Create a New Knowledge Base Document
Creation date: 6/10/2026 1:36 PM
Updated: 6/10/2026 1:44 PM
Overview
This article helps you create a text knowledge base document inside the app. You may need this when you want to write or paste internal guidance directly into the knowledge base.
Before you begin
- You need access to Knowledge Base.
Steps
- Click Config.
- Click Intelligence.
- Click Knowledge Base.
- Stay on Documents.
- Click Add New Document.
- Enter a value in Label.
- Enter a value in Description if needed.
- Enter the document text in Content.
- Click Save Changes.
Troubleshooting
- If the document does not save, then make sure Label and Content contain the information you want to keep.