Chatbix

Knowledge Base

What is a Knowledge Base?

A Knowledge Base is a centralized knowledge container where you store all the information that your AI Agent will use to answer questions.

A Knowledge Base can include multiple types of data sources, such as:

  • Web Page
    Crawl text from a single web page.
  • Web Site
    Crawl all pages of a website.
  • File
    Upload files: PDF, CSV, JSON, TXT, PowerPoint, Word, Excel.
  • Q&A
    Improve answers using explicit Q&A pairs.
  • Text
    Paste custom text to train your AI chatbot.
  • Google Drive™
    Connect and chat with your Google Drive files.
  • YouTube
    Paste a video, playlist, or channel as a knowledge source.

How Knowledge Base Work

When you add data to a Knowledge Base, the system automatically processes it to make it usable by the AI Agent.

This process includes:

  1. Content Extraction: The text is extracted from each file or web page.
  2. Chunking: Large content is broken into smaller, meaningful sections to improve accuracy.
  3. Vectorization (Embedding): Each content chunk is converted into numerical vectors that represent its meaning. This allows the AI to quickly find the most relevant information when answering a question.
  4. Indexing & Storage: The processed vectors are securely stored and indexed for fast retrieval.

Create new Knowledge Base

  1. Open the Chatbix AI application and log in to your dashboard.
  2. From the left-side menu, navigate to the Knowledge Base section.
  3. Click on the “New Knowledge Base” button to start creating a new Knowledge Base.
  4. The “Knowledge Base Configuration” pop-up will appear. Enter the required details such as the Knowledge Base name and public status, and configure the necessary options.
  5. Mark the Knowledge Base as public if you want it to be accessible to anyone on the internet.
  6. Click on the “Continue” button to proceed.
  7. The “Choose a Data Source Type” screen will appear. Select the required data source type from the list.
  8. Select “Web Page” as the data source type.
  9. Enter a name for the web page data source.
  10. Paste the web page URL into the provided field.
  11. Click on the “Finish” button to complete the Knowledge Base setup process.
Once these steps are completed, the setup will be successful, and the feature will be ready to use

Video: Create Knowledge Base

Video: connect AI Agent with knowledge base

1. Web Page

Web Page allows you to extract content from a single webpage URL.

What it does

  • Crawls and extracts visible text from one specific page
  • Removes navigation and irrelevant markup
  • Converts content into searchable knowledge chunks

Best used for

  • Blog posts
  • Documentation pages
  • Help articles
  • Landing pages

How it works

  • Enter a webpage URL
  • The system fetches the page content
  • Text is extracted and cleaned
  • Content is chunked and vectorized

2. Website (Premium)

The website allows you to crawl and index multiple pages of an entire website.

What it does

  • Automatically discovers and crawls internal pages
  • Supports sitemap-based crawling
  • Builds a full knowledge base from a website

Best used for

  • Product documentation sites
  • Knowledge bases
  • Company websites
  • Developer portals

How it works

  • Provide the website root URL
  • The system discovers linked pages
  • Each page is processed individually
  • All content is indexed into the Knowledge Base

3. File

File allows you to upload documents directly into the Knowledge Base.

Supported file types

PDF, CSV, JSON, TXT, DOCX (Word), PPT / PPTX (PowerPoint), XLS / XLSX (Excel)

What it does

  • Extracts readable text from files
  • Handles multi-page documents
  • Converts content into searchable chunks

Best used for

  • Product manuals
  • Policies and SOPs
  • Reports and presentations
  • FAQs in document format

4. Q&A

Q&A allows you to manually define explicit question-and-answer pairs.

What it does

  • Let's you control exact answers
  • Overrides ambiguous responses
  • Improves accuracy for common questions

Best used for

  • Frequently asked questions
  • Pricing queries
  • Policy clarifications
  • Short, precise answers

Example

Question

Answer

What is your refund policy?

Refunds in 7 days

6. Google Drive (Premium)

Google Drive allows Chatbix AI to read and index files directly from your Google Drive.

Supported content

  • Google Docs
  • Google Slides
  • Uploaded PDFs and files

What it does

  • Syncs selected Drive files
  • Keeps knowledge up to date
  • Automatically reprocesses changes (if enabled)

How to set up

  1. Select the Google driver option.
  2. Click on “Google Drive: Add Account,” select your required account, and provide the drive access.
  3. Once the account is configured, it becomes visible on the list.
  4. Now you can “Select Folder or Single File” from your Google Drive.
  5. How to connect Google Drive with AI Agent as KnowledgeBase

    6. Video: Step-by-Step Video Guide

Best used for

  • Internal company knowledge
  • Team documentation
  • Shared SOPs

7. YouTube (Premium)

YouTube allows you to turn video content into searchable knowledge.

Supported inputs

  • Single YouTube video
  • Playlist
  • Entire channel

What it does

  • Extracts video transcripts
  • Converts speech into text
  • Indexes content for AI search

Best used for

  • Training videos
  • Tutorials
  • Product demos
  • Educational content
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