Open the Knowledge Base

Creation date: 6/10/2026 1:35 PM    Updated: 6/10/2026 1:47 PM

Overview

This article helps you open the knowledge base configuration area. You may need this when you want to manage documents or forms that support other tools.

Before you begin

  • You need access to Config.
  • Your organization must have the Knowledge Base feature enabled.

Steps

  1. Click Config.
  2. Click Intelligence.
  3. Click Knowledge Base.
  4. Click Documents to manage knowledge documents.
  5. Click Forms to manage analyzed forms.

Troubleshooting

  • If you do not see Knowledge Base, then your role or feature access may not include it.
Onboarding, setup, org-level config