexing Attemptsโ€‹

The Indexing Attempts tab displays information about all cron jobs/scheduled runs:

  • Start Time (date and time)
  • Actions
    • View Logs: Click to view a popup with detailed backend logs of the knowledge and cron job

Knowledge Objectsโ€‹

The Knowledge Objects tab displays a table of all data retrieved from the knowledge source:

ColumnDescription
Knowledge Object NameName of the knowledge object
StatusSuccess or Failed status of the object
Source TypeType of source (Website, File, GitHub, etc.)
SizeSize of the file (for uploaded files) in KB
PathSource path of the object
RemarkIf the status is Failed, shows the reason for failure
Created AtWhen the knowledge object was created
Updated AtWhen the knowledge object was last updated
ActionsContains a Preview button to view the object data

Previewing Object Dataโ€‹

To preview a knowledge object:

  1. Click the Preview button in the Actions column
  2. A popup titled "Preview Data" will appear
  3. View the scraped data, including text, links, paragraphs, etc.
  4. For longer content, use the Previous and Next buttons to navigate through different portions
  5. Click Cancel or X to close the preview

Actions and Operationsโ€‹

From the knowledge details view, the following actions are available:

ActionDescription
Run IndexingInitiates a new indexing job to fetch fresh data from the knowledge source
View LogsDisplays the overall/latest logs for the knowledge source
PausePauses the current schedule/cron job
EditOpens the Edit Knowledge popup to modify settings
DeleteRemoves the knowledge source and all associated documents (cannot be undone)

Warning: When deleting a knowledge source, all associated documents will also be deleted. This action cannot be undone.