Integrate your Knowledge

Overview

Adding your knowledge to a chat is a powerful way to get personalized responses from bots. Your knowledge turns generic bots into personal assistants.

Key Things to Know about Knowledge

• The Knowledge Bank allows you to securely upload and store files that can be attached to chats. Supported formats include text-based files (PDFs, word docs, etc.)
  
  
• You can find, filter, rename, and delete knowledge files in your Knowledge Bank. This allows you to organize relevant information and keep your knowledge organized.
  
  
• Knowledge files are securely stored by BoodleBox – no third parties have access without explicit authorization. BoodleBox controls the encryption keys.
  

Adding Knowledge to a Chat

1. In an existing chat, click on the Attach Knowledge ”paperclip icon” in the top right.
   
   
2. An “Attach Knowledge” pop-up window ill open. To attach knowledge to a chat, click on the file(s) you want to attach, then hit “save” at the bottom of the window. Note: you can select multiple files.
   
   
3. Click on “Upload File” button. BoodleBox will then process and add the file to your Knowledge Bank, making it available for attachment to any chat you choose. 
   
   
4. Select a text based (PDF, txt, doc) file to attach to the chat. 
   
   
5. Wait for the file to process. Processing time depends on size and complexity of the file. 
   
   
6. Select the file(s) you want to attach to the chat by clicking.
   
   
7. Click “Save” at the bottom of the pop up window. 
   
   
8. When knowledge is attached to a chat, a number appears next to the paperclip icon in the chat header. You can hover over the icon to see what knowledge is currently attached to the chat. The knowledge will be attached to the chat and available to all bots and any members of the chat.
   
   
   NOTE: While other members of the chat can use the knowledge in you attached, they cannot directly access or download the files you attached. 

Detaching Knowledge

To remove knowledge from a chat, click the “Attach knowledge to this chat” paperclip icon on the chat header inside an existing chat. An “Attach Knowledge” window will then pop up. Deselect the knowledge you want to remove from the chat. Then hit “save” at the bottom of the windo

Tip

Start by creating a “MY PREFERENCES” file (like this one) and upload it to your Knowledge Bank. Then add it to all your chats to get personalized results. You can choose what information to put/not put in your preferences and you can have multiple sets MY PREFERENCE files (for example, one for work and one for personal).