Step-by-Step Guide: Configuring and Using the Knowledge Base in Centerfy
Purpose
The Knowledge Base lets you feed company-specific details to the Centerfy AI assistant so it can answer customer questions accurately. By adding your services, hours, pricing, and policies, you ensure replies match your business—not just general industry data.
Setting Up a Knowledge Base
1. Know What the Knowledge Base Does
Centerfy already understands industry concepts. The Knowledge Base layers in your organization’s unique information, such as:
Services you provide
Operating hours
Pricing or estimate guidelines
Policies (cancellations, warranties, etc.)
2. Open the Knowledge Section
Click Knowledge (stack-of-paper icon) in the left sidebar.
Press Create Knowledge Base in the upper-right corner and give it a clear name.
3. Add Content
MethodHow to AddExample | ||
A. Text | Add New Data Source → Text | “Centerfy delivers outbound calling abilities to Go High Level Email: support@centerfy.com.” |
B. FAQs | Create question-and-answer pairs (individually or bulk upload). | Q: “Do you offer setup” |
C. File Upload | Drag-and-drop PDFs, images, or docs (e.g., pricing sheets, terms & conditions). | PDF of price list |
D. URL | Paste a web page URL to auto-extract text, then review for accuracy. | Your company homepage |
4. Test the Knowledge Base
Click Test Knowledge Base.
Ask sample questions (e.g., “What services do you offer?”).
If the answer is wrong or vague, edit or add entries until the response is correct.
5. Best Practices
Group related info so data isn’t scattered.
Start with FAQs to capture the most common questions quickly.
Update continuously as services or policies change.
Test often and refine prompts for precision.
FAQs
Q1: What is the purpose of the Knowledge Base?
A: The Knowledge Base allows you to give the AI assistant specific details about your business—like your services, hours, pricing, and policies—so it can respond accurately to customer questions.
Q3: What’s the best way to start building a Knowledge Base?
A: Begin with FAQs. They are easy to create and help the AI answer specific customer questions more accurately.
Q4: How many FAQs can I add?
A: There’s no strict limit, but it's best to organize FAQs into categories and keep each Q&A clear and concise to maintain quality responses.
Q5: Can I upload documents like PDFs or Terms & Conditions?
A: Yes. You can upload PDFs, images, and other documents. The AI will extract and learn from the text content.
Q6: Can I use a website URL to populate the Knowledge Base?
A: Yes. You can paste your website URL, and Centerfy will pull in the text. Review the extracted content before saving it to ensure relevance.
Q7: The AI is giving incomplete or incorrect answers. What should I do?
A: Test the Knowledge Base using sample questions. If answers are incorrect, revise or expand your entries with more detail or clarification.
Q8: Do I need to update the Knowledge Base regularly?
A: Yes. As your services or policies change, you should update or add new entries to keep the assistant’s responses accurate.
Q9: Can I test the assistant using Knowledge Base content before going live?
A: Absolutely. Use the Test Knowledge Base feature to simulate real conversations and fine-tune the assistant before deployment.