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Getting StartedGetting Started

Getting Started

Welcome to your AI Knowledge Base & Support Platform! This guide will help you set up your first knowledge base, configure your AI chatbot, and start providing exceptional customer support.

🎯 What You'll Accomplish

By the end of this guide, you'll have:

  • ✅ Created your first knowledge base articles
  • ✅ Configured an AI chatbot
  • ✅ Set up knowledge gap detection
  • ✅ Deployed your support system

📝 Step 1: Create Your Knowledge Base

Adding Your First Article

  1. Navigate to Knowledge Base Management

    • Go to /app/knowledge-base
    • Click "Create New Article"
  2. Fill in Article Details

    {
      title: "How to create an account",
      content: "Creating an account is simple. Click the 'Sign Up' button...",
      category: "getting-started",
      language: "en"
    }
  3. Organize by Categories

    • Create categories like "Account", "Billing", "Technical Support"
    • Use consistent naming conventions
    • Add language variants for international support

Best Practices for Knowledge Base Articles

  • Clear Titles: Use descriptive, search-friendly titles
  • Structured Content: Break information into sections with headers
  • Actionable Steps: Provide step-by-step instructions
  • Visual Aids: Include screenshots or diagrams when helpful
  • Regular Updates: Keep content current and accurate

🤖 Step 2: Configure Your AI Chatbot

Basic Configuration

  1. Access Chatbot Settings

    • Navigate to your dashboard
    • Click "AI Chatbot Configuration"
  2. Set Response Preferences

    {
      "response_style": "helpful_and_professional",
      "max_response_length": 500,
      "confidence_threshold": 0.8,
      "fallback_message": "I'm sorry, I couldn't find a specific answer. Let me connect you with a human agent."
    }
  3. Enable Multi-language Support

    • Select supported languages
    • Configure language-specific responses
    • Test translations for accuracy

Advanced Features

  • Context Awareness: Enable conversation memory
  • Intent Recognition: Set up custom intents for your business
  • Escalation Rules: Define when to transfer to human agents
  • Branding: Customize chatbot appearance and personality

🔍 Step 3: Set Up Knowledge Gap Detection

Understanding Knowledge Gaps

Knowledge gaps occur when customers ask questions your AI cannot answer. Our system automatically:

  1. Detects Unanswered Questions

    • Identifies queries with low confidence scores
    • Categorizes question types
    • Tracks frequency and patterns
  2. Provides Actionable Insights

    • Suggests new article topics
    • Highlights trending questions
    • Recommends content improvements

Managing Knowledge Gaps

// Example: Knowledge gap data structure
interface KnowledgeGap {
  id: string;
  question: string;
  frequency: number;
  category: string;
  suggested_article_title: string;
  priority: 'low' | 'medium' | 'high';
}

Creating Articles from Gaps

  1. Review Gap Reports

    • Check /app/knowledge-gaps regularly
    • Prioritize high-frequency questions
    • Look for content improvement opportunities
  2. Create Targeted Content

    • Write articles addressing specific gaps
    • Use customer language in your content
    • Test articles with similar questions

📊 Step 4: Monitor Performance

Key Metrics to Track

  • Response Accuracy: Percentage of correct AI responses
  • Customer Satisfaction: Ratings and feedback scores
  • Knowledge Gap Trends: New and recurring gaps
  • Usage Analytics: Most accessed articles and features

Analytics Dashboard

Access comprehensive analytics at /app/analytics:

// Example: Analytics data structure
interface Analytics {
  total_conversations: number;
  ai_resolution_rate: number;
  customer_satisfaction_score: number;
  knowledge_gaps_resolved: number;
  most_popular_articles: Article[];
}

🚀 Step 5: Go Live

Pre-Launch Checklist

  • Test chatbot responses thoroughly
  • Verify knowledge base accuracy
  • Set up monitoring and alerts
  • Train your support team on the system
  • Prepare fallback procedures

Deployment Options

  1. Website Integration

    <!-- Embed chatbot widget -->
    <script src="https://yourplatform.com/chatbot.js"></script>
    <div id="ai-chatbot"></div>
  2. API Integration

    # Integrate with existing systems
    curl -X POST "https://api.yourplatform.com/chat" \
      -H "Content-Type: application/json" \
      -d '{"message": "How do I reset my password?", "user_id": "123"}'

🔧 Troubleshooting Common Issues

Chatbot Not Responding

  • Check API connectivity
  • Verify knowledge base is properly indexed
  • Review confidence threshold settings

Low Response Accuracy

  • Review and update knowledge base content
  • Analyze failed conversations
  • Adjust AI training parameters

Knowledge Gaps Not Detected

  • Ensure proper logging is enabled
  • Check gap detection sensitivity settings
  • Verify question categorization

📚 Next Steps

Now that you have the basics set up:

  1. Explore Advanced Features

    • Set up custom integrations
    • Configure advanced analytics
    • Implement A/B testing for responses
  2. Scale Your Knowledge Base

    • Add more articles and categories
    • Implement content workflows
    • Set up automated content updates
  3. Optimize Performance

    • Analyze user feedback
    • Refine AI responses
    • Continuously improve content quality

💡 Pro Tips

  • Start Small: Begin with your most common support questions
  • Iterate Often: Regularly review and update your content
  • Monitor Feedback: Use customer feedback to improve responses
  • Stay Updated: Keep up with new features and best practices

Ready to transform your customer support? Start building your knowledge base today!