Create custom knowledge types to categorise uploaded documents so they’re easy to find and can be targeted by prompts. This reduces messy storage and misrouted answers, helping the team work faster and more accurately.
Benefits:
Quicker findability.
Cleaner organisation.
More accurate prompts.
Setups
1. Open the Admin Dashboard
Go to the Admin Dashboard and scroll down to Knowledge Type Management.
2. Create Knowledge Type
Click Knowledge Type and add the relevant details a clear name (e.g., “Client Onboarding”), plus a short description to guide usage.
3. Assign Documents (optional)
Go to Knowledge and press on the three dots, then edit and set its Knowledge Type, then save.
💡 Tip: Use a simple naming convention (e.g., singular nouns) and avoid duplicates so everyone chooses the same type consistently.
✅ You should now be able to:
Create knowledge types and assign documents so search and prompts pull from the right content quickly.
By categorising documents into clear knowledge types, the team can locate materials faster, keep the library tidy, and ensure prompts reference the most relevant content; this saves time and improving response quality for client work.
For a visual walkthrough of how you can add knowledge types can, watch the video below.