Knowledge Management

Introduction

This document provides comprehensive guidance on using the Knowledge Management system. The Knowledge Management module enables users to connect various data sources, manage knowledge objects, create FAQs, and organize information into knowledge sets for efficient retrieval and utilization in chat and search functionalities.

Table of Contents

• Introduction
• Table of Contents
• Accessing Knowledge Management
• Adding Knowledge
  • Available Connectors
  • Web Connector Configuration
• Managing Knowledge
  • Review Knowledge
  • Knowledge Objects
  • My Knowledge
• FAQs
• Knowledge Sets
• Result Ranking
• Conclusion

Accessing Knowledge Management

Navigate to the Knowledge Management section from the main navigation bar.

Adding Knowledge

To add new knowledge to the system:

1. From the navigation bar, click on Knowledge Management
2. Select Add Knowledge
3. Choose from the available connectors in the dropdown menu

Available Connectors

The system supports the following connectors:

Connector	Purpose
Web	Scrapes data from websites
Files	Upload documents (PDF, DOCX, HTML, JSON, TXT)
SharePoint	Connect to SharePoint resources
Minio	Connect to Minio storage
API	Connect via API endpoints
Confluence	Import Confluence content
YouTube	Extract data from YouTube videos
GitHub	Connect to GitHub repositories
Google Drive	Access Google Drive documents
Jira	Import Jira tickets and documentation
Postgres	Connect to PostgreSQL databases

Web Connector Configuration

To add a website as a knowledge source:

1. Select Web from the connectors dropdown
2. Choose a scrape method:
   • Recursive
   • Sitemap
   • Single page
   • XML
3. Enter the website URL
4. Provide a knowledge name
5. Configure recording settings (optional):
   • Enable recording to schedule recurring data retrieval
   • Set frequency (e.g., daily, weekly)
6. Select user groups to grant access permissions
7. Click Save

After saving, you will be redirected to the Existing Website tab showing:

• Website link
• Knowledge name
• Scrape method
• Status (Enable/Success)
• Connected details
• Actions (Delete)

Managing Knowledge

The Manage Knowledge section allows you to review and monitor your knowledge sources.

Review Knowledge

To review a knowledge source:

1. Click on the Review button in the Connected details column
2. This redirects to the Manage Knowledge page with the following information:
   • Knowledge name
   • Configuration details (website URL, scrape method)
   • Cron job schedule
   • File path (for uploaded files)
   • Creator information
   • Group permissions
   • Indexing attempts

To check indexing logs:

1. Click the Logs button in the Indexing attempts section
2. A pop-up will display the logs showing progress or errors

Knowledge Objects

To view the content extracted from knowledge sources:

1. Navigate to Knowledge Objects
2. This displays all objects (e.g., extracted URLs from sitemaps)
3. Click the Preview button to view the scraped data

My Knowledge

The My Knowledge section allows individual users to add personal knowledge sources that won't be shared with others.

• This feature becomes available after admin configuration of connectors
• Users can add personal knowledge sources following the same process as Add Knowledge
• Personal knowledge is only accessible to the user who created it

The My Knowledge dashboard displays:

• Knowledge name
• Type (Website, File, GitHub, etc.)
• Status
• Creation date
• Actions (Edit, Delete)

FAQs

To manage Frequently Asked Questions:

1. Navigate to the FAQ section
2. Create categories to organize FAQs
3. Add questions and answers within categories:
   • Click Add New Question
   • Enter the question
   • Provide the response
   • Set group permissions
   • Click Add

To view or manage existing FAQs:

1. Click on the FAQ name to view details
2. The popup shows:
   • Creator information
   • Last modification date
   • Category
   • Actions (Edit, Group Permissions, Delete)

Knowledge Sets

Knowledge Sets allow you to group related knowledge sources together:

1. Click Add Knowledge Set
2. Provide:
   • Knowledge set name
   • Description
   • Group permissions
3. Add existing knowledge to the set:
   • Use Existing Knowledge option to add complete knowledge sources
   • Use Add Information Using Search to add specific knowledge objects

After adding a knowledge set, you can:

• Edit the knowledge set details
• Delete the knowledge set

Result Ranking

The Result Ranking feature helps prioritize search results:

1. Enter a search term (e.g., "katonic")
2. View all relevant knowledge related to the search term
3. Adjust relevance scores for results
4. Hide irrelevant results

Conclusion

Knowledge Management is a critical component that must be configured before using chat and search functionalities. Proper setup of knowledge sources ensures that the system can retrieve and utilize relevant information effectively.

For optimal performance, add all necessary knowledge sources during the initial platform configuration.